Cibc Wood Gundy Client Associate (Winnipeg)

Cibc Wood Gundy Client Associate (Winnipeg)

06 Aug
|
CIBC Wood Gundy
|
Winnipeg

06 Aug

CIBC Wood Gundy

Winnipeg

Advance your career at Navacord as a Client Associate, specializing in client relations and risk management solutions. This role focuses on meeting client needs with professionalism and high standards.The Client Associate combines the roles of Client Coordinator and Client Manager to effectively renew accounts and assess fulfillment needs. In this role, you will manage a book of business, negotiate coverage terms, and respond efficiently to client inquiries. A high level of organization and detail-oriented focus will be key to your success.Key Responsibilities:- Communicate effectively and issue client insurance certificates- Process documents in Epic including renewals and current business- Handle mail management related to the book of business- Execute premium finance contracts and billing processes- Maintain accurate claims data in the EPIC systemRequirements:- Preferred background in insurance or financial services- Commitment to obtaining a General Insurance License- Proficient in using Outlook, Excel, and Word- Knowledge of EPIC software is advantageousContribute to Navacord’s mission of providing exceptional risk management solutions while enhancing client satisfaction.#J-18808-Ljbffr

📌 Cibc Wood Gundy Client Associate (Winnipeg)
🏢 CIBC Wood Gundy
📍 Winnipeg

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