THE ROLE The Personal Insurance Client Administrator provides centralized administrative support to our personal insurance team to allow a seamless execution of our home & auto service strategy.

Personal Insurance Client

Administrators are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule.

As a Personal Insurance Client Administrator, you are a Guardian, unselfish and approachable with a preference for detailed, skill-based work.

You are; Thoughtful, steady, and reliable

Requiring robust structure and adherence to the rules An eye for managing detail-work and always following through. WHAT YOU’LL DO: Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;

A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs;

Support the Personal Insurance team to reach growth initiatives on behalf of the Personal Insurance department;

Efficiently handle document processing,



which includes new business, renewals and endorsements within EPIC for all personal lines policies.

Timely follow up on outstanding documents from the Insurer;

Ensure EPIC workflows are followed including maintaining and updating contact information;

Ensure accurate and prompt management of all accounts and invoicing process, encompassing a wide range of tasks such as Agency Billing, non-payment activities, renewal letters, document & transaction review; and

Other duties as required.

WHAT WE REQUIRE: Administrative background required including strong organizational skills.

An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred;

A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;

Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;

Proficiency in Microsoft Office Suite

Experience with internal Broker Management Systems (EPIC) considered an asset.

Insurance experience is not required, but is considered an asset.

📌 Personal Insurance Client Administrator (Calgary)
🏢 Navacord
📍 Calgary