POSITION OVERVIEW The Technical Administrator, Private Client Solutions provides crucial support in ensuring the efficient preparation and issuance of key insurance documents, including current business documents, renewals, and Certificates of Insurance. Your strong organizational skills, diligence, commitment to maintaining relationships, and exceptional communication abilities will be vital in delivering seamless service to our valued clients and supporting the overall efficiency of the Private Client Solutions team. This is a remote role with flexibility to work hybrid out of our Downtown office. RESPONSIBILITIES: Process Management Collaborate with the Director of Operations and the Private Client Solutions team to develop and optimize processes for servicing clients and the Private Client Solutions team efficiently. Process insurance documents within EPIC and various company portals, including declarations pages, policy wordings, extensions, endorsements, and more. Download and save documents from other insurers into EPIC, ensuring thorough document management. Handle all mid-term changes and transactions related to policies. Prepare statements of values as directed by the

📌 Technical Administrator, Private Client Solutions (Canada)
🏢 Waypoint
📍 Canada