THE ROLE The Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator 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 Client Coordinator, you are an Artisan, accommodating and analytical while producing highly accurate and accurate work. You are;
- Respecting and seeking direction
- Requiring strong 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;
- Process documents including new business, renewals and endorsements within EPIC;
- Timely follow up on outstanding documents from the Insured or Insurer;
- Ensure EPIC workflows are followed including maintaining and updating claims information;
- Ensure accurate and timely servicing and invoicing of accounts; and
- Other duties as required.
WHAT WE REQUIRE:
- An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred;
- Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CIP, CRM and CAIB;
- Must hold a General Insurance License or willing to obtain;
- 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.