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 precise and accurate work. You are;
Respecting and seeking direction
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;
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.