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 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 skilled 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.

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📌 Client Coordinator, CL (Winnipeg)
🏢 Clear Destination
📍 Winnipeg