29 Oct
|
Tipi Group Of Companies
|
Minto
29 Oct
Tipi Group Of Companies
Minto
The Opportunity
TIPI Insurance Partners is seeking a service-driven and detail-oriented Client Associate to join our growing Property & Casualty (P&C;) team. This role plays an important part in delivering responsive, high-quality service to our clients and supporting our Account Executives with day-to-day insurance needs.
This role works closely with clients, Account Executives, Marketing Brokers, and insurance partners to support day-to-day servicing, policy changes, claims, renewals, and insurance documentation while ensuring timely and high-quality client service.
Responsibilities
- Serve as a primary contact for routine client service and policy administration matters.
- Process policy changes, endorsements, billing inquiries, and Certificates of Insurance (COIs).
- Coordinate claims tracking, submissions, and insurer follow-ups.
- Maintain SOVs, driver information, and other client and policy data.
- Prepare proposals, renewal summaries, and premium breakdowns.
- Provide system support, including data entry, prospect setup, and client information updates.
- Support renewal administration, document collection, tracking, and follow-ups.
- Support Account Executives with client service, administrative, and other P&C; team activities.
Skills
- Strong commercial insurance acumen
- Excellent client service and communication skills.
- Proven ability to manage multiple files and competing priorities in a fast-paced environment.
- Well-developed communication and stakeholder management skills.
- Highly organized with strong attention to detail.
- Comfortable managing multiple deadlines with accuracy and efficiency
Ideal Qualifications
- Post-secondary education in business, administration, or a related field
- Minimum 2 years of commercial insurance experience, preferably in a brokerage or insurer environment.
- Working knowledge of commercial insurance, including property, casualty, liability, automobile/fleet, and related coverages.
- Must hold, or be willing to obtain, the appropriate insurance licensing required for the provinces serviced.
- Proficiency in Microsoft Office and broker management systems (EPIC preferred)
- Knowledge of Indigenous culture is considered an asset
As an Indigenous owned organization, we strive to create a welcoming environment for all, and to continue creating opportunities for Indigenous persons within our industries. reference may be given to qualified Indigenous candidates. Please self declare on your application.
Pay: $45,000.00-$50,000.00 per year
Perks:
- Company pension
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- In office parking
- Paid time off
- Vision care
Ability to commute/relocate:
- Winnipeg, MB R3G 0R8: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you hold, or are you willing to obtain, the insurance licence(s) required for the provinces this position services?
- Do you have knowledge of or experience working with Indigenous communities, organizations, or businesses?
- As an Indigenous owned organization, we strive to create a welcoming environment for all, and to continue creating opportunities for Indigenous persons within our industries. Please self declare on your application.
- Are you familiar with Statement of Values (SOV) and insurance documentation?
Education:
- DCS / DEC (preferred)
Experience:
- Commercial Insurance: 2 years (required)
- Microsoft Office: 2 years (preferred)
Work Location: In person
📌 Client Associate - Commercial Insurance (Minto)
🏢 Tipi Group Of Companies
📍 Minto