Client Associate, Commercial Insurance Job at Lloyd Sadd, Kelowna, BC

M05URjd5aFlGYnZXaTVmVTJIbzUwZFAxeFE9PQ==
  • Lloyd Sadd
  • Kelowna, BC

Job Description

POSITION: Client Associate, Commercial Lines

REPORTING TO: Unit Manager

THE ROLE

The Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.

We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high end results on schedule. The successful candidate will be detail driven, highly organized, and will be passionate about providing exceptional client service at all levels.

WHAT YOU’LL DO

  • Communication with clients and issue client certificates of insurance and pink cards
  • Process documents including new business, renewals and endorsements within Epic
  • Manage incoming and outgoing mail related to the book of business
  • Invoice, transact, and execute on premium finance contracts and premium allocations
  • Ensure EPIC workflows are followed
  • Maintain Claims information in EPIC which includes; input, update and follow-up with client
  • Assist in preparing renewals
  • A/R processing and billing
  • Follow up on outstanding documents from the Insured or Insurer
  • Checking insurance documents for accuracy

WHAT WE REQUIRE

  • Insurance or Financial Services experience preferred
  • Willing to invest time in extensive training and must be able to obtain your General Insurance License and work towards an industry related professional designations.
  • Advanced skills in Outlook, Excel, Word considered an asset
  • Experience in EPIC considered an asset

Job Tags

Contract work,

Similar Jobs

Core Medical Locums

Locum Tenens CRNA - Anesthesia - $168 per hour Job at Core Medical Locums

 ...Core Medical Locums is seeking a CRNA Anesthesia for a locum tenens job in Orange, California. Job Description & Requirements ~ Specialty: Anesthesia ~ Discipline: CRNA ~ Start Date: 05/08/2025~ Duration: 13 weeks ~36 hours per week ~ Shift: 12 hours... 

会社名非公開

Creator Marketing Lead - FMCG Job at 会社名非公開

 ...y in Japan. * Build and manage relationships with influencers and creators, especially YouTubers and Tiktokers. * Lead creator-led projects and ensure strong product integration. * Align marketing efforts with global and local busines... 

Aplin

Administrative Assistant - Government of Alberta Job at Aplin

Our client, a division of the Government of Alberta, is currently seeking an experiencedAdministrative Assistantto support a busy and dynamic office during a period of transition and growth. This is afull-time, 3-month contract position, in office,based in downtown Edmonton... 

Fresh Tax Solutions

Client Outreach Specialist Job at Fresh Tax Solutions

 ...Kick Off Your Career with FreshTax - Now Hiring Client Outreach Specialists: Looking to start a career with real opportunity and...  ...training, a supportive environment, and plenty of room to grow. No experience? No problem - well teach you everything you need to succeed.... 

The Globe Pequot Publishing Group

Editorial Internship - Globe Job at The Globe Pequot Publishing Group

 ...Job Description Job Description Globe Pequot Publishing Group is currently accepting applications from ambitious students interested...  ...will be considered. Candidates must be able to receive academic credit or fulfill a graduation requirement to be accepted into...