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. 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.] - 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 1 - 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.
Job Title
High Salary: Client Coordinator