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Job Title


Client Coordinator


Company : Lloyd Sadd


Location : Edmonton, Alberta


Created : 2025-06-22


Job Type : Full Time


Job Description

THE ROLEThe 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 YOULL 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; andOther 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 1A 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.