Client Coordinator, Private Client Solutions

WHY THIS ROLE MATTERS :

Jones DesLauriers Insurance management Inc. is hiring for a Client Coordinator, Private Client Solutions. The successful incumbent will be responsible for assisting the Client Manager in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

WHAT YOU’LL BE RESPONSIBLE FOR :

• Provide technical assistance to Client Managers
• Discuss any concerns or outstanding info with underwriters
• Provide back-up support to Client Managers when required
• Preparing comparison quotation on renewals where necessary
• Prepare new business documents to be sent for signatures, etc.
• Action all renewals, new business, endorsements and claims
• Process change requests on EPIC
• Review and invoice renewals and endorsements
• Issue in-house endorsements and new business on company portals
• Release renewals after making appropriate changes
• Scan and attach documents to EPIC
• Quote cross sells and up sell as much as possible
• Issue pink slips when needed in addition to completing miscellaneous duties as assigned

WHAT YOU BRING TO THE ROLE :

• Minimum 1-2 years personal insurance experience ideal
• R.I.B.O is required and preferably working towards C.I.P. or C.A.I.B. designation
• Client development / relationship management experience
• Ability to be a self-starter with strong written and oral communication skills in addition to strong organizational skills
• Proficiency in Outlook, Word and EPIC

WHAT WE OFFER :

• Health and Dental Benefits
• RRSP Match Program
• Bonus
• Hybrid Work Environment
• Paid Vacation Time
• Sick Days
• Additional PTO available

*This is a replacement role.

*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.

We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.