Client Coordinator

About the job

ATTENTION NEW GRADS:

This is a great opportunity for a recent or upcoming insurance program graduate who is looking to start their insurance career in commercial lines and become a commercial insurance broker:

You can look forward to receiving top notch professional customer service training in partnership with our parent company: Navacord (one of Canada’s largest and fastest growing Insurance Brokerages) to hone in your broker skills and knowledge.

Assistance in obtaining the RIBO license will also be provided.

RESPONSIBILITIES:

•Issue certificates of insurance for approval from Client Manager

•Generate/issue liability slips for renewals, endorsements and new business

•Assist with processing documents: renewals, endorsements, and new business

•Run MVRs/driver abstracts, CVOR, etc.

•Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by the Client Manager

•Assist with the maintenance of the summary of insurance

•Update premium comparisons, summaries, executive summaries as directed by a Client Manager

•Input and update of claims and new clients information into EPIC

•Assist with performing Auto Quotes on Compu-Quote when required

•Assist with sending renewal requests to clients 100 days in advance as directed by the Client Manager

•Check policy documents against binders issued

•Creating policy binders for Client Managers

•Assist with processing of mail and endorsements for the team

•Other duties as assigned

REQUIREMENTS:

•Insurance Program Graduate preferred

•R.I.B.O license is preferred

•Working towards C.I.P. or C.A.I.B. designation

•Superb interpersonal skills and attention to detail

•Ability to be a self-starter with strong written and oral communication skills as well as organizational skills

•Advanced skills in Outlook, Excel, Word

Jones DesLauriers is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.