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. As a Client Coordinator you are an Artisan accommodating and analytical while producing highly precise and accurate work. You are;Respecting and seeking directionRequiring strong structure and adherence to the rulesAn eye for managing detail-work and always following 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 WE REQUIRE:An academic background consisting of post secondary education certificates industry programs etc. is preferred;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 or willing to obtain;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 SuiteExperience with internal Broker Management Systems (EPIC) considered an asset.
Required Experience:
IC