Client Assistant, Personal Insurance

3 months ago

Ancaster, Canada NFP Corp Full time

**Business Line: Personal Lines**

**Hours Per Week**:35 (Full-Time)

**Job Duration**: Full-Time, Permanent

**About the Role**

We are seeking an eager, detail oriented individual who will prepare, verify and input policy documentation using Insurer portals and broker management system in support of Insurance Account Managers and Account Executives.

**What You’ll Do**
- Review new business submissions and policy change requests from Account Executives and Account Managers for accuracy, return as necessary for additional input and data-entry
- Ensure relevant documentation is scanned & attached to client file.
- Be fully conversant with the underwriting and binding rules of the main Insurers we deal with.
- Process cancellation requests from Account Managers.
- Order underwriting reports as required.
- Update client files with claims opening and closing notices.
- Perform and assist on projects and other job duties as required.

**What You Bring**
- Excellent computer skills with working knowledge of MS Word/Excel, Outlook and the Internet
- Detail oriented with high degree of keying accuracy for work with on-line systems
- Strong work ethic with comfort level working in a team environment
- Proven ability to work with and meet deadlines
- RIBO license or agreement to obtain license within specified time period
- College diploma and/or office experience would be considered an asset
- Knowledge of TAM (The Agency Manager) would be considered an asset
- **Bilingualism (English/French) would be considered an asset**

**Who We Are**

**What’s In It For You**

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
- A hybrid environment approach that keeps the best interests of our staff and our clients in mind
- Annual bonus plan for all employees
- Matching RRSP plan of 5% of salary
- Referral Commission Plan
- Generous benefits plan including Health Care Spending Account starting on the first day of employment
- Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
- Reimbursement of license fees and professional membership dues
- A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

**Our employees are the foundation of our success.**
- NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community._
- Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward._
- Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work._ _We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country._
- Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone. _

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