Client Coordinator, Vip Personal Insurance

2 weeks ago

Mississauga, Canada Jones DesLauriers Insurance Management Inc Full time

**WHAT WE OFFER**:

- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- On-site Fitness Facility
- A volunteer day to make a difference and give back to your community
- Vary days - including a day off for your birthday

**POSITION OVERVIEW**:
Jones DesLauriers Insurance management Inc. is hiring for a Client Coordinator, VIP Personal Lines, insurance. 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.

**RESPONSIBILITIES**:

- 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

**REQUIREMENTS**:

- Minimum 1-2 years personal insurance experience ideal
- RIBO is required and preferably working towards CIP or CAIB 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
- 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._

**Job Types**: Full-time, Permanent

Schedule:

- Monday to Friday

Work Location: In person

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