Surety Insurance, Account Assistant

6 months ago

Edmonton, Canada Lloyd Sadd Insurance Brokers Ltd. Full time

**About Lloyd Sadd**:
Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are innovative leaders in Alberta’s energy, construction, transportation, hospitality, and manufacturing sectors. We partner with our client to fully understand their business which in turn, allows us to successfully understand their insurance needs. We are trusted advisors making a difference.

With a current complement of over 300 people, Lloyd Sadd is poised to continue growing both organically and through acquisition. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients.

**THE ROLE**

The Account Assistant provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Account Assistants 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 an Account Assistant, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;
- Respecting and seeking direction
- Requiring strong structure and adherence to the rules
- An eye for managing detail-work and always following through.

**WHAT YOU’LL 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; and
- Other duties as required.

**WHAT 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;
**WHAT WE OFFER**
- Competitive Salaries based on knowledge and experience;
- Comprehensive Benefits;
- Matching RRSP Contributions;
- Flexible Working Arrangements & Schedules;
- Career development & Tuition Reimbursement;
- Employee Discounts;
- Health and Wellness Initiatives;
- Referral Bonuses for both New Business and Talent;
- A positive and safe work environment

Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results.

**Ready to apply? We thought so**
- Lloyd Sadd 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._

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

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Work Location: In person

  • Insurance Account Manager, Surety

    2 weeks ago

    Edmonton, Canada NFP Corp Full time

    **Business Line: Surety** **Hours Per Week**:35 (Full-Time) **Job Duration**: Full-Time, Permanent *** **About the Role** You will manage the day-to-day handling of surety accounts, which includes all file maintenance, issuance of bonds; commercial and contract, issuance of invoices, entries into EPIC, and assist with any ad-hoc duties. Respond to...

  • Client Assistant, Surety

    6 days ago

    Edmonton, Canada NFP Corp Full time

    **Business Line: Surety** **Hours Per Week**:35 (Full-Time) **Job Duration**: Full-Time, Permanent **About the Role** The Client Assistant, Surety is responsible for providing administrative support for the daily activities relating to providing Commercial bonds to our customers within the Surety team **What You’ll Do** - Assisting Client Managers to...

  • Surety Account Manager

    6 months ago

    Edmonton, Canada 10102 HUB Intl Canada West ULC (Prairies) Full time

    Ignite your potential. Impact what matters. Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...

  • Senior Surety Specialist

    4 weeks ago

    Edmonton, Alberta, Canada Pathfind Full time

    At Pathfind, a full-service Talent Management firm and proud partner of Career Partners International, we're seeking an experienced Senior Surety Specialist to join our team.OverviewWe've partnered with a globally recognized insurance brokerage to recruit a top-tier professional with in-depth knowledge of surety bonding. This exciting opportunity will...

  • Surety Broker NEW

    6 months ago

    Edmonton, Canada Pathfind Full time

    Pathfind has partnered with a globally recognized insurance brokerage to recruit a Surety Broker. Ensure that bonds are completed accurately and efficiently Gather the necessary information to generate bid bonds, final bonds, and reference letters Liaise with the surety companies requesting bond approvals Participate in presentations to clients on how...

  • Account Executive

    8 months ago

    Edmonton, Canada Aon Full time

    Are you looking for an opportunity to take your Surety career to the next level? Are you intrigued by the idea of working with industry-leading experts and having loads of professional development opportunities? If this sounds like you, read on! Note: This vacancy is eligible under Aon's SmartWorking policy and is therefore a hybrid role with the...

  • Surety Client Representative

    3 months ago

    Edmonton, Canada Marsh Full time

    **Surety Client Representative** **What can you expect?** You would provide administrative assistance to the Surety business unit, supporting the delivery of required client services in a timely, efficient and professional manner. You are responsible for administration associated with issuing surety bonds, maintaining and updating databases, ensuring they...

  • Account Executive

    6 months ago

    Edmonton, Canada Aon Full time

    Are you looking for an opportunity to take your Surety career to the next level? Are you intrigued by the idea of working with industry-leading experts and having loads of professional development opportunities? If this sounds like you, read on! **Note**: This vacancy is eligible under Aon's SmartWorking policy and is therefore a hybrid role with the...

  • Senior Surety Claims Consultant

    2 weeks ago

    Edmonton, Alberta, Canada Intact Financial Corporation Full time

    Company Overview">">Intact Financial Corporation is a leading provider of insurance and financial services in Canada.">We are committed to delivering exceptional customer experiences and building long-term relationships with our clients.">">About the Role">">This Senior Surety Claims Consultant position is a key role within our National Surety Claims...

  • Surety Account Manager

    6 months ago

    Edmonton, Canada HUB International Full time

    Ignite your potential. Impact what matters. Hi, we’re HUB - a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...

  • Financial Analyst/underwriter, Contract Surety

    6 months ago

    Edmonton, Canada Intact Full time

    Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are - here, diversity is a strength. You...

  • Underwriting Assistant, Surety

    1 week ago

    Edmonton, Canada Intact Full time

    Nos équipes sont au coeur de tout ce que nous faisons. Ensemble, nous aidons les gens, les entreprises et la société à aller de l’avant dans les bons moments et à être résilients dans les moments difficiles.Notre promesse aux employés, c’est ce qu’Intact vous promet en échange de votre engagement à vivre nos valeurs, à donner le meilleur de...

  • Claims Specialist Senior

    2 weeks ago

    Edmonton, Alberta, Canada Intact Full time

    About the RoleWe are seeking a seasoned Senior Claims Specialist to join our National Surety Claims Department at Intact. As a key member of our team, you will play a vital role in handling complex surety claims and overseeing the work of junior staff.Job DescriptionIn this challenging and rewarding position, you will be responsible for assessing coverage,...

  • Commercial Insurance Account Manager

    6 months ago

    Edmonton, Canada Go Insurance Full time

    **Job Description**: **Commercial Insurance Account Manager** Are you a licensed insurance broker with an unwavering desire to succeed? Do you have experience and skills that set you apart in the industry? Are you looking for a rewarding career that offers incredible benefits, vacation time, and a fantastic work culture? Look no further! Go Insurance has...

  • Commercial Insurance Account Specialist

    4 weeks ago

    Edmonton, Alberta, Canada Billyard Insurance Group - Edmonton South Full time

    OverviewBillyard Insurance Group, a rapidly growing national insurance brokerage with over 70 locations across Canada, is seeking a licensed Commercial Account Assistant to join our Edmonton South team.

  • Account Manager, Commercial Insurance

    6 months ago

    Edmonton, Canada Rogers McLean Shaw Insurance Brokers Ltd Full time

    **ACCOUNT MANAGER, COMMERCIAL INSURANCE** **LOCATION AND STATUS** - Edmonton, AB - Full-time, permanent **ROLE & RESPONSIBILITIES** - Respond to customer request directly (or indirectly from the Producer), compiling information and submitting information to appropriate insurance companies - Participate in account reviews; assist in up-selling of products...

  • Account Manager, Agriculture Insurance

    6 months ago

    Edmonton, Canada Rogers McLean Shaw Insurance Brokers Ltd Full time

    **ACCOUNT MANAGER, AGRICULTURE INSURANCE** **We have an opportunity within our organization for an Account Manager role in our Agricultural sector.** AgPro Insurance Brokers is the Agriculture division of Rogers McLean Shaw and is a sector within our organization we are focused on growing. The role is Agricultural based which includes a combination of both...

  • Account Manager

    6 months ago

    Edmonton, Canada Westland Insurance Full time

    Account Manager (Commercial Insurance) Edmonton Regional, AB, 17203 103 Ave NW #100, Edmonton, Alberta, Canada Req #3008 Thursday, May 23, 2024 We’re searching for a Commercial Account Manager. Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a Commercial Account Manager for our ...

  • Cmb Insurance Brokers

    6 months ago

    Edmonton, Canada CMB Insurance Brokers Full time

    As an Account Manager, working with the Sales Team and under the direction of the Senior Account Manager (Team Lead), you will help plan, lead and guide the growth, renewal and servicing of accounts to contribute to the continued growth and operation of the brokerage. Your primary role will be to perform the renewal of the assigned customers (Book of...

  • Commercial Account Assistant

    2 months ago

    Edmonton, Canada Billyard Insurance Group - Edmonton South Full time

    Commercial Account Assistant Billyard Insurance Group (BIG) - Edmonton South is looking for a licensed Commercial Account Assistant to join our brokerage. Billyard Insurance Group is a rapidly growing national insurance brokerage with over 70 locations across Canada. We’re also proud to have been recognized on Insurance Business Canada’s Top Brokerages...