Team Lead, Corporate Services

Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. 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. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.
We Listen. We Think. We Deliver.
THE ROLE
The Team Lead for the Corporate Support Services team will provide leadership, training, and coaching to the Account Administrators and Receptionist. As a Team Lead, you are a knowledge bank, you are a congenial and cooperative teammate with an efficient, precise work etiher and exceptional problem-solving skills.
The Corporate Support Services team is an integral part of the organization providing administrative support to the commercial service team, and office supoprt to the various offices across the organization.
**You are a Guardian**:

- You like detailed, skill-based work and support the team to ensure things don’t fall through the cracks and you follow up to ensure service commitments are made and kept, on time.
- You are approachable, naturally empathizing with people, easily seeing their point of view or understanding their emotions.
- You are accommodating; most comfortable working with others, often puts team/company goals before personal goals.

**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 through internal mentorship and key stakeholder relations;
- Overseeing and mentoring account administrators and receptionists including helping their career development and technical growth;
- Working alongside the Director to ensure effective processes and workflows are in place and providing appropriate direction and assistance where required;
- Creating and updating the following in a timely and accurate manner: Submissions, Proposals, Binders, Record Books, Schedules, Renewal Certificates, Pink Cards, Dashboards, Team Sales Sheets, Epic Entry for New Business/Prospects including schedule creation and custom form entry, Policy Document checking including new business and renewals.
- Ordering office supplies for both our Edmonton and Calgary branches including business cards, pink cards, contact sheets, printer toner, binders, stamps and branded items
- Ensure printers/areas are stocked with paper, binders, and folders
- Process and distribute mail to all team members; process outgoing mail and ICS courier orders
- Reception coverage tasks may include but are not limited to: answering phones, greeting external clients, updating of employee lists, ordering catering, and boardroom bookings
- Processing reports including expiration reports and monthly customer statements and weekly invoices
- Addition and Deletion of Drivers including updating Epic and schedules
- Updating claims information in Epic with opening and closing notices
- Other duties as required.

**WHAT WE REQUIRE**:

- Minimum 2-years experience in an administrative role
- High School diploma and/or college certificate required
- Effective verbal and written communications skills
- High level of accuracy and attention to detail required
- High level of proficiency (intermediate level) with Microsoft Office including MS Word, Excel, PowerPoint, Publisher and Outlook
- Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
- 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;
- Strong customer focus with a high degree of resourcefulness, flexibility, and adaptability with shifting priorities

Lloyd Sadd is actively committed to supporting 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.