Account Assistant, Personal Lines

**POSITION**:Account Assistant, Personal Lines

**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 180 people, Lloyd Sadd is poised to continue growing both organically and through acquisition. With two locations in Alberta, 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 position provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy.

**WHAT YOU’LL DO**
- Communication with clients and issue client certificates of insurance and pink cards
- Process documents including new business, renewals and endorsements within Epic
- Manage incoming and outgoing mail related to the book of business
- Invoice, transact, and execute on premium finance contracts and premium allocations
- Ensure EPIC workflows are followed
- Maintain Claims information in EPIC which includes; input, update and follow-up with client
- Assist in preparing renewals
- A/R processing and billing
- Follow up on outstanding documents from the Insured or Insurer
- Checking insurance documents for accuracy

**WHAT WE REQUIRE**
- Insurance or Financial Services experience preferred
- Willing to invest time in extensive training and must be able to obtain your General Insurance License and work towards an industry related professional designations.
- Advanced skills in Outlook, Excel, Word considered an asset
- Experience in EPIC considered an asset

**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

Additional pay:

- Bonus pay

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Edmonton, AB: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you possess your General Level 1 License?

**Education**:

- Secondary School (preferred)

**Experience**:

- Personal Lines Insurance: 1 year (preferred)