Client Associate, Commercial Insurance
3 days ago
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 Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.
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
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.
-
Associate, Commercial Insurance
4 days ago
Edmonton, Canada Acera Insurance Full timeAssociate, Commercial Insurance Jan 13, 2026 Location: Edmonton, AB, CA We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to...
-
Associate, Commercial Insurance
1 week ago
Edmonton, Alberta, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are:Encouraged to challenge the status quo and never stop learning in their commitment to excellence. Empowered with a sense of accountability and autonomy to take...
-
Associate, Commercial Insurance
1 week ago
Edmonton, Alberta, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.Our people are:Encouraged to challenge the status quo and never stop learning in their commitment to excellence.Empowered with a sense of accountability and autonomy to take ownership...
-
Client Advisor, Commercial Insurance
1 week ago
Edmonton, Canada Acera Insurance Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _Empowered...
-
Client Advisor, Commercial Insurance
3 weeks ago
Edmonton, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence. Empowered with a sense of accountability and autonomy to take...
-
Client Advisor, Commercial Insurance
2 weeks ago
Edmonton, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...
-
Edmonton, Canada Acera Insurance Services Ltd. Full timeA leading insurance brokerage in Canada is seeking a Client Advisor for commercial insurance in Edmonton, AB. This full-time role involves processing policy documents, preparing cover letters, and maintaining client files. Candidates should have over 2 years of experience in the insurance industry and knowledge of commercial insurance products. Join a...
-
Edmonton, Canada Acera Insurance Services Ltd. Full timeA leading insurance brokerage in Canada is seeking a Client Advisor for commercial insurance in Edmonton, AB. This full-time role involves processing policy documents, preparing cover letters, and maintaining client files. Candidates should have over 2 years of experience in the insurance industry and knowledge of commercial insurance products. Join a...
-
Commercial Insurance Advisor
1 day ago
Edmonton, Canada Westland Insurance Ltd. Full timeWe’re searching for a Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd. is growing and has a new opportunity for a Commercial Insurance Advisor at our Edmonton Regional Office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Edmonton, Canada Acera Insurance Services Ltd. Full timeA leading insurance brokerage in Canada is seeking a Client Executive to manage and grow a book of commercial accounts. The ideal candidate will have over 3 years of experience in the insurance industry, particularly with commercial lines, along with a strong focus on customer service and attention to detail. The role requires strong relationship-building...
