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Client Coordinator, CL

@ Navacord

Edmonton, AB · Calgary, AB

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Navacord, one of Canada's largest insurance and group benefits providers, is hiring a Client Coordinator to give centralized administrative support to production and service teams. The work covers processing new business, renewals and endorsements in EPIC, following up on outstanding documents, and servicing and invoicing accounts.

Responsabilités :

  • Process new business, renewals and endorsements in EPIC
  • Follow up on outstanding documents from insureds and insurers
  • Maintain and update claims information in EPIC workflows
  • Service and invoice client accounts accurately and on time
  • Build rapport and provide customer service to clients

Résumé des exigences :

  • General Insurance License or willingness to obtain
  • Post-secondary education, certificates or industry programs preferred
  • Willingness to pursue CIP, CRM or CAIB designations
  • Proficiency in Microsoft Office Suite
  • Experience with EPIC considered an asset

Outils et compétences

Avantages mentionnés

Régime de retraite
Source et dates

Site carrière / système de candidatures · dayforce-feed

Date publiée par l’employeur
2026-09-23
Première détection par notre source
2026-10-13
Mise à jour du dossier source
2026-10-13

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineService à la clientèle
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Permis et certificationsGeneral Insurance License
Candidatures encouragéesAutochtones, Personnes racisées, Personnes handicapées, 2ELGBTQI+, Femmes
FormationCollégial (DEC) (préféré)

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Navacord

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Local Touch. National Strength.

Description complète de l’entreprise

Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive. Our business model enables new partners to remain majority employee owned while focusing on organic growth, producing healthy profits and internal perpetuation.

Abonnés LinkedIn
53 019
Personnes associées sur LinkedIn
795
Bureaux déclarés
  • Toronto, Ontario, CA
Catégories d’activité
  • Employee Benefits
  • Consulting
  • Risk Management
  • InsurTech
  • Insurance
Autres noms enregistrés
  • Navacord
Le profil indique une agence de recrutement
Non
Investissement total déclaré
1 380 304 968

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the…

ChampValeur
SecteurInsurance
Taille1,001-5,000 employees
Type d’organisationPrivately Held
Offres sur Jobsy15
LinkedInVoir la page
Description

Navacord is 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 across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.



THE ROLE
The Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator 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 a Client Coordinator, 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;
  • Proficiency in Microsoft Office Suite
  • Experience with internal Broker Management Systems (EPIC) considered an asset.


Navacord 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.

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