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Client Assistant, Personal Lines Lloyds Department
NFP, an Aon company (Canada)Golden Horseshoe, ON, Canada- Full-time
- Permanent
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CLIEN013368_1
Business Line : Personal Lines
Job Duration : Full-Time, Permanent
About The Role
We’re looking for a multi-faceted Client Assistant / Account Administrator to serve as an integral member of our Personal Lines Lloyds department, assisting both in the property and equine divisions. In this role, you will provide support to our underwriting term as well as the sales and service teams through assigned daily tasks.
What You’ll Do
- Update EPIC client files with all applicable policy and client data (i.e. customer information, policy information, coverages and billing)
- Process and issue new business, renewal, endorsement and cancellation documents
- Complete portal transactions and changes for new, cancelled and existing client policies
- Processing / Preparation of Account Summaries, Renewal letters and New Business letters
- Assist producers and account managers with applications
- Manage NSF list and follow up with account managers for missing payments
- Assist producers and account managers with payment inquiries
- Scan and attach relevant documents to client file for proper documentation
- Other duties as assigned
What You Bring
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit?https : / / nfp.ca
What’s In It For You
NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
Our employees are the foundation of our success.
NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.
We understand that more people mean more experience, more expertise, more diversity of thought and more opportunities to understand the world we share together. By embracing organic collaboration and innovation, we are able to integrate an array of ideas and perspectives to continuously refine what we do and how we do it.
Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.
Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.
Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.
Accommodations are available on request for candidates taking part in all aspects of the selection process.
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Other
Insurance
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Assistant Department • Golden Horseshoe, ON, Canada