Vernon, Bc Client services occupations Jobs – 5 Openings This Week

Client Associate, Commercial Insurance
Navacord —Kelowna, BC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Financial services
Quick apply
5d
General Interest
Minga —Kelowna, BC
- Full-time
- Hybrid work
Quick apply
Sales Coordinator
Waste Connections of Canada —Kelowna, BC
- $50,000–$55,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Employee stock purchase plan
- Disability insurance
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13d

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Client Associate, Commercial Insurance

Navacord
Kelowna, BC

Quick apply

Job details

Full-time
5 days ago

Skills

Microsoft Excel
Microsoft Outlook
Financial services

Full job 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 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.
We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high end results on schedule. The successful candidate will be detail driven, highly organized, and will be passionate about providing exceptional client service at all levels.
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

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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client services occupations jobs in vernon, bc

Client Associate, Commercial Insurance

General Interest

Sales Coordinator

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