Client Assistant, Business Insurance

Job description

Business Line: Commercial Lines Hours Per Week: 35 (Full-Time): Location: Edmonton, Alberta ( https://www.nfp.ca/about-nfp/find-an-office ) Job Duration: Full-Time, Permanent: About the Role: We’re looking for a detail-oriented and highly organized Client Assistant to support our Commercial Team. This role is critical in ensuring accurate and efficient data entry across multiple software platforms, allowing the Service Team to focus on client relationships and revenue growth. With this role, you will open the door to an exciting career path opportunity with NFP and be a valued member and key partner in ensuring client satisfaction. What You’ll Do: You will manage a variety of administrative tasks including: - Process and organize key policy documents (Renewals, endorsements, cancellations, reinstatements.), ensuring accuracy and completeness. - Review incoming documents for critical coverage details and compare them against system records. - Accurately enter and maintain data across multiple platforms to support timely client service. - Prepare and issue invoices, including premium financing, and resolve any discrepancies. - Collaborate closely with the service team and other admin...