Client Assistant, Business Insurance - Calgary - NFP

    NFP
    NFP Calgary

    1 week ago

    Description

    Business Line: Commercial Lines

    Hours Per Week: 35 (Full-Time)

    Location: Calgary or Grande Prairie – Any )

    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 in Edmonton. 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 administrative teams to support workflows.
    • Follow up on outstanding documents with carriers and support general administrative functions as required.

    What You Bring

    • AB General License would be considered an asset
    • Strong technical skills and comfort working across various platforms and systems.
    • High attention to detail with a keen ability to spot inconsistencies or issues in documentation.
    • Strong time management and organizational skills, ability to manage multiple tasks and deadlines.
    • Ability to work independently while contributing to a highly collaborative team environment.
    • Problem-Solving mindset and initiative in troubleshooting issues and improving processes.
    • Excellent communication skills and a client-focused approach.

    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

    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.

    • A hybrid environment approach that keeps the best interests of our staff and our clients in mind
    • Annual bonus plan for all employees
    • Matching RRSP plan of 5% of salary
    • Referral Commission Plan
    • Generous benefits plan including Health Care Spending Account starting on the first day of employment
    • Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
    • Reimbursement of license fees and professional membership dues
    • A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

    Accommodations are available on request for candidates taking part in all aspects of the selection process


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