Account Assistant, CL

POSITION: Account Assistant, Commercial Lines

About Lloyd Sadd:

Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are innovative leaders in Alberta’s energy, construction, transportation, hospitality, and manufacturing sectors. We partner with our client to fully understand their business which in turn, allows us to successfully understand their insurance needs. We are trusted advisors making a difference.

With a current complement of over 400 people, Lloyd Sadd is poised to continue growing both organically and through acquisition. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients.

THE ROLE

The Account Assistant provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Account Assistants 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 an Account Assistant, 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.

WHAT WE OFFER

• Competitive Salaries based on knowledge and experience;
• Comprehensive Benefits;
• Matching RRSP Contributions;
• Flexible Working Arrangements & Schedules;
• Career development & Tuition Reimbursement;
• Employee Discounts;
• Health and Wellness Initiatives;
• Referral Bonuses for both New Business and Talent;
• A positive and safe work environment!

Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results.

Ready to apply? We thought so!

Qualified candidates are invited to email their resume and cover letter to: careers@lloydsadd.com

Lloyd Sadd 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.