Posted last month
Client Coordinator, CL
@ Navacord
Overview
Navacord, one of Canada's largest insurance and group benefits providers, is hiring a Client Coordinator to give centralized administrative support to production and service teams. The work covers processing new business, renewals and endorsements in EPIC, following up on outstanding documents, and servicing and invoicing accounts.
Responsibilities:
- Process new business, renewals and endorsements in EPIC
- Follow up on outstanding documents from insureds and insurers
- Maintain and update claims information in EPIC workflows
- Service and invoice client accounts accurately and on time
- Build rapport and provide customer service to clients
Requirements summary:
- General Insurance License or willingness to obtain
- Post-secondary education, certificates or industry programs preferred
- Willingness to pursue CIP, CRM or CAIB designations
- Proficiency in Microsoft Office Suite
- Experience with EPIC considered an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-09-23
- First seen by our source
- 2026-10-13
- Source record updated
- 2026-10-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | General Insurance License |
| Encouraged to apply | Indigenous peoples, Racialized people, People with disabilities, 2SLGBTQ+, Women |
| Education | College diploma (preferred) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Navacord
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Local Touch. National Strength.
Full company description
Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive. Our business model enables new partners to remain majority employee owned while focusing on organic growth, producing healthy profits and internal perpetuation.
- LinkedIn followers
- 53,019
- People associated on LinkedIn
- 795
- Reported office locations
- Toronto, Ontario, CA
- Business categories
- Employee Benefits
- Consulting
- Risk Management
- InsurTech
- Insurance
- Other recorded names
- Navacord
- Profile identifies a recruitment agency
- No
- Reported total investment
- 1,380,304,968
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 1,001-5,000 employees |
| Organization type | Privately Held |
| Open jobs on Jobsy | 15 |
| View page |
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 Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator 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 a Client Coordinator, 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.
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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