Client Coordinator, Private Client Solutions

WHY THIS ROLE MATTERS :

Jones DesLauriers Insurance management Inc. is hiring for a Client Coordinator, Private Client Solutions. The successful incumbent will be responsible for assisting the Client Manager in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

WHAT YOU’LL BE RESPONSIBLE FOR :

• Provide technical assistance to Client Managers
• Discuss any concerns or outstanding info with underwriters
• Provide back-up support to Client Managers when required
• Preparing comparison quotation on renewals where necessary
• Prepare new business documents to be sent for signatures, etc.
• Action all renewals, new business, endorsements and claims
• Process change requests on EPIC
• Review and invoice renewals and endorsements
• Issue in-house endorsements and ne...