Client Assistant, Surety

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. The Client Assistant, Surety is responsible for providing administrative support for daily activities relating to providing Commercial bonds to customers within the Surety team.

Responsibilities

• Assisting Client Managers to ensure clients needs are met
• Prepare renewals and endorsements
• Process invoices, finance contracts and accompanying client letters
• Assist Accounting to resolve accounts receivable discrepancies
• Review of documentation to ensure accuracy
• Establish and maintain positive working relationships with others (internal/external clients)
• Perform other administrative tasks as required

Skills

• Typically, 1-3 years of insurance and/or surety experience is preferred
• Proficiency working in Epic is required with a minimum of 1-2 years hands on
• Ability to work in a fast paced - high volume environment
• Proficient with all of Microsoft Office, with a strong knowledge of Excel
• Strong ability to work collaboratively and as an individual contributor
• Good organizational and planning skills, with a proven ability to manage time well

Benefits

• 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

Company Overview