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NFP, an Aon company

Client Assistant, Surety

Posted One Month Ago
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In-Office
2 Locations
Junior
In-Office
2 Locations
Junior
The Client Assistant provides administrative support to the Surety team, assists with client management, prepares documentation, processes invoices, and maintains positive client relationships.
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Business Line: Surety

Hours Per Week: 35 (Full-Time)

Location: Markham, Mississauga, Toronto - Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

Wage Transparency: The base salary range for this position is $45,000 to $60,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

 


About the Role

The Client Assistant, Surety is responsible for providing administrative support for the daily activities relating to providing Commercial bonds to our customers within the Surety team

 

What You’ll Do

  • 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

 

What You Bring

  • 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. 
  • Accounting and high transactional experience is an asset. 
  • Strong ability to work collaboratively and as an individual contributor
  • Good organizational and planning skills, with a proven ability to manage time well. 

     

    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 https://nfp.ca

     

    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

     

    Our employees are the foundation of our success.

    NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

    Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

    Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

    Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

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

    Top Skills

    Epic
    Excel
    MS Office

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