Job Description

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.
• Develop and maintain strong relationships with clients, sureties, and internal stakeholders, ensuring a high level of trust and long-term partnership.
• Support clients with their bonding needs, including bid bonds, performance bonds, labour & material payment bonds, and other surety requirements.
• Assist in the preparation and submission of bond requests, including gathering financial information, work-in-progress reports, and supporting documentation for surety review.
• Process new business, renewals, and endorsements accurately within EPIC, ensuring all bonding and insurance documentation is up to date.
• Proactively follow up on outstanding information from clients and surety markets to ensure timely issuance of bonds.
• Maintain accurate and detailed client files, including tracking bond programs, limits, and utilization.
• Ensure EPIC workflows are followed, including maintaining and updating claims and bond-related activity.
• Ensure accurate and timely servicing, billing, 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.
• Interest in or experience with construction, bonding (surety), or commercial insurance is considered a strong asset.
• Willingness to invest in professional development, including designations such as CIP, CRM, or CAIB.
• Must hold a General Insurance License or be willing to obtain.
• Strong understanding of financials (balance sheets, WIP schedules) or willingness to learn, as it relates to surety underwriting.
• Excellent relationship-building skills, with a focus on client service and long-term partnerships.
• Strong analytical, problem-solving, and organizational skills with high attention to detail.
• Effective communication skills and ability to work collaboratively with clients, sureties, and internal teams.
• Proficiency in Microsoft Office Suite (Excel skills are an asset).
• Experience with EPIC or similar Broker Management Systems is 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.