Account Assistant (experienced, High Net Worth)

  • Full Time
  • D3J

Lloyd Sadd


The Personal Lines Assistant provides centralized administrative support to our personal lines team to allow a seamless execution of our home & auto service strategy. Lifestyle Assistants 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 Lifestyle Assistant, you are a Guardian, unselfish and approachable with a preference for

detailed, skill-based work. You are;

  • Thoughtful, steady, and reliable
  • Requiring strong structure and adherence to the rules
  • An eye for managing detail-work and always following through


  • 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;
  • Support the Personal Lines Advisor’s to reach growth initiatives on behalf of the department;
  • Efficiently handle document processing, which includes new business, renewals and endorsements within EPIC for all personal lines policies.
  • Proactively supporting the team by taking work from the central queue without prompts;
  • 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 prompt management of all accounts and invoicing process, encompassing a wide range of tasks such as Agency Billing, addressing non-payment concerns, billing amendments and payments for clients, managing NSF cases and facilitated with account cancellations due to missed payments; and
  • Other duties as required.


  • Must have a minimum of 1 year of Hight Net Worth Client insurance experience
  • Must hold a General Insurance License
  • 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;
  • 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.


  • Competitive Salaries based on knowledge and experience;
  • Comprehensive Benefits;
  • Matching RRSP Contributions;
  • Flexible Working Arrangements & Schedules;
  • Career development & Tuition Reimbursement;
  • Employee Discounts;
  • Health and Wellness Initiatives;
  • Referral Bonuses for both New Business and Talent;
  • A positive and safe work environment!

Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results.

Ready to apply? We thought so!

Qualified candidates are invited to email their resume and cover letter to: [email protected]

Lloyd Sadd 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.