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Account Assistant


The Account Assistant position provides centralized administrative support for our commercial insurance accounts. This role supports our production and service teams to allow a seamless execution of our service strategy.


  • Accountable to the Account Manager who delegates and directs work for the Commercial Practice Group
  • Issue certificates of insurance within 4 hours for assigned Account Managers and send to appropriate client
  • Generate/issue liability slips for renewals, endorsements, new business, certificates and pink cards
  • Process documents: new business, renewals and endorsements
  • Invoice and execute on premium finance contracts and premium allocations
  • Communicate with clients
  • Ensure EPIC workflows are followed including maintaining and updating custom forms
  • Maintain Claims information in EPIC which includes; input, update and follow-up with client
  • Assist in preparing renewals in advance as directed by the Account Manager
  • Manage effectively the abeyance system
  • Other duties as assigned


  • 1 year of insurance experience preferred
  • Level I License required
  • Working towards C.I.P. or C.A.I.B. designation preferred
  • Superb interpersonal skills and attention to detail
  • Ability to work independently and in a team environment
  • Advanced skills in Outlook, Excel, and Word
  • Other duties as assigned


  • Competitive Salaries based on knowledge and experience;
  • Comprehensive Benefits after 90 days of employment;
  • Matching RRSP Contributions after 90 days of employment;
  • 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!

Apply online by emailing Courtney Fry, Human Resources Coordinator at

Please ensure to include your resume & cover letter including the position title in your subject line as noted above.

We thank all those who apply however, only those applicants chosen for an interview will be contacted. Applicants must be legally eligible to work in Canada.