Account Assistant, Personal Lines - VIP | Lloyd Sadd
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Account Assistant, Personal Lines – VIP

THE ROLE (Edmonton or Calgary)

Our Lifestyle Account Assistant (VIP) provides centralized administrative support to our production and service teams for of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. Account 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 an Account Assistant, 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


  • 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;
  • Process documents including new business, renewals and endorsements within EPIC;
  • 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 timely servicing and invoicing of accounts; and
  • Other duties as required.


  • 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;
  • Must hold a General Insurance License;
  • 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!

Ready to apply? We thought so! 

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

Lloyd Sadd is actively committed to support 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.