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The Opportunity
At Wiens Insurance Group the Insurance Sales Co-coordinator plays an essential role, in providing a full range of office administrative support services.
Responsibilities
Book and confirm appointments for the advisor
Handle Client Inquiries
Submit and follow up new applications
Communicate with underwriting
Data entry and processing
Claims file set-ups
Qualifications
General insurance license (willingness to complete)
Sales experience: skilled cross selling, drive to meet or exceed targets
Expert at building relationships
Additional Assets
Organized and detail oriented
Expert communication skills both verbal and written
Proficient computer skills
Motivated and driven to succeed
Compensation
$17-$20/hour 37.5 hours per week Monday to Friday
The Advantage
We believe in work/life balance.
Provide opportunities for career advancement
Comprehensive Group Benefits
Being a community focused company we provide volunteer days off for our staff.
Cutting edge training and support
At Wiens Insurance we are the place you want to be. To be part of a team who strives for success. This position is your opportunity, the chance to see your dreams come to a realization.
Essential Skills
- Reading text
- Document use
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Transportation/Travel Information
- Own transportation
- Valid driver's licence
Additional Skills
- Order office supplies
- Provide basic information to clients and the public
- Maintain records
- Data entry
Specific Skills
- Send invoices
- Schedule and confirm appointments
- Greet people and direct them to contacts or service areas
- Answer, screen and forward telephone calls
- Operate switchboard or telephone system
- Record and relay information
- Perform clerical duties, such as filing and sorting and distributing mail
- Obtain and process information required to provide services
- Receive and issue payments
Work Setting
- Financial services
- Business services
Typing (Words Per Minute)
- 41 - 60 wpm
- 61 - 80 wpm
Work Conditions and Physical Capabilities
- Repetitive tasks
- Fast-paced environment
- Work under pressure
Security and Safety
- Basic security clearance
- Criminal record check (abstract)
Business Equipment and Computer Applications
- Windows
- Word processing software
- Spreadsheet software
- Electronic mail
- General office equipment
- Internet browser