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We are a local business within the umbrella of The Co-operators. We believe that building long lasting relationships with clients and helping clients achieve their financial objectives, as well as protect what's most important to them, is the reason why we are one of the top agencies in the province. We work closely as a team to educate our clients in making the right insurance decisions for them.
Summary of Role
We are looking for an Office Administrator to handle client inquiries, work in correlation with our advisors, and be the friendly face which greets our clients. Along with the ability to prioritize and manage a complex workload, a successful candidate must have excellent communication, computer, and organizational skills. Working Independently and proactively, supports our advisors in their roles.
Duties and Responsibilities
Process and follow up on all billing transactions
Handle incoming and outgoing phone calls
Probing incoming client contact to assess their needs and determining who they should be dealing with
Update & documenting client information
Creating and maintaining client files while ensuring strict confidentiality for our clients
Cash handling, including confirming amounts due when collecting renewal payments and past due payments
Assist in scheduling and calendar management
Preparing policy documents
Ordering supplies and maintaining inventory levels
Dealing with all banking related tasks, including daily deposits
Manage offices social media account(s)
Other duties as assigned
Requirements
Level 1 General Insurance License or must be obtained within 2 months.
Minimum 1 year sales & service experience or related business experience is preferred
Must be legally able to work in Canada
Ability to work independently
Excellent communication skills
Ability to pass credit reference and criminal history check
Essential Skills
- Reading text
- Document use
- Numeracy
- 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
Specific Skills
- Type and proofread correspondence, forms and other documents
- Sort, process and verify applications, receipts and other documents
- Send and receive messages
- Provide general information to clients and the public
- Compile data, statistics and other information
- Receive and forward telephone or electronic enquiries
- Maintain and prepare reports from manual or electronic files, inventories, mailing lists and databases
- Process incoming and outgoing mail manually or electronically
- Prepare invoices and bank deposits
- Order supplies and maintain inventory
- Photocopy and collate documents for distribution, mailing and filing
Area Of Specialization
- Correspondence
Security and Safety
- Criminal record check (abstract)
Business Equipment and Computer Applications
- Windows
- MS PowerPoint
- MS Word
- Electronic mail
- Electronic scheduler
- General office equipment
- Internet browser