Customer Service/administrator

3 weeks ago


Markham, Canada Cheryl Moulton Insurance Agency Full time

Are you outgoing and customer-focused? Are you excited to help customers reach their insurance needs? If you answered yes to these questions, working for an Insurance agent may be the career for you Were looking for a motivated, sales-oriented individual who has a passion for the insurance industry. Our goal is to build up strong relationships and increase our professional reputation with our customers. If you are a motivated individual who thrives in a fast-paced environment, then this is your opportunity for a career in our office Looking for someone with customer service and administrative experience that can help motivate others in a busy Insurance office.

**Responsibilities**
- Greet customers when they come into the office
- Managing diaries, and schedule meetings with customers and sales team
- Work with the agent to establish and meet marketing goals.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Set service goals and make sure they are met on a monthly basis.
- **
Job Requirements**:

- Strong communication and interpersonal skills.
- Successful record of meeting service goals/quotas.
- Customer Service experience an asset.
- Willing to find client-focused solutions and building relationships.
- Interest in marketing products and services based on customer needs.
- Ability to give presentations.
- Ability to attract new clients and retain current ones.
- Basic math skills.
- Management skills.
- Ability to be self motivated.
- Friendly and empathetic towards others.
- Attention to detail a must.
- Organizational and time management skills.

**Qualifications**:

- 2 years of relevant experience would be an asset.
- Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset.
- OTL/RIBO iProperty and Casualty license (preferred/ must be able to obtain).
- Valid Ontario Driver's License
- Fluent in English, Cantonese and Mandarin would be an asset.



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