Insurance Advisor Assistant

3 weeks ago


Grande Prairie, Canada Neil & Associates (2006) Inc. Full time

Locally owned and operated insurance brokerage looking to hire a full-time Insurance Advisor Assistant. Monday-Friday from 8:00 am - 4:30 pm. Closed from 12:00-1:00 pm for lunch daily and closed on all statutory holidays.

Key Responsibilities:

- Present a positive and professional image of the organization to all clients, employees and visitors as one of the initial points of contact of the company.
- Answer incoming calls and refer applicable inquiries to the appropriate individuals or departments within the organization.
- Work with individual insurance products i.e. New Business processing of Life/Disability/Critical Illness, beneficiary designation changes, banking changes, updates to policies, etc.
- Work with segregated fund products i.e. Set up of new investment accounts, processing redemptions, processing subsequent investments, etc.
- Handles general client service requests as they arise in the individual insurance department.
- Various office administration duties including document preparation, filing, data entry, etc. all applicable to position.

Qualifications:

- Must have High School Diploma. Office Administration Certificate or Diploma would be an asset, however, not required.
- Resourceful and highly organized.
- Ability to work as a team player.
- Ability to prioritize duties and attention to detail.
- Punctual and reliable.
- Working knowledge of MS Office (Word, Outlook, Excel).

**Job Types**: Full-time, Permanent

**Salary**: From $22.00 per hour

Expected hours: 37.5 per week

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: In person

Application deadline: 2024-03-08


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