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Administrative Assistant

2 months ago

Greenwood, Canada The Co-operators - Greenwood Full time

**Position located in Greenwood**

**Summary**:
The focus of the Client Contact Representative is assisting in the co-ordination and implementation of the agency contact program through outbound calling to schedule and confirm appointments for the agent and agency staff. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through dedicated outbound activity. The role further provides clerical and administrative support to the agency including greeting clients, accepting payments, answering, and placing phone calls.

**Roles and responsibilities**:

- Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments.
- Schedule all appointments on the appropriate calendar.
- Document client profile notes.
- Maintain Policy Centre and Billing Centre
- Track call activity including calls dialed, contacts made, and appointments booked.
- Greet clients and direct them to the appropriate agency staff.
- Obtain, verify, and record client information as required.
- Provide a full range of administrative support services

**Working Conditions**:
**Physical**:

- Regular office environment.
- Monday to Friday - 9am - 5pm.

**Qualifications and Skills**:

- General Insurance License an asset, but not necessary.
- Skilled in communication (verbal and written)
- Strong interpersonal skills.
- Organizational and time management skills.

**PERFORMANCE MEASURES**:
**Performance of Core Functions**
- Level of customer satisfaction as measured through client feedback.
- Ongoing focus on personal and professional development.
- Achievement of individual goals and contribution to achievement of the agency goals.
- Contribution to achievement of multi-line client targets.

**Impact on the Organization**
- Contribution to profitable growth and positive retention in the agency as measured by key indicator.
- Reports Impact on the organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information.
- Client Contact Representatives are the face of the organization to our clients.

**Impact on the Client**
- Timely delivery of services and responses to client inquiries - once and done approach.

**Impact on Team/Staff Development**

**Effectiveness of working relationships with peers, agent and district management team.**
- Works cooperatively with others to accomplish objectives.
- Achievement of targets set both team and individual.
- Ability and initiative to take on new and challenging assignments

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

**Salary**: $18.00-$20.00 per hour

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus pay

**Education**:

- Secondary School (preferred)

**Experience**:

- administrative assistant: 1 year (preferred)
- receptionist: 1 year (preferred)

Work Location: In person

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