Junior Account Administrator

5 months ago

Victoria, Canada Integrated Benefit Solutions Full time

_**Our Company**_

Integrated Benefit Solutions has been tracking benefit trends and providing comprehensive benefit plans for business owners, their employees and their families since 1999. Our mission is to be the leader in providing Group Benefits & Savings to Vancouver Island business owners and community members. We help professionals protect their business and families through our unique and exclusive product offerings and unparalleled customer service.

**We accomplish this by committing to our core values**:

- **Integrity**_**:

- **We are honest with our clients and handle their business with strong moral principles and comply with all industry standards and regulations.
- **Loyalty**_**-* **We provide excellent customer service and will never leave clients to navigate the complicated world of insurance and employee benefits alone. We are locally owned and operated and value supporting our community. *
- **Growth**_**:

- **We are committed to growing our business by continually improving our customer service process and product base.
- **Job Summary**_

Reporting to the Account Manager, the Junior Account Administrator assists in day to day office administration, ensuring office processes run smoothly. The Junior Account Administrator manages client documentation, helps in data entry, and assists with other client and administrative related functions. Under supervision, the Junior Account Administrator will oversee client relationships and account management of select accounts
- **Primary Responsibilities and Duties**_

Respond to and resolve client concerns using the correct company policies and procedures

Manage and organize company files and drives

Assist in data entry, inputting data into the Customer Relationship Management System and Microsoft Excel

Assist in collection of metrics from the Customer Relationship Management System

Assist in the client renewal process; prepare files and other pertinent information related to client files

Develop and maintain spreadsheets associated with record management

Manage office supplies and order inventory as needed

Help to coordinate staff meetings, executive schedules, and corporate events

Provide timely and professional telephone answering and call routing

Create content for newsletters, travel blogs, and monthly employee meetings

Maintain office cleanliness and organization
- **Need to have**_

**- **A positive, can do attitude
- A High School Diploma or equivalent
- Strong organizational and time management skills
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
- A strong sense of discretion and professionalism
- Strong people skills
- Some knowledge of insurance, investments, and group benefits
- **Nice to have**_
- 1 year of administrative experience
- A Certificate or Diploma in Office Administration or Business Administration.
- Some marketing experience
- Some customer service experience
- Experience using Customer Relationship Management software
- Some volunteer or community involvement experience

**Thank you for your interest in joining our team**

Integrated Benefit Solutions is committed to promoting employee equity and building a skilled, diverse workforce.

**Benefits**:

- Company events & social hours
- On-site parking
- Dental care
- Extended health care
- Wellness programs

**Integrated Benefit Solutions provided the following inclusive hiring information**:
We are an equal opportunity employer and consider all qualified applicants equally without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

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

**Salary**: From $19.00 per hour

**Benefits**:

- Casual dress
- Dental care
- Discounted or free food
- Extended health care
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Work from home

Schedule:

- 8 hour shift

Application question(s):

- how many years of employee benefits experience do you have?

**Education**:

- Secondary School (preferred)

**Experience**:

- administrative assistant: 1 year (preferred)

Work Location: In person

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