Insurance Advisor
1 day ago
We're a company that values integrity, respect, and customer-driven excellence. Our diverse and inclusive work environment is built on these principles, ensuring a respectful and inclusive space for all team members.
Job SummaryWe're seeking a skilled Personal Insurance Advisor to join our team in Medicine Hat, AB. As a key member of our Personal Insurance team, you'll provide exceptional customer service, handle multiple priorities, and work collaboratively with our team to achieve our goals.
Key Responsibilities- Answer multi-line phones and direct client inquiries with professionalism and courtesy.
- Manage the flow of walk-in customers and callers, ensuring their needs are met through superior customer service.
- Process customer payments, bank deposits, petty cash management, and account coding with accuracy and efficiency.
- Be part of the billing team, answering client calls regarding payments and resolving any issues promptly.
- Monitor and distribute incoming and outgoing mail, faxes, and couriers, ensuring timely and secure delivery.
- Update the EPIC system and company portals consistently, maintaining accurate and up-to-date information.
- High School and/or Post-Secondary Education.
- 2-5 years of experience in an office environment, preferably in a brokerage or insurance industry.
- Strong computer skills, including keyboarding and MS Office.
- Excellent customer focus, with the ability to handle multiple priorities successfully.
- Strong analytical and organizational skills, with excellent verbal and written communication skills.
- Exposure to Epic is an asset, and the ability to pass a criminal background check and credit check is required.
- A competitive compensation package with bonus aspect.
- Flexible health and dental insurance benefits package.
- Personal Spending amount to invest in your healthy lifestyle.
- RRSP - Registered Retirement Savings Plan with Company matching.
- ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect.
- 'Dress for your day', dress according to your daily schedule.
- Employee discount program, including Apple, Bell, Rogers, and more.
- Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year.
We're a company that values our employees and offers a range of benefits and perks to support their well-being and success. We're committed to creating a positive and inclusive work environment, where our team members can thrive and grow.
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