Administrative Coordinator

2 months ago


Oakville, Ontario, Canada Eric Gruscyk - Desjardins Insurance Agent Full time
Job Summary

We are seeking a highly motivated and organized Administrative Coordinator to join our team at Eric Gruscyk - Desjardins Insurance Agent. As an Administrative Coordinator, you will play a vital role in supporting our insurance agency's operations and providing exceptional customer service.

Key Responsibilities
  • Lead Generation and Scheduling: Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
  • Customer Service: Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Marketing and Sales Support: Work with the agent to establish and meet marketing goals, develop work schedules, and distribute office activities daily to all staff.
  • Office Administration: Ensure office processes are followed, establish new ones, coordinate training in the office, and assist new employees.
  • Financial Services Support: Work with the Agency financial services manager on training and assist with banking needs of the agency.
  • HR Support: Distribute HR policies and assist in reviews of team members quarterly.
Requirements
  • Sales Experience: Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Excellent Interpersonal and Communication Skills: Excellent interpersonal skills, excellent communication skills - written, verbal, and listening.
  • Problem-Solving and Customer Service: Proactive in problem-solving, dedicated to customer service, and ability to multi-task.
  • License Requirement: Property & Casualty license - must have a current license.


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