Agency Assistant

4 days ago

Calgary, Canada Rachel Mah Poy Insurance & Financial Services Full time

Agency Assistant - Rachel Mah Poy Insurance & Financial Services Location: 340 Midpark Way SE Suite 320 Calgary ABType: Full Time – Monday- Friday 9:00am to 5:00pm Position Overview: We are an Independently owned Desjardins Insurance Agency that is passionate about hard work, determination, and bettering our clients' lives. We are looking to grow our well trusted & top producing team. If you are ambitious, sales oriented, and customer centric, we are interested in you.  Join us in helping our clients & community protect both who & what they love and bounce back from life's emergencies.  Responsibilities: Help our clients with accuracy, thoroughness, & "wow factor" service. Direct all incoming calls appropriately. Complete daily administrative tasks such as billing, claims connections, annual review emails, etc.  Provide prompt, accurate, and friendly servicing for existing clients personal lines insurance plans (auto and property insurance servicing). Able to help clients understand the need for Life and Health insurance and successfully book their Life and Health insurance Review appointment with our expert team. Complete daily lead generation activities. Complete daily outboud call volume (both cold & warm calls) - 60 daily.  Complete weekly new business introductions.  Requirements: 1 year experience in reception/administrative work (required)  General Level 1 Insurance License -(preferred/ability to attain)  Cold Call experience (preferred) Excellent communication, written, verbal and listening skills Self-motivated, goal oriented and enthusiastic Diligent and hardworking Proactive in problem solving  Benefits of Working with Us: Competitive Base Salary & Monthly Bonus Compensation Structure Paid Vacation plus Flex Days (used for sick or personal time) Annual Team Travel Bonus Christmas Bonus Days  Environment focused on career advancement and personal development  Additional licensing courses and exams paid to further career by the Agency This is a Full-time position within a Desjardins Insurance Agency in Calgary AB, this is not a remote role.

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