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Insurance Sales

3 weeks ago

North York, Canada Employee by Design Full time

The Insurance Sales Associate & Administrator provides administrative and client service assistance to the Insurance Advisors. The role will strongly emphasize administrative ability, client relationship development and the ability to prioritize efficiently and effectively. A proactive, dynamic individual with strong attention to detail who thrives under pressure under a rapidly changing environment will excel in this role. The role reports to the Manager, Insurance Advisory Services.

**Duties & Responsibilities**:

- Provide a consistently high level of customer service to new and existing clients in order to ensure client retention and business growth.
- Answer the main telephone extensions and respond to client enquires and concerns.
- Work with insurance advisors to gather data from clients and prospects.
- Update client profiles on Wintegrate, the firm’s internal database.
- Print statements for clients as needed.
- Other duties as assigned

**Skills & Qualifications**:

- Detail oriented with the ability to manage several tasks concurrently.
- Excellent interpersonal and telephone skills are a requirement to be able to work effectively within a high paced environment.
- Excellent verbal and written communication skills both English and French.
- Experience within the insurance services industry in a similar capacity is an asset.
- Excellent knowledge of Microsoft Outlook, Word and Excel.

**Job Type**: Fixed term contract
Contract length: 12 months

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- North York, ON: reliably commute or plan to relocate before starting work (preferred)

**Experience**:

- Customer service: 1 year (preferred)

Work Location: Hybrid remote in North York, ON