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Administrative Assistant/Outbound Phone Appt Setting

3 weeks ago

Toronto, Ontario, Canada PROLINK INSURANCE INC. Full time

The Company:

PROLINK—Canada's Insurance Connection is an independent insurance brokerage. We have been in business since 1982, operating on the principles of integrity, honesty, and caring. We provide tailor-made risk management and insurance solutions to Professional Associations and Affinity Groups, Canadian enterprises, small businesses, and individuals. We are laser-focused on simplifying traditional insurance transactions by building intuitive and engaging digital experiences.

Our goal is to help our clients feel confident in their decisions, secure that we will be there for any urgent need and connected to PROLINK as their trusted insurance resource. By nurturing one-on-one relationships with our clients, we have built a reputation as valued advisors and advocates nationwide.

The Role:

This is a contract position for a part-time 1-year term at 25 hours per week (with possibility of extension or becoming permanent full-time).

We are seeking an Administrative Assistant/Outbound Phone Appointment Setter to provide comprehensive support to our Life & Benefits team. This role has a specific focus on outbound calls to clients, with a sales mindset. The ideal candidate will be organized, detail-oriented, and capable of managing multiple tasks with efficiency and professionalism. You will be responsible for handling a wide range of administrative and executive support tasks, ensuring smooth workflow.

The Requirements:

The ideal candidate will meet many to most of the following requirements:

  • Education: High School Diploma.
  • Experience: One year of administrative experience (preferred).
  • Skills:

o Confidence and comfort in phoning existing company clients and setting appointments to meet or discuss insurance solutions with licensed advisors.

o Comfort with managing multiple demands, with proven organizational, time-management and prioritization skills. Strong written and verbal communication with a customer service focus.

o Able to quote with ease, process new business, and manoeuvre portals.

  • Corporate Culture: A team player with a client-centric approach, ready to deliver great service. A positive attitude with the flexibility to support the team with any ad-hoc needs.

Key Responsibilities:

  • Phoning and emailing existing PROLINK clients to engage interest in and set appointments for discussing life and employee benefit insurance with PROLINK's licensed life advisors and updating the life advisor calendars.
  • Coordinate and manage documents and reports ensuring accuracy and confidentiality.
  • Updating all files, scanning files to a shared drive, and sending hard copies to brokers.
  • Support team members in various projects, including research, data analysis, and coordination of cross-functional teams.
  • Handle sensitive information with discretion and always maintain confidentiality.

The Benefits:

  • Experience the heart of Toronto's financial district when in the office. PROLINK is steps away from Union Station and is connected to St. Andrew subway station.
  • Work for a company that has the best of both worlds: the professionalism and success of a corporate environment, with the family-oriented and collaborative feel of a small business.
  • Grow your career in an organization that loves to recognize and reward its top talent.
  • Relish in the comfort of working from home and from our office (as circumstances permit and require).

At PROLINK, diversity begins and ends with our employees. It is important to us that we create a diverse, equal, inclusive, and accessible work environment where our employees feel valued, respected, and supported. We are proud to be an equal opportunity employer and are committed to building a workforce that reflects the community in which we live and work.

We are dedicated to providing accommodations where necessary during all parts of the hiring process for applicants. If you require accommodations, please notify us and we will work with you to meet.