Agency Assistant

3 days ago

Rachel Mah Poy Insurance Financial Services Calgary Alberta, Canada Rachel Mah Poy Insurance & Financial Services Full time US$45,000 - US$55,000 per year


Agency Assistant - Rachel Mah Poy Insurance & Financial Services

Location: 340 Midpark Way SE Suite 320 Calgary AB
Type: 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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