Broker Assistant/Administrative Support

Responsibilities:

• Provide clients with prompt, courteous and professional service
• Prepare client renewal packages, letters, summaries and invoices
• Advising clients of upcoming and overdue accounts
• Scanning and attaching documents in broker management system
• Sort/distribute mail, filing and other general administrative duties
• Reception duties, greet clients, answer phone calls and take payments where required
• Resolve client concerns and complaints while ensuring that excellent service standards are met
• Perform other responsibilities as assigned by manager

Qualifications:

• High School Diploma and relatable work experience an asset
• Minimum of 3 years’ customer service experience.
• Previous Insurance experience an asset
• Ambitious self-starter, works well independently
• A team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment
• Able to learn new software systems
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook)
• Strong organization, time and client management skills
• Strong interpersonal and communication skills: written and verbal
• Willingness to obtain General Insurance License, training path provided
• Previous insurance and/or broker management systems experience an asset

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