Receptionist / Administrative Assistant - Rachel Mah Poy Insurance & Financial Services
Location : 340 Midpark Way SE Suite 207 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.
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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