Agency Assistant

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.