Job Order Detail

Description

THE POSITION: Reporting to the Office Manager at Meadow North Agencies, this position will deliver high quality insurance and financial products and services which meet the needs of our Agency customers.
Responsibilities will include:
Process customer transactions such as Motor License issuing, opening new accounts using networks on-line terminals, answering inquiries and doing deposits
Following established standards and procedures, provide existing customers and potential customers with a variety of services for the promotion and sale of Insurance products and services with courtesy and accuracy
Recognize customer needs and promote and cross-sell products and services to customers by explaining basic products and services, answering basic questions and referring more complex requests for information and assistance to appropriate staff
Respond to customers and potential customer inquiries, and assist them to utilize the product and/or service that best meets their needs
Maintain up-to-date knowledge of products and services offered

As a partner of Innovation Credit Union, we have a consistent set of expectations for all employees:
Actively participate in our constructive culture, promoting continual, effective two way communication
ALWAYS Create an Exceptional Service Experience  Internally & Externally
Strive for continuous progress to ensure our company gets better every day
Commitment to Continuous Learning & Professional Development
Continuous Leadership & Flexibility to perform other duties as assigned

PREFERRED HIRING CRITERIA:
Grade 12 Diploma plus one year formal education or equivalent program; one to two years of job related experience; or equivalent combination of education and experience
Basic computer skills
The successful candidate will demonstrate efficiency and accuracy skills, be decisive and results oriented
Demonstrated commitment to continuous education and personal development