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Summary:
Were looking for an organized, client-focused team player to join us at Bamford Insurance Group IncThe Co-operators. Youll join a team of experienced insurance professionals as a client contact representative.
Roles and responsibilities:
Greet clients, and direct them to the appropriate teammate
Process payments, including following up on past-due accounts
Act as primary telephone contact by receiving, redirecting callers and managing voicemail
Act as the primary administrative professional for the team
Build client contact plans and book clients for reviews with appropriate teammates
Distribute emails, faxes and work to agency team
Qualifications and Skills:
Administrative experience is an asset
Customer service experience or related business experience is essential
Excellent interpersonal, organizational and time management skills are required
Must be comfortable using Micorsoft Office and other windows based applications
General Insurance License is an asset, but well train the right person to become licensed
We will require a Criminal Record and Consumer History background check as a condition of employment.
What we offer:
An opportunity to grow and build your career in insurance and financial services
A competitive compensation package including benefits and retirement savings
Essential Skills
- Reading text
- Document use
- Oral communication
- Working with others
- Decision making
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
Additional Skills
- Provide basic information to clients and the public
- Maintain records
- Data entry
Specific Skills
- Send invoices
- Schedule and confirm appointments
- Record and relay information
- Perform clerical duties, such as filing and sorting and distributing mail
- Operate switchboard or telephone system
- Obtain and process information required to provide services
- Greet people and direct them to contacts or service areas
- Answer, screen and forward telephone calls
- Receive and issue payments
Work Setting
- Financial services
Security and Safety
- Criminal record check (abstract)
Business Equipment and Computer Applications
- Windows
- Word processing software
- Switchboard 1-25 lines
- Spreadsheet software
- Electronic mail
- General office equipment
- Internet browser
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