Insurance Sales Associate & Administrator

Scope and Nature of the Function

The Insurance Sales Associate & Administrator provides administrative and client service assistance to the Insurance Advisors. The role will strongly emphasize administrative ability, client relationship development and the ability to prioritize efficiently and effectively. A proactive, dynamic individual with strong attention to detail who thrives under pressure under a rapidly changing environment will excel in this role. The role reports to the Manager, Insurance Advisory Services.

Key Responsibilities

  • Provide a consistently high level of customer service to new and existing clients in order to ensure client retention and business growth.
  • Answer the main telephone extensions and respond to client enquires and concerns.
  • Check the general email and fax inboxes and follow up with clients and advisors.
  • Work with insurance advisors to gather data from clients and prospects.
  • Prepare Certificates of Insurance, Pre-complete applications, prepare notes for clients
  • Prepare quotes as requested by advisors and email to clients on behalf of the advisors.
  • Prepare forms, new account packages and marketing materials for clients and advisors as needed.
  • Update client profiles on Wintegrate, the firm’s internal database.
  • Print statements for clients as needed.
  • Other duties as assigned by the Manager of Insurance Advisory Services or the VP Advisory Services.

Qualifications

  • Detail oriented with the ability to manage several tasks concurrently.
  • Excellent interpersonal and telephone skills are a requirement to be able to work effectively within a high paced environment.
  • Excellent verbal and written communication skills both English and French.
  • Experience within the insurance services industry in a similar capacity is an asset.
  • Excellent knowledge of Microsoft Outlook, Word and Excel.

How to Apply:

Please submit applications to careers@cdspi.com.

At CDSPI, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.