CAREER OPPORTUNITY

We are looking for an exceptional person to join our team. Someone who understands the importance of strong relationships and outstanding client experience. 

 

ROLE DESCRIPTION

  • Schedule meetings

  • Greet Clients 

  • Responsible for the systematic contact with clients, prospects and centres of influence

  • Actively listen to advisor and document / implement necessary information.

  • Manage the new business cycle – application submission to policy issue

  • Maintain database and filing system

  • Provide client service support to clients and advisor

  • Work with other team members to ensure a cohesive unit and consistent service

  • Actively participate in the continuous improvement of business processes

  • Provide weekly reports for internal team meetings

  • Create documents using Word, Excel and PowerPoint

  • Maintain compliance program

  • Responsible for office supplies and equipment

  • Responsible for office environment

 

REQUIREMENTS:

  • Professional and positive demeanour

  • Strong written and verbal communication skills with the ability to effectively manage expectations

  • Strong attention to detail

  • Proficient in Microsoft Word and Excel

  • Exceptional follow up skills

  • Follow process / update process when necessary

  • Organized

  • Strong Team Focus

  • Knowledge of life insurance (life insurance license would be an asset)

  • Ability to work independently and as part of a team

If you think you would add value to our team please send your resume to: applywithrebecca@gmail.com