Broker Assistant - Lacombe, Canada - Heartland Insurance Services

Description

• Provide clients with prompt, courteous and professional service
• Prepare client renewal packages, letters, summaries and invoices
• Advising clients of upcoming and overdue accounts
• Scanning and attaching documents in broker management system
• Sort/distribute mail, filing and other general administrative duties
• Backup for reception duties, greet clients, answer phone calls and take payments where required
• Resolve client concerns and complaints while ensuring that excellent service standards are met
• Perform other responsibilities as assigned by manager

• High School Diploma and relatable work experience an asset
• Minimum of 3 years' customer service experience.
• Previous Insurance experience an asset
• Ambitious selfstarter, works well independently
• A team player with a great attitude, selfmotivation, and the ability to work in a fastpaced environment
• Able to learn new software systems
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook)
• Strong organization, time and client management skills
• Strong interpersonal and communication skills: written and verbal
• Willingness to obtain General Insurance License, training path provided
• Previous insurance and/or broker management systems experience an asset