Client Support Representative/General Insurance Agent

Cassidy Agencies Ltd.
Cochrane, AB Full Time
POSTED ON 4/4/2024 CLOSED ON 4/23/2024

Job Posting for Client Support Representative/General Insurance Agent at Cassidy Agencies Ltd.

Summary:

The Client Support role provides clerical and administrative support to the agency including greeting clients, accepting payments, answering and placing phone calls. Use existing systems to complete daily work activities as required and provide support to agency staff within the office environment. As well as can complete home and automobile insurance changes.

Roles and responsibilities:

  • Greet clients and direct them to the appropriate agency staff
  • Act as primary telephone contact by receiving, redirecting callers and managing

voicemail

  • Obtain, verify and record client information as required
  • Monitor incoming email and daily work lists and distribute appropriately
  • Proactively contact clients for numerous follow-up activities
  • Accept, process and deposit all payments
  • Provide a full range of administrative support services including filing, faxing,

photocopying, incoming/outgoing mail, courier service, order/purchase supplies and

other support as required

· Complete automobile and home insurance changes for clients

Physical:

  • Regular office environment

· Office Hours - Monday to Friday – 9am – 5pm

Qualifications and Skills:

  • Administrative Assistant program or administrative experience is an asset
  • General Insurance License required
  • Customer service experience or related business experience is preferred
  • Skilled in communication (verbal and written), strong interpersonal skills, organizational

and time management skills

  • Candidate must be comfortable in a technology dependent environment including

proficiency with Microsoft Office

  • The successful candidate shall be subject to a Criminal Record and Consumer History

background check as a condition of employment.

Job Type: Full-time

Salary: From $45,000.00 per year

Benefits:

  • Casual dress
  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • Paid time off

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Commission pay

Work Location: In person

Application deadline: 2024-04-18

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