Crm Jobs in Ottawa, ON
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Crm • ottawa on
Last updated: 1 day ago
LIFE INSURANCE ADMINISTRATIVE ASSISTANT.Looking for an individual to join our Dynamic Team in our Orleans office in the capacity of a Life Insurance product Administrative Assistant to help support...Show moreLast updated: 30+ days ago
Outside Sales Representative – Building Materials.Gatineau / Ottawa Region (Ottawa to Montebello).Interior Finishing & Building Materials.
Our client is a respected distributor of.With a l...Show moreLast updated: 7 days ago
D&B Properties Main Office Dubai.Sales Manager Secondary Sales.Client Engagement & Relationship Building.Build and maintain relationships with potential buyers and property owners to gener...Show moreLast updated: 20 days ago
A leading recruitment agency seeks a Dynamics 365 Consultant to manage client delivery and provide innovative solutions.Ideal candidates will have robust experience in Microsoft Dynamics CRM, stron...Show moreLast updated: 30+ days ago
Ottawa’s tech sector is growing, and so are the opportunities! If you’re exploring your next role in tech, Work in Ottawa can help you learn about leading employers and exciting careers in Canada’s...Show moreLast updated: 1 day ago
We’re Hiring : Inside Sales Representative.Are you ready to jumpstart your sales career in a fast-paced environment? We’re looking for enthusiastic.
No experience? No problem! We provide ...Show moreLast updated: 22 days ago
We are looking for a highly motivated Sales Executive to drive net-new revenue by owning the full sales cycle from prospecting through close.
This is a true hunter role suited for someone who thrive...Show moreLast updated: 12 days ago
Votre carrière chez l'entreprise.Nous croyons fermement en une gestion saine et humaine, où la confiance, la compétence, et le plaisir de réussir ensemble sont au centre de nos valeurs.Nous vous of...Show moreLast updated: 30+ days ago
Founded just outside of Vancouver, Canada in 1979, Regency Fireplace Products has grown to be a world leader in the design, manufacture, marketing and sales of hearth products.From an entrepreneuri...Show moreLast updated: 30+ days ago
LIFE INSURANCE ADMINISTRATIVE ASSISTANT.Looking for an individual to join our Dynamic Team in our Orleans office in the capacity of a Life Insurance product Administrative Assistant to help support...Show moreLast updated: 30+ days ago
Rejoignez Exposant 3 (E3) : La puissance de l’humain au cœur de la technologie !.Exposant 3 est une firme de services-conseils en gestion des affaires et technologies de l'information, dédiée à acc...Show moreLast updated: 30+ days ago
Ottawa (ON); Montreal (QC); Toronto (ON).Language Skill Levels (Read / Write / Speak) : .The work you do and the work we do together matters.
We come to work every day with a common purpose : to contribute...Show moreLast updated: 30+ days ago
An exciting opportunity is available in a Crown Corporation.As the Head of Finance Policies, Procedures, and Budgeting you will play a pivotal role in the development and implementation of finance ...Show moreLast updated: 15 days ago
The Operations & Client Experience Coordinator plays a central role within the Beth & Andrew Home Team.This position is well suited to a proactive highly organized and detail-oriented prof...Show moreLast updated: 30+ days ago
Our client is a prominent player in industrial and commercial electrical infrastructure services industry and is looking for a strong salesperson in Ottawa, ON.
They are seeking a motivated and...Show moreLast updated: 30+ days ago
SummaryAt PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency.These individu...Show moreLast updated: 30+ days ago
The ideal candidate will provide strategic financial guidance to help clients manage their finances, increase wealth, and achieve long-term financial goals.
You will work with individuals, offering ...Show moreLast updated: 30+ days ago
This role is a primarily onsite position.To support our collaborative and relationship-driven culture this role is expected to work from the office four (4) days per week.Work from outside the Nati...Show moreLast updated: 7 days ago
Our Government client is seeking an experienced Oracle CX Functional Consultant to support the implementation, configuration, and optimization of Oracle Sales & Service Fusion Cloud.The ideal candi...Show moreLast updated: 30+ days ago
Administrative Assistant - Life Insurance Advisor Support
Kevin Carruthers - Desjardins Insurance AgentOttawa, ON, CanadaFull-time
Outside Sales Representative
DMC RecruitmentOttawa, ON, CanadaFull-time
Sales Consultant D&B Properties
Qureos IncOttawa, Ontario, CanadaFull-time
- Promoted
D365 CE Lead Consultant | Hybrid Malta | Relocation Support
Black Pen RecruitmentOttawa, ON, CanadaFull-time
Sales Development Representative
Work in OttawaOttawa, CanadaFull-time
Inside Sales Representative
The RPM GroupsOttawa, ON, CanadaFull-time
Sales Executive
CerioOttawa, Ontario, CanadaFull-time
- Promoted
Analyste - Développeur MS Dynamics CRM sénior
freelance.caGatineau, CanadaFull-time
Account Executive (Ontario)
Regency Fireplace ProductsOttawa, ON, CANFull-time
Quick Apply
Administrative Assistant Life Insurance Advisor Support
Kevin CarruthersOttawa, Ontario, CanadaFull-time
Analyste - Développeur MS Dynamics CRM sénior
Exposant 3Gatineau, Quebec, .CAFull-time
Quick Apply
Specialist, Software Engineering (Microsoft Dynamics 365 CRM)
CMHCOttawa, ON, CAFull-time +1
Head, Finance Policies, Procedures, Standards (hybrid)
Robert HalfOttawa, ON, CAPermanent
Quick Apply
Client Care Coordinator Real Estate
The HR ProOttawa, Ontario, CanadaFull-time
HVAC Sales Representative
JP RecruitmentOttawa, ON, CanadaFull-time
Microsoft Dynamics 365 CRM Technical Consultant, Manager
PwCOttawaFull-time
Financial Consultant
TAAGOttawa, ON, CanadaFull-time
Account Executive
Newfound RecruitingOttawa, Ontario, CanadaFull-time +1
Senior Oracle CX Functional Consultant to support the implementation, configuration, and optimization of Oracle Sales & Service Fusion Cloud.
S.i. SystemsOttawaFull-time
- St. Catharines, ON (from $ 120,897 to $ 500,000 year)
- Vaughan, ON (from $ 97,500 to $ 191,502 year)
- Longueuil, QC (from $ 52,236 to $ 191,179 year)
- Laval, QC (from $ 39,000 to $ 188,262 year)
- Burlington, ON (from $ 48,199 to $ 182,756 year)
- Toronto, ON (from $ 90,000 to $ 161,627 year)
- Old toronto, ON (from $ 88,047 to $ 156,428 year)
- Greater Sudbury, ON (from $ 80,000 to $ 155,750 year)
- North York, ON (from $ 85,000 to $ 155,000 year)
- Mississauga, ON (from $ 72,500 to $ 154,606 year)
Administrative Assistant - Life Insurance Advisor Support
Kevin Carruthers - Desjardins Insurance AgentOttawa, ON, Canada30+ days ago
Job type
- Full-time
Job descriptionAdministrative & Sales : Marketing & Sales Support : Product & Industry Knowledge : Strong organizational and time management skills. Excellent communication (written / verbal) and interpersonal skills. Proficiency in office software (Microsoft Office) and CRM systems. Ability to work in a fast-paced, deadline-driven environment. Discretion and ability to handle confidential information. Knowledge of financial / life insurance products is often required or preferred. MUST BE BILINGUAL (ENGLISH AND FRENCH) JOB IS ON LOCATION & NOT REMOTE. Full Time Position (Not a Contract Position) Monday - Thursday 10 : 00 am to 3 : 00 pm & Friday 10 : 00 am - 1 : 00 pm MUST HAVE LLQP LIFE LICENSE THAT IS ACTIVE $40,000 to $45,000 Annual Salary (Based on Experience) and Full Benefits.
Job Description
Job Description
LIFE INSURANCE ADMINISTRATIVE ASSISTANT
Job Description
Looking for an individual to join our Dynamic Team in our Orleans office in the capacity of a Life Insurance product Administrative Assistant to help support our Life sales advisors with day to day client interactions and requests. A Life Sales Advisor's Administrative Assistant provides key support by managing schedules, handling client communications (calls, emails), preparing documents (applications, file closing documents), processing paperwork, maintaining client records in a database (CRM), coordinating marketing, and ensuring smooth daily operations for the advisor, all while maintaining confidentiality and up-to-date product knowledge. Key duties include scheduling, client support, paperwork processing, marketing coordination, and ensuring compliance. We are one of the largest Insurance offices in the Ottawa area and we’re looking for the right individual to join our team. Bilingual is a MUST (English and French Spoken) Great opportunity to join a great team!
Key Responsibilities :
- Client Service & Communication :
◦ Manage some calls & emails, and respond to client inquiries professionally.
◦ Handle general client requests, policy changes and terminations.
◦ Handle client billing and missed payments by arranging payment
◦ Support client retention and satisfaction.
◦ Schedule appointments and manage advisor calendars.
◦ Prepare and process client-related documents (applications, account updates).
◦ Maintain organized digital and physical client files and databases (CRM).
◦ Process paperwork for opening / closing accounts and recording transactions.
◦ Sit through Advisor’s Sales presentations and collect key notes based on meeting conversations
◦ Follow the application process through underwriting and manage pending business and underwriting requests (Coordinate with clients and / or underwriting)
◦ Finalize files once completed by gathering signatures and filing electronically
◦ Help generate leads with client calls for exiting policy review booking.
◦ Stay informed on relevant life insurance products and industry regulations.
Essential Skills & Qualifications
Location / Hours / Compensation
Location is from our new location at 260 Centrum Boulevard in Orleans ON.