Admin. Assistant

Customer Service Representative - Desjardins Insurance Agent Team Member

Location : Bolton

Type : Part Time Insurance Administrative Assistant

Position Overview :

We are seeking a highly organized and proactive individual to join our team as an Insurance Administrative Assistant. In this role, you will be responsible for answering incoming phone calls, making outgoing calls, and assisting with various administrative tasks within our insurance office.

The ideal candidate should possess excellent communication skills, attention to detail, and the ability to multitask effectively.

Responsibilities :

Answer incoming phone calls promptly, courteously, and professionally, addressing customer inquiries and directing calls to the appropriate department or person.

Make outgoing calls to clients, policyholders, and insurance providers to gather or provide information as required.

Assist with general administrative duties such as filing, data entry, photocopying, and scanning documents.

Maintain accurate and up-to-date records of phone conversations, correspondence, and other relevant information.

Coordinate and schedule appointments for clients and insurance agents, ensuring efficient use of time and resources.

Provide administrative support to insurance agents, including preparing insurance forms, policy documents, and other related paperwork.

Collaborate with the team to ensure smooth workflow and efficient office operations.

Stay updated on insurance industry regulations, policy changes, and company procedures to provide accurate information to clients and colleagues.

Handle customer complaints or concerns professionally and escalate complex issues to the appropriate supervisor or manager.

Perform any other office duties and responsibilities as assigned.

Requirements :

High school diploma or equivalent; further education or relevant certifications are a plus.

Proven experience in an administrative or customer service role, preferably within the insurance industry.

Excellent verbal and written communication skills.

Proficient in using office software applications (e.g., Microsoft Office Suite, email clients).

Strong organizational and multitasking abilities.

Attention to detail and accuracy in managing records and documentation.

Ability to work independently and collaboratively within a team.

Professional and friendly demeanor when interacting with clients and colleagues.

Familiarity with insurance policies, terminology, and procedures is advantageous.

Note : This job description is intended to outline the general responsibilities and qualifications of the Insurance Administrative Assistant role.

It is not exhaustive and may be subject to change or modification based on organizational needs.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries.

This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.