Overview

We are seeking a part time Administrative Assistant with future potential of full time, and they should have the willingness to become licensed in general insurance to join our team and growing business at I.D.

Insurance Brokers

Inc (Insureline I.D.). The ideal candidate will have administrative experience and the ability to acquire a Level 1 General Insurance License in Alberta within 3 months. Strong organizational skills are important to support the team’s daily administrative functions and needs. This role requires someone who is detail-oriented, customer-focused, and able to work efficiently in a fast-paced environment. If you have a passion for helping others, are keen on growing within your role, and like taking on new challenges as you progress, this is a great opportunity to contribute to a professional and supportive team.

Responsibilities

· Provide day-to-day administrative support to insurance brokers and management team.

· Answer phone calls, emails, and handle or delegate client inquiries in a professional manner.

· Use up-to-date technology and computer programs with proficiency

· Maintain client relationships and update client files, ensuring accurate, prompt, and up-to-date information.

· Support brokers with preparing, processing, and organizing documentation for quotes, applications, policy renewals, endorsements, and cancellations.

· Help clients with claims-related inquiries, ensuring proper documentation is submitted to insurers.

· Process premium payments and ensure that all payment records are properly maintained.

· Ensure smooth operations of office tasks, such as filing, data entry, and managing correspondence.

· Ensure that certificates of insurance are issued and sent to clients as required.

· Once licensed, or if licensed,



be able to act as a brokering agent when required.

· Keep track of licensing and certification renewals for brokers and staff.

· Assist in managing the office’s daily workflow and ensuring deadlines are met.

· Participate in team meetings and contribute to ongoing improvements in office processes.

Requirements

- Licensing: A valid Level 1 or Level 2 General Insurance License in Alberta (or must be willing to obtain Level 1 License within 3 months.
- Record Check: Must be able to pass a criminal record check in compliance with the insurance industry.
- Experience: At least 1-2 years of administrative experience is an asset(but not required), preferably in the insurance or financial services industry.
- Technical Skills: Proficient in MS Office (Word, Excel, Outlook), with the ability to quickly learn and navigate new software tools. Familiarity with insurance management systems is an asset.
- Customer Service: Strong interpersonal skills with a customer-oriented mindset. Ability to effectively handle client inquiries and concerns.
- Attention to Detail: High level of accuracy and attention to detail when processing policy documents and client data.
- Communication: Excellent written and verbal communication skills.
- Organizational Skills: Robust ability to prioritize tasks, manage time effectively, and handle multiple tasks simultaneously in a fast-paced environment.
- Team Player: Ability to collaborate effectively with team members and contribute to a positive office environment.
- Transportation: must have a valid driver’s license and reliable transportation

Note: This position requires the candidate to be licensed with the Alberta Insurance Council at the time of application or to be able to obtain the required licensing shortly after employment.

Work Location: In person

📌 Administrative Assistant (Peace River)
🏢 InsureLine Brokers (I.D.)
📍 Peace River