CGIC is seeking a Licensed Insurance Representative Assistant to support our Contact Center in a hybrid work model. This role focuses on connecting clients with the right Life and Wealth Advisors through thorough outbound calls and detailed documentation. As a Licensed Insurance Representative Assistant, you will experience a collaborative workplace at CGIC. You'll conduct proactive outreach to clients, gathering insights to facilitate effective matchmaking with advisors.

Your role is vital in ensuring a seamless client experience and optimizing advisors' productivity within the retail sales department. Key Responsibilities:

- Conduct outbound calls to connect with clients
- Document client interactions and prequalification details accurately




- Match clients with appropriate Life/Wealth Advisors
- Send confirmation emails to clients and advisors
- Maintain records in Salesforce and PolicyCenter Requirements:
- Robust verbal and written communication skills
- Customer service and relationship-building abilities
- Experience in CRM and policy systems like Salesforce
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities effectively Enhance client interactions and support advisors' success as a Licensed Insurance Representative Assistant at CGIC!

📌 Hybrid Licensed Insurance Assistant at CGIC (Mississauga)
🏢 Co-operators General Insurance
📍 Mississauga