Job Responsibility:

Do you want to work for a smaller company that has a long-standing history in their community, is in a stable industry, where what you do matters? At R.K. Mooney Insurance, we take a client-first approach to everything we do. We take our work seriously, but we don't take ourselves too seriously.

In this role you get to wear two hats; supporting our customers through outstanding reception assistance and also provide value-added admin/back-office support to our team of brokers. This role will help the day-to-day office run smoothly and be a champion for our culture.

This role is in-office position in the Barrie, ON office (5 days per week in office).

So What Will You Spend Your Days Doing?

Other than working along side a great team of colleagues, you will

- Answer & direct incoming calls, greet clients and visitors.
- Manage incoming correspondence, mail, courier, scanning.
- Run daily EDI process, manage suspense items and process automated invoicing
- Run daily Closeday process.
- Upload recent business and remarkets, portal entry.
- Take and process client payments and make courtesy calls to clients on payment reminders received on direct bill policies.
- Provide support to the brokers where necessary (e.g. pink slips, etc.).
- Provide support to the Accounting Administrator, Supervisor and Principal Broker as required.
- Assist with company initiatives, technology enhancements, etc.
- Set up new hires in the various systems, portals, etc.
- Update codes & letters in the system as required.




- Support CGI managing and reporting.
- Track RIBO continuing education hours for the brokerage.
- Continuously seek out ways to improve the overall RK Mooney customer and employee experience.
- Maintain postage meter, Interac machine, alarm system, etc.
- Order and maintain supplies/inventory to ensure teams have what they need.

So, What Will It Be Like to Work Here?

We have a serious commitment to customer service yet we don't take ourselves too seriously. We are continuously working on elevating our culture to be one of mutual respect where we focus on earning, learning and laughter. If this sounds like the kind of place you want to be, we'd love to talk with you.

QUALIFICATIONS

- Proven success in a customer service role.
- Outstanding communication, organizational and interpersonal skills.
- Previous experience working in a brokerage in personal lines either in a TSR or CSR role or prior working experience working in TAM is an asset.
- It would be an asset if you held a RIBO license or have a willingness to obtain it

Accessibility Statement

We are committed to creating an inclusive environment that accommodates all individuals, including those with disabilities. We support the goals of the Accessibility for Ontarians with Disabilities Acts (AODA) and have established policies, procedures and practices which adhere to the accessibility standards set out in the AODA. Please advise us should you require any accommodation throughout the recruitment & selection process.

📌 Broker Admin (Barrie)
🏢 Collectivfide Insurance Brokers
📍 Barrie