Responsibilities

- Provide clients with prompt, courteous and professional service

- Prepare client renewal packages, letters, summaries and invoices

- Advising clients of upcoming and overdue accounts

- Scanning and attaching documents in broker management system

- Sort/distribute mail, filing and other general administrative duties

- Backup for reception duties, greet clients, answer phone calls and take payments where required

- Resolve client concerns and complaints while ensuring that excellent service standards are met

- Perform other responsibilities as assigned by manager

Qualifications

- High School Diploma and relatable work experience an asset

- Minimum of 3 years’ customer service experience.

- Previous Insurance experience an asset

- Ambitious self-starter,



works well independently
- A team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment

- Able to learn current software systems

- Proficient in MS Office (Word, Excel, PowerPoint and Outlook)

- Strong organization, time and client management skills

- Strong interpersonal and communication skills: written and verbal

- Willingness to obtain General Insurance License, training path provided

- Previous insurance and/or broker management systems experience an asset

Job Type: Full-time

Work Location: In person

📌 Broker Assistant / Administrative Support (Sundre)
🏢 Heartland Insurance
📍 Sundre