Oakville, ON Salary
$36,000 - $39,000 Job Type
Dec 19, 2017 Job ID
2521224 A candidate in this position must be able to communicate and work with the clients through the New Business process.
They should be able to assist the client to complete the application and provide the supporting documents required. They must have a strong knowledge of the basics of insurance in order to do this.
They should have some accounting knowledge. They must be able to approach the insurance companies to respond to any courier, mail or faxes received.
They must be RIBO Licensed with a minimum of 2 5 years experience in the insurance industry. They must be able to work in a fast pace environment, multi task and adapt to changes.
Sales Assistant Job Description
Receiving incoming calls to guide the clients in setting up the application
Review application package to ensure all documents required are attached and properly completed
Send completed application package to client for signing and review when returned.
Follow up the clients for any missing documents.
Bind coverage once all documents are signed and received
Accept and deposit email money transfers
Prepare application submission package to the insurance companies
Respond to all incoming courier, mail and faxes during the new business process
Have knowledge of Power Broker, MS word and Excel
Must be RIBO Licensed with a minimum of 2 5 years experience in the insurance industry
Able to work in a fast pace environment and able to adapted to changes.
Able to multi task.
Salary is based on $35-40k, there is room for bonus after the 1st year after management looks at their performance up to 5% of their salary
PLEASE REFER TO JOB ORDER# Sale Assistant (JOS000000609)
Nancy Ann Lundy, Insurance Recruiter
JOB-BORN Executive Search Inc.