Sale Assistant
JOB-BORN Executive Search
Oakville, ON, Canada
15d ago

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.

519) 404-0622

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