Administrative Assistant in Personal Insurance

Do you love the field of insurance? No solicitation or client canvassing. We have a fantastic position for an administrative assistant to support insurance professionals in their daily tasks.

Main Responsibilities:

• Manage ongoing contracts and files;
• Assist financial security advisors:
  • Prepare proposals and forms, powers of attorney, changes of holders and beneficiaries, bank account management, policy cancellations and modifications;
  • Ensure the progress of ongoing contracts;
  • Perform necessary follow-ups to ensure continuity of service.
• Ensure effective document management, including postal mailings and the backup of digital documents;
• Collaborate with the team on various special projects.

Profile:

• Degree in insurance, administration, secretarial studies, office technology, or equivalent;
• Possession of an insurance license (an asset);
• Good command of computer tools (Excel);
• Excellent command of French;
• Strong organizational skills, rigor, and professional ethics;
• Ability to manage multiple files simultaneously;
• Priority management;
• Excellent communication and interpersonal skills.

Contract Information:

• Permanent position – 40 hours/week;
• Professional development opportunities;
• Telecommuting;
• Access to high-quality individual insurance;
• Telemedicine;
• RRSP with employer contribution;
• Disability insurance;
• Paid parking.