Agency Administrative Coordinator

Eric Gruscyk - Desjardins Insurance Agent; Oakville; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance office seeks a motivated Agency Administrator to enhance team performance and ensure exceptional customer service. The role involves developing leads, managing office processes, and collaborating closely with the agent to achieve marketing goals. Ideal candidates have strong sales experience and a Property & Casualty license.

Qualifications

• Sales experience preferred in various forms (retail, telemarketing).
• Excellent interpersonal and communication skills essential.
• Proactive in problem-solving with strong customer service dedication.

Responsibilities

• Develop leads and provide excellent customer service.
• Coordinate training and manage office activities.
• Work with agent to meet marketing goals.

Skills

Customer service

Problem-solving

Communication

Multi-tasking

Education

Property & Casualty license

Job description

Job Title: Agency Administrator - Desjardins Insurance Office

Location: [Specify Location]

Type: Full Time

Position Overview

A successful Desjardins Agent is seeking a qualified professional to join their team as an Administrator - Desjardins Agent Team Member. We are looking for an energetic individual interested in growing our business through value-based conversations and delivering a remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, this role offers a rewarding career with excellent income and growth potential.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Work with the agent to establish and meet marketing goals.
• Ensure office processes are followed and develop new procedures as needed.
• Coordinate training within the office and assist new employees.
• Collaborate with the Agency financial services manager on training initiatives.
• Develop work schedules and distribute HR policies.
• Manage banking needs of the agency.
• Assign daily office activities to staff.
• Assist in quarterly reviews of team members.

Requirements

• Sales experience (outside sales, inside sales, retail sales, or telemarketing) preferred.
• Proven success in meeting sales goals or quotas preferred.
• Excellent interpersonal and communication skills (written, verbal, listening).
• Proactive problem-solving abilities.
• Strong dedication to customer service.
• Ability to multi-task effectively.
• Property & Casualty license – must hold a current license.

Note: These positions are with an independent contractor agent within the Desjardins exclusive agent network. They are not employees of Desjardins Group or its subsidiaries. The agent is responsible for employment decisions regarding their staff.