Assistant Federated Agencies

Co-operators; Mississauga, Guelph; On-site; CAD 28,000 - 47,000; Full time

Benefits offered by this job

Training and development

Flexible work options

Well-being program

Volunteer opportunities

Job summary

UNIFD in Mississauga is seeking an Assistant to provide a full range of support services to the Federated Agencies department. You will compile, process, and maintain account information and distribute work to brokers and underwriters, working in a hybrid model with two days in the office.

You will handle office tasks, prepare letters and certificates, set up new clients, and back up the team as needed. Strong knowledge of Microsoft Office and keyboarding are important; TAM experience is a plus.

Qualifications

• Experience in office administration or a related field.
• Strong keyboarding skills.
• Working knowledge of Microsoft Office tools.
• TAM software experience is an asset.

Responsibilities

• Tracking and assigning incoming work and communicating with distribution partners regarding recommendations and required follow-up activities.
• Acting as an operator to reroute calls and provide telephone support to the department as necessary.
• Preparing letters, issuing notices and certificates of insurance, setting up new clients in the system, and approving changes and renewals based on authority limit.
• Providing a wide range of support services, including ordering office supplies, database administration, invoicing, preparing files and distributing mail.
• Providing back up support and assistance for the department as required.

Skills

Office administration

Keyboarding

Tools

Microsoft Office

TAM software

Job description

Company: UNIFD
Department: Federated Agencies
Employment Type: Temporary Full-Time (4 months)
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

As the Assistant you will provide a full range of support services to the department. You will compile, process, and maintain account information in accordance with established policies and procedures and will be responsible to distribute work to brokers and underwriters.

How you will create impact:

• Tracking and assigning incoming work and communicating with distribution partners regarding recommendations and required follow-up activities.
• Acting as an operator to reroute calls and provide telephone support to the department as necessary.
• Preparing letters, issuing notices and certificates of insurance, setting up new clients in the system, and approving changes and renewals based on authority limit.
• Providing a wide range of support services, including ordering office supplies, database administration, invoicing, preparing files and distributing mail.
• Providing back up support and assistance for the department as required.

To join our team:

• You have experience in office administration or a related field.
• You have strong keyboarding skills.
• You have working knowledge of Microsoft Office tools.
• Having experience with TAM software is an asset.

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support our peers.

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options to support personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Volunteer opportunities to give back to your community.

Expected hourly range $20.30 - $33.84.

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.