Receptionist / Marketing Assistant

Rachel Mah Poy Insurance & Financial Services; Calgary; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading Desjardins Insurance Agency in Calgary is searching for a Receptionist / Marketing Assistant. The role involves client servicing, administrative tasks, and engaging in lead generation. Ideal candidates will have a strong customer focus, excellent communication skills, and a proactive approach to problem-solving. This full-time, in-person position offers competitive pay, bonuses, and a supportive work environment.

Benefits

Competitive Base Salary & Monthly Bonus Compensation Structure

Paid Vacation plus Flex Days

Annual Team Travel Bonus

Christmas Bonus Days

Career advancement and personal development focus

Agency covers additional licensing courses

Qualifications

• 1 year experience in reception / administrative work required.
• Excellent communication skills both written and verbal.
• Self-motivated, goal-oriented, and enthusiastic.

Responsibilities

• Help clients with accuracy and thoroughness.
• Complete daily administrative tasks, including billing and claims connections.
• Conduct daily outbound calls, achieving 60 calls daily.

Skills

Communication

Self-motivation

Problem Solving

Education

General Level 1 Insurance License

Job description

Receptionist / Marketing Assistant - Rachel Mah Poy Insurance & Financial Services

Location : 340 Midpark Way SE Suite 320 Calgary AB

Type : Full Time – Monday- Friday 9 : 00am to 5 : 00pm

Position Overview :

We are an Independently owned Desjardins Insurance Agency that is passionate about hard work, determination, and bettering our clients' lives. We are looking to grow our well trusted & top producing team. If you are ambitious, sales oriented, and customer centric, we are interested in you.

Join us in helping our clients & community protect both who & what they love and bounce back from life's emergencies.

Responsibilities :

• Help our clients with accuracy, thoroughness, & "wow factor" service.
• Direct all incoming calls appropriately.
• Complete daily administrative tasks such as billing, claims connections, annual review emails, etc.
• Provide prompt, accurate, and friendly servicing for existing clients personal lines insurance plans (auto and property insurance servicing).
• Able to help clients understand the need for Life and Health insurance and successfully book their Life and Health insurance Review appointment with our expert team.
• Complete daily lead generation activities.
• Complete daily outboud call volume (both cold & warm calls) - 60 daily.
• Complete weekly new business introductions.

Requirements :

• 1 year experience in reception / administrative work (required)
• General Level 1 Insurance License -(preferred / ability to attain)
• Cold Call experience (preferred)
• Excellent communication, written, verbal and listening skills
• Self-motivated, goal oriented and enthusiastic
• Diligent and hardworking
• Proactive in problem solving

Benefits of Working with Us :

• Competitive Base Salary & Monthly Bonus Compensation Structure
• Paid Vacation plus Flex Days (used for sick or personal time)
• Annual Team Travel Bonus
• Christmas Bonus Days
• Environment focused on career advancement and personal development
• Additional licensing courses and exams paid to further career by the Agency

This is a Full-time position within a Desjardins Insurance Agency in Calgary AB, this is not a remote role.

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