Licensed Insurance Representative Assistant
$38,007–$63,345 year
HybridMississauga, Ontario, Canada
Job Summary
Conduct outbound calls to clients requesting information on Life or Wealth products to gather needs and verify eligibility. Complete prequalification assessments and accurately document interactions within Salesforce and PolicyCenter. Search for and assign qualified leads to appropriate advisors, then send confirmation emails detailing relevant information. Maintain up-to-date records while providing a professional, client-focused experience in a call center environment. This role supports advisor productivity and sales growth within CGIC's Retail Sales department, offering bilingualism in English and French as an asset.
Required Qualifications
- Excellent verbal and written communication skills
- Strong customer service and relationship-building abilities
- Comfortable making outbound calls and engaging clients in meaningful conversations
- Strong organizational skills with exceptional attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Proficient in Microsoft Office applications
- Ability to work independently while collaborating effectively within a team
- High level of audio and visual concentration for extended periods
- Subject to a Criminal Record and Consumer History background check as a condition of employment
Desired Qualifications
- Bilingualism in English and French
- Experience using Salesforce and PolicyCenter (or similar CRM and policy administration systems)
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