Reception Office reception for guests, carrier representatives and advisors
Provide customer service to both clients and advisors via telephone, email, or in person
Manage centralized email communication and distribution
Maintain the cleanliness of common areas, such as reception and mailroom
Assist and back up to mailroom duties to include preparing incoming and outgoing mail for distribution in a corporate centralized environment
Organize and file advisor information including policies, mail and transaction confirmations at high volumes
Order and maintain sufficient office supplies
Scanning, digitizing, and emailing of various documentation at high volumes
Uploading and saving scanned documents to shared folders
Organize and file documents separated by urgent and non-urgent items
Filing documents into the appropriate branch folders for processing
Review back office system as required to confirm advisors information and ensure delivery to proper branch
Sending advisor notices through the advisor portal (BSA)
Performing periodic quality checks
Requirements
French comprehension (reading and writing in french) is required.
Completion of Secondary School, or equivalent
Experience in the insurance/financial services industry is an asset
Excellent customer service skills
Strong time management skills and ability to multi-task and prioritize work in a fast paced environment
Excellent organizational skills
High degree of accuracy and attention to detail.
Benefits
Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Company-matching pension plan, share ownership program and additional investment options.
Employee recognition programs, service milestone celebrations, employee discounts and more!
We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.