The main focus of the Client Contact & Support Representative is assisting in the co-ordination and implementation of the agency contact program through outbound calling to schedule and confirm appointments for the agent and agency staff. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through dedicated outbound activity. The role also provides clerical and administrative support to the agency including greeting clients, accepting payments, answering and placing phone calls. Use existing systems to complete daily work activities as required and provide support to agency staff within the office environment.
Roles and responsibilities:
• Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments.
• Schedule all appointments on the appropriate calendar.
• Document client profile notes.
• Track call activity including calls dialed, contacts made and appointments booked.
• Greet clients and direct them to the appropriate agency staff
• Act as primary telephone contact by receiving, redirecting callers and managing voicemail
• Obtain, verify and record client information as required
• Monitor incoming email and daily work lists and distribute appropriately
• Proactively contact clients for numerous follow-up activities
• Accept, process and deposit all payments
• Provide a full range of administrative support services including filing, faxing, photocopying, incoming/outgoing mail, courier service, order/purchase supplies and other support as required
• A General Insurance License may be required in the future.
• Skilled in communication (verbal and written)
• Strong interpersonal skills.
• Organizational and time management skills.
• Candidate must be comfortable in a technology-dependent environment including proficiency with Microsoft Office.
• Administrative Assistant program or administrative experience is an asset
• Customer service experience or related business experience is preferred
• The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
Co-operators - Bishop Insurance Group Inc. 770E River Road New Glasgow, Nova Scotia B2H 3S1
Jeremy Bishop jeremy_bishop@cooperators.ca Preferred Contact: Email, Phone
