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RJB Insurance Group Inc.

Client Service Representative

Posted on Dec. 4, 2024

  • Full Time

Client Service Representative

The Job:

We're looking for an accomplished Office Administrator to join us at our Co-operators office near Liberty Village in Toronto.

As our lead Administrator, you will work closely with our sales team to deliver excellent service to our clients and the public.

Who You Are:

You have a strong professional track record as an administrator and are known for your highly professional and positive demeanor.

You prefer to work in a fast paced small-sized business environment that is focused on delivering excellence.

You have experience in office administration and client support

What You Will Do:

Executive Assistant (EA)

Work closely with the sales team to support all agency operations along with special projects.

Agency support includes the following:

  • Provide administrative support to our Sales Team
  • Handle all billing accounts, collecting payments, set up new billing accounts, reaching clients for billing issues
  • Issuing invoices and managing funds
  • Respond to all incoming inquiries, coordinating meetings and executive daily/weekly tasks
  • Outbound calls to book client reviews for the sales team
  • Act as primary telephone contact by receiving, redirecting callers and managing voicemail
  • Complete client service requests as needed
  • Proactively contact clients for numerous follow-up activities such as booking review appointments and following up on other items
  • Provide a full range of administrative support services including filing, faxing, photocopying, incoming/outgoing mail, courier service, order/purchase supplies
  • Monitor incoming email and daily work lists and distribute appropriately
  • Accept, process and deposit all payments
  • Other support as required

Your Skills:

  • Highly organized, detail-oriented, able to multi-task and solve problems under pressure while maintaining effective lines of communication and an friendly manner
  • Strong proficiency in English language communication skills, spoken, written and comprehension
  • Strong proficiency working with office technology including common software and ability to master latest customer relationship management (CRM)
  • Able to work independently
  • Able to take direction, ask questions and provide advice
  • Able to be present and punctual, work to detailed company processes and checklists and meet company standards at all times
  • Friendliness and flexibility in working with team members, clients and outside professionals
  • Able to work from our 1029 King Street West, Toronto office Monday to Friday from 9am to 5pm Eastern Time. There will also be hybrid work from home options on selected days.

Job Types: Full-time, Permanent

Pay: $55,000.00-$65,000.00 per year

Additional pay:

  • Bonus pay

Benefits:

  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care
  • Work from home

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Toronto, ON M6K 3M9: reliably commute or plan to relocate before starting work (required)

Education:

  • Secondary School (preferred)

Experience:

  • customer service: 1 year (preferred)

Work Location: Hybrid remote in Toronto, ON M6K 3M9


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