Insurance Office Admin

Overview
The Insurance Office Administrator supports daily operations by handling client files, processing policy documents, managing correspondence, and assisting with policy changes or renewals. This role requires strong organizational skills, attention to detail, and excellent communication to ensure smooth workflow and quality client service.

Responsibilities

• Manage front desk operations, including greeting visitors and handling inquiries.
• Operate multi-line phone systems to efficiently manage incoming calls.
• Provide outstanding customer service and support to clients and staff.
• Maintain organized filing systems for easy access to documents.
• Perform data entry tasks with accuracy and attention to detail.
• Assist in calendar management, scheduling appointments, and coordinating meetings.
• Handle clerical tasks such as typing, proofreading documents, and preparing reports.
• Ensure the office environment is well-organized and equipped with necessary supplies.
• Support administrative functions as needed, including correspondence and documentation.
• Manage and organize daily office operations, including client files, policy documents, and correspondence.
• Support brokers/agents with policy applications, endorsements, renewals, and cancellations.
• Handle incoming calls and emails, providing prompt, professional customer service.
• Assist with prospecting by generating leads, updating CRM systems, and following up with potential clients.
• Schedule and conduct client follow-ups to support cross-selling and upselling opportunities.
• Process payments, issue certificates, and maintain accurate client and policy records.
• Use time blocking to prioritize daily tasks, ensuring efficient handling of administrative duties, prospecting, and client support.
• Prepare quotes and assist in presenting insurance options to clients.
• Collaborate with the sales team to achieve office targets and contribute to business growth.
• Ensure compliance with company policies, industry regulations, and client confidentiality requirements.

Requirements:

• RIBO licence is mandatory; LLQP licence is an asset.
• Knowledge of SIG and insurance company portals is considered an asset.
• Strong organizational, communication, and multitasking skills.

Job Types: Full-time, Part-time, Permanent, Fixed term contract
Contract length: 12 months

Pay: $19.00-$29.11 per hour

Expected hours: 15 – 30 per week

Benefits:

• On-site parking

Language:

• Mandarin (required)
• Tamil (required)

Licence/Certification:

• RIBO License (required)

Work Location: In person