Licensed Insurance Representative Assistant

Company: CGIC Department: Retail Sales Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: Bilingualism in English and French is an asset. THE OPPORTUNITY: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities. The Licensed Insurance Representative Assistant (LIRA) plays a key role in providing administrative support to the Contact Center. The incumbent in this role would be responsible to connecting clients with the right advisor by managing the prequalification process for our Life and Wealth Program. This position is responsible for contacting clients who have previously expressed interest in Life or Wealth products during a previous interaction with other colleagues. Through proactive calling, the LIRA gathers additional information to better understand each client’s needs and matches clients with the most appropriate advisor based on location for a personalized consultation. This role is instrumental in creating a seamless client experience while supporting Advisor productivity. HOW YOU WILL CREATE IMPACT: * Conduct outbound calls to clients. * Accurately document client interactions and prequalification details * Search for and assign qualified leads to the most appropriate Life or Wealth Advisor * Send confirmation emails to both the client and the assigned advisor office, ensuring all relevant information is communicated clearly. * Maintain accurate and up-to-date records within Salesforce and PolicyCenter. * Provide a positive, professional, and client-focused experience during every interaction. TO JOIN OUR TEAM: * 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. * Experience using Salesforce and PolicyCenter (or similar CRM and policy administration systems) is considered a strong asset. * Effectiveness of relationships with the management team, colleagues and the teams they support. WHAT YOU NEED TO KNOW: * This role operates in a call centre environment where a high level of audio and visual concentration is required for extended periods of time. * You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. WHAT’S IN IT FOR YOU? * Training and development opportunities to grow your career. * Flexible work options and paid time off to support your personal and family needs. * A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. * Paid volunteer days to give back to your community. * In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. Expected salary range $38,007 - $63,345 The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education. Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

The Licensed Insurance Representative Assistant provides administrative support to the contact center by managing the prequalification process for Life and Wealth programs. They conduct outbound calls to clients to gather information and assign qualified leads to the appropriate advisors.

Candidates should possess excellent communication and customer service skills with the ability to manage multiple priorities in a fast-paced environment. Proficiency in Microsoft Office and experience with CRM systems like Salesforce or PolicyCenter is considered a strong asset.

• Training and development opportunities • Flexible work options • Paid time off • Physical and mental health programs • Paid volunteer days • Group retirement savings plans • Pension • Health and wellness benefits • Dental coverage • Disability coverage • Life coverage • Mental health support • Employee assistance program

• Customer servicePreferred
• Attention to detailPreferred
• Microsoft OfficePreferred

Identified from the job description. Confirm important requirements above.

• Customer service
• Relationship building
• Outbound calling
• Communication skills
• Organizational skills
• Attention to detail
• Microsoft Office
• Salesforce
• PolicyCenter
• CRM
• Administrative support
• Lead management
• Prequalification
• Outbound Calls
• Business Metrics
• Administrative Support
• Guidewire Core
• Organizational Skills
• Time Off Management
• Resilience
• Bilingual (French/English)
• Policy Administration
• Mental Health
• Customer Relationship Management
• Management
• Customer Service
• Communication
• Cooperation
• Training And Development
• Employee Assistance Programs
• Financial Services
• Relationship Building
• Retail Sales
• Prioritization
• Detail Oriented

• Customer Service & Support
• Finance & Accounting
• Sales
• Administrative
• Licensed Insurance Representative
• Admissions Administrator
• Education Managers
• Education Administrators, Postsecondary

Minimum experience

0+ years

Posting language

English

Working hours

40 hours per week

Office presence

2 days per week