Do you want to work for a smaller company that has a long-standing history in their community, is in a stable industry, where what you do matters? At R.K. Mooney Insurance, we take a client-first approach to everything we do. We take our work seriously, but we don’t take ourselves too seriously.
In this role you get to wear two hats; supporting our customers through outstanding reception assistance and also provide value-added admin/back-office support to our team of brokers. This role will help the day-to-day office run smoothly and be a champion for our culture.
This role is in-office position in the Barrie, ON office (5 days per week in office).

QUALIFICATIONS

• Proven success in a customer service role.
• Previous office admin experience.
• Outstanding communication, organizational and interpersonal skills.
• Previous experience working in a brokerage in personal lines either in a TSR or CSR role or prior working experience working in TAM or EPIC is an asset.
• It would be an asset if you held a RIBO license or have a willingness to obtain it

Other than working alongside a great team of colleagues, you will …

• Answer & direct incoming calls, greet clients and visitors.
• Manage incoming correspondence, mail, courier, scanning.
• Run daily download and close day processes.
• Enter and upload policy and customer information on the various insurance carrier portals.
• Take and process client payments and make courtesy calls to clients on payment reminders.
• Provide support to the brokers where necessary (e.g. pink slips, etc.).
• Provide support to the Accounting Administrator, Supervisor and Principal Broker as required.
• Assist with company initiatives, technology enhancements, etc.
• Set up new hires in the various systems, portals, etc.
• Update codes & letters in the system as required.
• Support compliance reporting, including tracking continuing education hours for the brokerage.
• Continuously seek out ways to improve the overall RK Mooney customer and employee experience.
• Maintain postage meter, Interac machine, alarm system, etc.
• Order and maintain supplies/inventory to ensure teams have what they need.