Receptionist and Billing Specialist
In office position only.
Co-operators – Ben Gutknecht & Associates Inc. – 1615 Niagara Stone Rd., Virgil, ON & 350 Scott St. St. Catharines, ON.
Ben Gutknecht & Associates Inc. is looking for a passionate, kind, and welcoming individual, with high attention to detail to join our team as a receptionist and billing specialist.
Our success reflects our passion, professionalism, and reputation for outstanding personal service and care backed by a leading multi-line company. We are a fast growing and busy office.
Summary: The Receptionist and Billing specialist is a key player in the support and development of the agency operation primarily through answering and directing phone calls, billing and payments, as well as scheduling appointments along with other clerical duties. This role supports other lines of business and associates in the day-to-day operations.
Roles and responsibilities:
- Greet incoming clients
- Answer and direct all incoming calls
- Take care of all billing and payments
- Schedule and confirm appointments for all team members
- Contribute to the achievement of overall agency sales and growth goals
- Support programs to build multi-client relationships
- Respond to client questions and concerns regarding their payments
- Proactively schedule client reviews
- Use activity reporting systems to support team members
- Support financial services sales and service activities in the agency
Working Conditions: Physical:
- Regular office environment. Monday to Friday 9am- 5pm.
- May be required to work outside regular hours – occasionally
- In office
Qualifications And Skills:
- General Insurance license is an asset (OTL)
- LLQP - Life license is an asset
- Receptionist experience required
- Strong customer service and relationship building skills and ability to work in a team and sales environment
- Spanish speaking is an asset
- Must like dealing with clients, problem solving and enjoy helping others
- Must be self-driven and independent
- Must have high attention to detail
- Ideal for someone who enjoys providing superior customer service to our clients and thrives within a small team environment.
- Insurance industry experience is preferred
- Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft office
PERFORMANCE MEASURES: Performance of Core Functions:
- Level of customer satisfaction as measured through client feedback
- Attention to detail and accuracy
- Work independently and effectively use and apply the resources available
- Achievement of individual sales goals and contribution to achievement of the agency goals
- Contribution to achievement of multi-line client target
- Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
- Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
- Receptionist is the face of the organization to our clients
- Builds relationships and effectively communicates with clients to deliver on the service promise
- Timely delivery of services and responses to client inquiries - once and done approach
- Effectiveness of working relationships with peers, agent and district management team
- Works cooperatively with others to accomplish objectives.
- Achievement of targets set both team and individual
- Ability and initiative to take on new and challenging assignments
Required experience:
- Insurance related experience is an asset
Job Type:
Required license or certification:
Salary
- Base Salary + possible commission + yearly bonus
Other Benefits
- Vacation; paid sick days; health and dental benefits package; group RRSP; discounts on Home & Auto Insurance
Apply With Resume/ Cover Letter
Job Types: Full-time, Permanent
Benefits:
- Dental care
- Extended health care
- Vision care
Work Location: In person
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
- Dental care
- Extended health care
- Life insurance
- RRSP match
Work Location: In perso
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