Broker Support Administrator

🕒 il y a 2 mois

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Experior Financial Group

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2014

💸 Finance

👥 B2C

Finance • B2C

Experior Financial Group est une agence générale gestionnaire canadienne et une société de services financiers qui connecte des associés agréés avec des clients pour fournir des solutions d'assurance et d'investissement. L'entreprise propose des assurances vie, santé, voyage, maladies graves, invalidité et funérailles, ainsi que des produits d'investissement tels que les fonds distincts, REER, FERR et CELI, ainsi que des services de planification de la retraite. Experior opère un modèle unique d'AGA « Tri-Brid », le logiciel propriétaire d'Analyse Financière Experior (EFA) et un CRM pour les agents, et recrute et forme des associés à travers le Canada et les États-Unis.

Description

• Deliver exceptional customer support to agents, associations, and insurance carriers. • Foster and sustain positive, professional relationships with agents, associations, and insurance providers. • Respond to phone and email inquiries promptly and professionally. • Undertake additional responsibilities related to the Broker Support role as assigned by your immediate manager. • Propose enhancements for processes and technology to improve efficiency. • Maintain and update the department’s process manual.

🎯 Exigences

• Previous experience in office administration is required. • Capable of managing tight deadlines and multiple priorities effectively. • Effective problem-solving and investigative skills. • Reliable, trustworthy, proactive, with a keen sense of ownership and initiative. • Exceptional verbal and written communication skills. • Strong attention to detail and accuracy. • Excellent time management and organizational abilities. • Approachable and professional in delivering suboptimal information via in-person, phone, and email interactions. • Strong computer skills with a capacity to learn new systems. • Ability to handle stressful situations with a positive, proactive attitude. • Must reside and be authorized to work in the United States.

🏖️ Avantages

• Work-life balance with paid vacation and sick days • Competitive compensation • Comprehensive medical, dental, and vision benefits • Flexible work options • Career growth and development opportunities • Diverse team environment • Straight day shifts with no weekends • Company events and celebrations • Tuition reimbursement • Company-provided equipment