Administrative Assistant and Marketing Coordinator

Job Responsibility:

For over 30 years we've dedicated our time and energy into ensuring the protection and livelihood of medical professionals, dental practitioners, lawyers and more. We pride ourself on putting our client's first. As a family run business, we are very boutique and recognized as one of the leading providers in our industry. We are excited to add to our team to make our impact on our community even stronger!

The Administrative Assistant and Marketing Coordinator is responsible for supporting advisors in the servicing of current clients and the development of new clients. We are looking for a positive team member who is a strong multi-tasker with excellent communication skills to fill the position. To be successful, the Administrative Assistant must be professional and attentive, while also being accurate.

They should be prepared and responsive, willing to meet each challenge directly. The Administrative Assistant must be comfortable with computers, excel and both verbal and written communication. Most importantly, somebody who is willing to go the extra mile for the company and the client; taking pride in one's work.

General Information on the Position

Main responsibilities

• Answering and responding to phone calls and e-mail communications
• Ensure satisfactory resolution of client inquires, coordinating responses with insurance partners and advisors as necessary
• Prepare documentation for transactions such as policy purchases, client information changes, insurance customer service forms, compliance documents and advisor summaries
• Responsible for the completion of application submissions, medical requirement scheduling and policy document delivery
• Conduct a regular review of pending activity and outstanding business and escalate as required
• Prioritize and organization of workflow. Maintain and review documents prepared for accuracy
• Maintenance of Client Management Database
• Support advisors' marketing initiatives with implementation and tracking as needed
• Adhere to a high service level standard
• Work in conjunction with compliance department to ensure compliance regulations are followed.

Other working conditions

• 3 days in office 2 from home flexible on which days
• Comfortable or excited to learn and implement marketing strategies for the company

Bonus:

• Trade school diploma or higher in a related field
• A minimum of 3 years of relevant experience
• Experience in the Financial Service industry
• Comfortable with social media and marketing
• Knowledge of the insurance industry and products
• Experience with digital signing platforms similar to DocuSign
• Very good knowledge of the Microsoft Office 365 suite and solid computer skills
• Strong communication skills in English

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

• Dental care
• Extended health care
• Flexible schedule
• On-site parking
• Paid time off

Flexible language requirement:

• French not required

Schedule:

• Monday to Friday
• No weekends

Education:

• Secondary School (preferred)

Experience:

• Insurance: 1 year (preferred)
• Administrative experience: 1 year (preferred)

Work Location: Hybrid remote in Richmond Hill, ON L4B 0A9