Administrative Assistant – Life Insurance & Group Benefits Brokerage

Company Description: We are a Life Insurance & Group Benefits Brokerage specializing in employee benefits, including the Chambers Plan Employee Benefits. We also offer life insurance and living benefits. Job Description Salary: $21.00 - $27.00 per hour plus Benefits Hours: Monday – Thursday 8:30-4:30 Flexible hours 4-day work week In office or hybrid Location: Sidney, BC Administrative Assistant - Life Insurance & Group Benefits Reporting to the Director/Broker/Owner of the business. As the Life Insurance & Group Benefits Administrative Assistant, you play an important role for Gravity Insurance Brokers Ltd. Reporting to the Director, you provide administrative support. You are responsible for providing quality client service in an effective and efficient manner. In this role, you possess: -Strong client service abilities; great telephone skills -Effective organizational and multitasking skills -Flexibility and a willingness to take on projects as required -The ability to set and provide a congenial, professional, and welcoming environment for our clients -Attention to detail ESSENTIAL FUNCTIONS & RESPONSIBILITIES The examples of functions listed in this position description are representative and not necessarily exhaustive. -Greet and communicate with clients in a professional and respectful manner, always -Provide effective client service via telephone calls, videos, emails, and letter writing -Maintain Customer Relationship Management system (CRM) -Record keeping, filing, scheduling, computer operations and maintenance -Maintain accurate filing, record management, compliance, and secure record keeping of client data -Create reports for trend analysis, scheduling, and accounting control, as well as other ad hoc requirements -Possess either proficiency or willingness to learn industry related software. Efficient utilization of Microsoft 365, spreadsheets, PowerPoint, scheduling, CRM, email, Google Workspace, and the use of video meeting applications. -Research quotes for new and potential clients, assist with life, health, disability, and group insurance solutions -Client onboarding, training, and ongoing service PERSONAL SUITABILITY Other essential qualities and skills include: -Client centred service -Strong and effective interpersonal skills -A willingness to work with people of diverse cultures -Maintains good judgement -Is a team player -Effective communicator -Strong analytical and problem-solving skills -Technology literate Possesses an eye for detail and exercises accuracy -Exemplifies values and solid work ethics -Is reliable and adaptable Only considering applicants that are local (Capital Regional District).