Administrative Insurance Associate

  • Company:
    VPI Working Solutions - Ajax
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    2 days ago
  • Category:
    Finance and Insurance

Job Description

Implement the agency’s marketing/sales plan and direct mail campaigns at direction of the agent. 
Provide prompt, accurate, friendly, cost-effective service and utilize it as a basis for establishing a marketing opportunity for licenced staff. 
As directed by the agent, work with agent’s computer system to update information in customer databases used by the agent. 
Work independently to achieve the goals of the agency when necessary. 
Perform other related duties as assigned by the agent. 
Work with sales staff from the agent’s office to contact prospects and current policyholders to generate interest in sales appointments. 
Work with sales staff to conduct needs based sales interviews in the agent’s office supported by technology (including Insurance and Financial Reviews). 
Work with sales staff to meet marketing goals set by the agent. 

Requirements:

The successful candidate for this role would have to be willing to go through training and licensing for up to 2 years to then become a Sales/Marketing Insurance agent
For all candidates this position is the beginning step. Candidates are required to pass through this step into the subsequent Provincial Licencing Levels until all three licences are completed successfully. Failure to proceed through the different levels of licencing will be grounds for termination as these designations are necessary to fulfill the minimum provincial & industry standards. Additionally, designations/ certifications through our agency may be introduced & must also be successfully completed. To have these requirements in good standing at all times is necessary to maintain employment with our company 
JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS
To proceed to the next level within our company by successfully completing all provincial & federal requirements (licences), & to be able to use the successful completion to register with EAG-MA & DFS to service designated Desjardins products. Please note that a license in continuous good standing is required to keep the position. 
Code (for internal use): – #ZR
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Company Description

VPI is working with the employer to find suitable candidates and help fill this position. We are not a placement agency, we partner with employers in the community to post jobs and recruit qualified candidates on their behalf. As an Employment Ontario service provider, we offer free programs and services to help job seekers find meaningful work.