Account Administrator II/Reception

Drayden Insurance Ltd.

View: 251

Update day: 01-06-2024

Location: Leduc Alberta

Category: Insurance

Industry:

Job type: Full-time

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Job content

The AA II is one of the first points of contact between walk-in clients and inbound calls, is responsible for greeting clients in a friendly and courteous manner, as well as coordinating the flow of calls. Responsible for other general office duties listed below:


Responsibilities

  • Ensure the needs of customers are being met through superior customer service and following the Assured™ Approach
  • 2nd on answering multi-line phone system and directing client inquiries
  • 2nd on directing walk-in clients and processing client payments according to the needs of the insurance company and policies
  • 2nd on claims updates (opening and closing claims)
  • Verify client documents for accuracy and follow up on any discrepancies
  • Commercial Invoicing
  • Issue certificates of insurance when required
  • Assist with direct bill reconciliations
  • Month end reports
  • Assist with yearend clean up
  • Back up for Account Administrator I and Senior Account Administrator positions
  • Keep a safe and clean reception area by complying with procedures, rules, and regulations.
  • Contributes to team effort by accomplishing related results as needed.

Your Unique Talents

  • You have great verbal and written communication skills, along with listening abilities
  • You conduct a level of professionalism that represents the face of the company
  • You are customer service focused and quickly able to adapt to meet client’s needs
  • You initiate and problem solve in difficult situations
  • You obtain strong organization, prioritization, and time managements skills
  • You show great attention to detail and are strongly focused
  • You excel in basic technical skills to meet the needs of the position

Education required:

  • Grade 12
  • Post-Secondary Diploma in Administration considered an asset

Qualifications:

  • Multi-line phone/switchboard experience
  • Microsoft Word/Excel; Outlook, Epic
  • Strong customer focus
  • Excellent communication skills
  • Sharp attention to detail
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Deadline: 16-07-2024

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