Administrative Assistant

Job content

EasyInsure, a division of HUB International provides solutions for challenging accounts as well as specialty risks. Our vision is to be everywhere risk exists – today and tomorrow. Helping protect what matters most. EasyInsure, a rapidly growing national brokerage, is looking an Administrative Assistant to join the head office team in Windsor, Ontario which provides a great working environment and excellent opportunity to grow within the organization.The RoleThe Administrative Assistant performs a variety of administrative tasks to support clients, manager, and Brokers/Advisors. The ideal candidate possesses excellent communication and organization skills with the ability to deliver a high level of customer service.Responsibilities

• Handle all incoming calls and route life, health, group and wealth calls to appropriate team member
• Obtain client information and email appropriate person, and note call in the client’s file when required
• Call clients to book annual reviews, KYC updates and group renewal meetings
• Monitor, manage and organize manager and broker emails, create folders for each client and route incoming emails to client folders for easy access
• Monitor incoming webinars and schedule relevant sessions in manager and brokers/advisor’s calendar
• Schedule client meetings when required/requested and send reminders to clients
• Sort and route incoming general emails in support inboxes
• Collaborate with manager to organize all compliance procedures in accordance with FSRA and ensure documents and manuals are up to date
• Ensure all personal and corporate licenses and error and omissions coverage is current and up to date
• Review client files and report all outstanding requirements in applicable systems
• Maintain department CE credit history for each broker/advisor
• Ensure all files have updated client information
• Review and assignment of online orders and leads to appropriate broker/advisor
• Receive and distribute mail and courier for the life, health and wealth department
• Prepare and send mail and courier for all life, health and wealth policies or documents. Document file and notify broker/advisor
• Scan incoming documents, update system, and file appropriately in broker management system
• Download incoming documents, update system, and file appropriately in broker management system
• Collect, sort, and route incoming faxes
• Participate in professional development courses each quarter
• Complete other duties as assigned

Skills And Requirements

• High school diploma or equivalent
• Post-secondary education an asset
• Mutual Funds license an asset and must be willing to obtain within first year of employment
• Strong communication skills both written and verbal
• Strong customer service experience and multitasking skills
• Professional and collaborative team player
• Strong MS Office skills (Word, Excel and Outlook)
• Strong organization and analytical skills
• Ability to work independently

The Perks

• Monday to Friday work schedule
• Education Reimbursement Program
• Employee Discounts on Personal Home & Auto Policies
• Employee Referral Program
• Paid vacation, sick and personal days
• Recognition Programs
• Health & Wellness Initiatives
• Group RRSP Company Matching Program
• Group Benefits Plan
• Corporate Discounts
• Company Paid Employee Assistance Program

Choose a career with EasyInsure and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. By joining EasyInsure you will become part of a rapidly growing company that offers significant opportunity for advancement and growth. EasyInsure is a company where your contributions will make a difference.Diversity matters to us. We’re committed to building inclusive teams in an equitable environment. In other words, you can be you. Such diversity allows us to cultivate a workplace where people of all backgrounds collaborate, contribute, and thrive.If you require assistance or accommodation during our recruitment process, please notify Human Resources so that we may assist you based on your individual needs. Please contact: hr@hubcustomercentral.comDepartment Office Administration & ClericalRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHi, we’re HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.When you partner with us, you’re at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.About HUB InternationalHeadquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.