Agency Support Agent (Brossard)
Core
Provide comprehensive administrative and operational support to Career Agencies, assisting clients and the sales force while managing office facilities and processes.
Role type
Administrative Support Agent
Builds
Agency operations, client onboarding/offboarding, and internal coordination
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Customer service, administrative support, office management, process documentation, calendar management, report compilation
Preferred skills
Adaptability, autonomy, detail-orientation
Technologies
None stated
Responsibilities
Welcome and assist clients and sales force via phone and in person; coordinate agency activities and manage calendars; handle contract onboarding, orientation, and offboarding of advisors; manage office facilities, mail, and supplies; compile reports and document procedures.
Seniority
Individual Contributor