Nicholson Group Inc.
Job Summary:
Job Description:
Customer Service & Administration Assistant
Experience as an Executive Assistant, Administrative Assistant and/or experience in the Insurance and/or investment industry would be considered an asset.
Customer Service Skills are a must!
Candidates must have a keen attention to detail, be task oriented, and work well with deadlines. (Criminal & Credit Record Check is required)
Duties and Responsibilities
- Information Management – Data entry, keeping client information up to date and secure
- Customer Service – Providing industry leading service to our clients, going above and beyond is the norm here.
- Sales Support – Assisting sales professionals with creation of documents for sales, & renewals, data entry and tracking of sales process & requirements.
To do these aspects of the job we need someone who is…
- Good with technology ChromeOS, Windows & iPad iOS
- Able to learn Saleforce.com & our Industry & business processes
- Strong with communications via email, phone & in person
- Proficient with Google Workspace Email, Calendar, Documents & Sheets
- Detail oriented mostly text and numbers details
- Able to Adapt to Changing process
- Willing to learn, The Technology we use, Insurance and Investments Regulations & Procedures
Work Environment – Office
Location – Montague
Salary: $20.00 per hour
Expected hours: 35 per week