📌 Core Information
🔹 Job Title: Customer Care and Marketing Service Assistant
🔹 Company: Jeff Cooke Insurance Agency
🔹 Location: Calgary, Alberta, Canada
🔹 Job Type: Full-Time
🔹 Category: Insurance
🔹 Date Posted: April 14, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site (Hybrid)
🚀 Job Overview
Key aspects of this role include:
- Handling reception and administration tasks
- Performing client outreach and calling
- Managing the In Book Client Outreach Program
- Assisting the Agency Owner with executive duties
ASSUMPTION: This role requires a high level of multitasking and strong organizational skills to manage various responsibilities effectively.
📋 Key Responsibilities
✅ Greeting clients and handling reception duties
✅ Performing administrative tasks and data entry
✅ Conducting client outreach and calling to maintain and grow client relationships
✅ Managing the In Book Client Outreach Program, ensuring client satisfaction and retention
✅ Providing executive assistance to the Agency Owner, Jeff Cooke
ASSUMPTION: The role may involve working from both the North and South offices on a rotational basis, requiring flexibility and adaptability.
🎯 Required Qualifications
Education: High school diploma or equivalent
Experience: 2+ years of exceptional customer service experience and 2+ years of administrative assistant experience
Required Skills:
- Proven customer service skills with a focus on sales
- Strong administrative and organizational skills
- Excellent communication and interpersonal skills
- Ability to multitask and prioritize workload
- Readiness to obtain the General level 1 Insurance License
Preferred Skills:
- Previous experience in the insurance industry
- Bilingualism (English/French)
ASSUMPTION: Candidates with previous experience in insurance or bilingual skills may have an advantage but are not strictly required.
💰 Compensation & Benefits
Salary Range: $47,500 - $95,000 CAD per year (including bonus potential)
Benefits:
- Extended Healthcare
- Dental and Prescription Drug Coverage
- Fitness Centre Membership
- Paid Vacation
- Group RRSP
Working Hours: Full-time, Monday-Friday, with potential for overtime or weekend work
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles in Calgary, Alberta.
📌 Applicant Insights
🔍 Company Context
Industry: Insurance, with a focus on auto, home, life and health, and business insurance
Company Size: Small (11-50 employees), allowing for close-knit team dynamics and opportunities for growth
Founded: 1996, with a mission to simplify insurance coverage decisions and provide exceptional customer service
Company Description:
- Jeff Cooke Insurance Agency began with the idea of simplifying insurance complexities
- Proud to have two offices in Calgary to better serve customers
- Committed to helping customers manage risks, recover from unexpected events, and realize their dreams
Company Specialties:
- Auto Insurance
- Home Insurance
- Life and Health Insurance
- Business Insurance
Company Website: www.jeffcooke.us
ASSUMPTION: Jeff Cooke Insurance Agency is a well-established company with a strong focus on customer service and community involvement.
📊 Role Analysis
Career Level: Entry to mid-level, with opportunities for growth and career advancement
Reporting Structure: This role reports directly to the Agency Owner, Jeff Cooke
Work Arrangement: Hybrid, with a requirement to have a car for commuting between offices
Growth Opportunities:
- Potential for career advancement within the insurance industry
- Opportunities to learn and grow within the company
- Possibility of obtaining insurance licenses and specializations
ASSUMPTION: The company values employee growth and development, providing opportunities for career advancement.
🌍 Location & Work Environment
Office Type: Professional office environment with two locations in Calgary
Office Location(s): Vista Heights Professional Centre (North Office) and Douglasdale Professional Centre (South Office)
Geographic Context:
- Calgary is the largest city in Alberta, with a population of over 1.2 million
- The city offers a diverse range of cultural, recreational, and entertainment opportunities
- Calgary experiences a humid continental climate, with warm summers and cold winters
Work Schedule: Full-time, Monday-Friday, with potential for overtime or weekend work
ASSUMPTION: The hybrid work arrangement allows for flexibility while ensuring a consistent presence in the office to maintain client relationships and support team collaboration.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening
- In-person or virtual interview with the Agency Owner, Jeff Cooke
- Background check and reference verification
- Job offer and onboarding
Key Assessment Areas:
- Customer service skills and experience
- Administrative and organizational skills
- Communication and interpersonal skills
- Problem-solving and multitasking abilities
- Cultural fit and alignment with company values
Application Tips:
- Tailor your resume to highlight relevant customer service and administrative experience
- Prepare examples of successful client interactions and problem-solving scenarios
- Research the company and industry to demonstrate your enthusiasm and knowledge
- Be ready to discuss your long-term career goals and how this role fits into your plans
ATS Keywords: Customer Service, Sales, Administration, Client Outreach, Executive Assistant, Insurance, Multi-tasking, Quick Learner, Coachable
ASSUMPTION: The application process may vary, but typically involves several stages to assess the candidate's skills, experience, and cultural fit.
🛠️ Tools & Technologies
- Customer Relationship Management (CRM) software
- Insurance industry-specific software and platforms
- Microsoft Office Suite (Word, Excel, Outlook)
- Telephone and email communication tools
ASSUMPTION: The specific tools and technologies used may vary depending on the company's software and systems.
👔 Cultural Fit Considerations
Company Values:
- Customer-focused
- Integrity and honesty
- Continuous learning and improvement
- Teamwork and collaboration
- Community involvement
Work Style:
- Customer-centric, with a focus on building and maintaining client relationships
- Adaptable and flexible, with the ability to multitask and prioritize workload
- Proactive and solution-oriented, with a strong commitment to customer service
Self-Assessment Questions:
- Do you have a proven track record of exceptional customer service?
- Are you comfortable working in a fast-paced, multitasking environment?
- Do you share the company's commitment to continuous learning and improvement?
- Are you a strong team player, willing to collaborate and support your colleagues?
ASSUMPTION: Jeff Cooke Insurance Agency values employees who are passionate about customer service, committed to learning and growth, and dedicated to working collaboratively within a team environment.
⚠️ Potential Challenges
- Managing multiple responsibilities and priorities simultaneously
- Working in a fast-paced, dynamic environment with changing client needs
- Adapting to a hybrid work arrangement, commuting between offices, and maintaining a consistent presence in the office
- Dealing with difficult or upset clients and finding effective solutions to their problems
ASSUMPTION: The role may present challenges, but the company offers support, training, and opportunities for growth to help employees succeed.
📈 Similar Roles Comparison
- Customer Service Representative - Similar role with a focus on client interactions and problem-solving
- Administrative Assistant - Similar role with a focus on administrative tasks and data entry
- Insurance Agent - Similar role with a focus on selling insurance policies and building client relationships
ASSUMPTION: While these roles share some similarities, the Customer Care and Marketing Service Assistant role is unique in its combination of customer service, administration, and executive assistance responsibilities.
📝 Sample Projects
- Developing and implementing a new client outreach program to improve client retention
- Streamlining administrative processes to increase efficiency and accuracy
- Collaborating with the Agency Owner to plan and execute a community event or fundraiser
ASSUMPTION: These sample projects are intended to illustrate the types of tasks and initiatives the role may involve, but the specific projects will vary depending on the company's needs and priorities.
❓ Key Questions to Ask During Interview
- What are the most challenging aspects of this role, and how can I best prepare to succeed in them?
- How does this role fit into the company's long-term growth plans, and what opportunities are there for career advancement?
- What training and development opportunities are available to help me grow in this role?
- How does the company support work-life balance for its employees?
- What are the most rewarding aspects of working at Jeff Cooke Insurance Agency?
ASSUMPTION: These questions are designed to help applicants better understand the role, the company, and the opportunities for growth and development.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your customer service, administrative, and sales experience
- Prepare a cover letter explaining your interest in the role and how your skills and experience make you a strong fit
- Prepare for your interview by researching the company, the insurance industry, and the specific challenges and opportunities presented by this role
- Follow up with the hiring manager, Jeff Cooke, within one week of your interview to express your appreciation and reiterate your interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
