New Client Representative, Group Insurance

What is the opportunity?

As the New Client Representative, Group Insurance, you will be the primary contact for Advisors, Sales Representatives and internal partners providing superior sales implementation support and service during the submission process of new client business and adding a new product for existing clients. Must proactively gather all submission document information ensuring all necessary clarification and approvals as well as resolving any outstanding questions prior to the final submission.

What will you do?

• Manage all new case and add a new product submissions requests from Sales Representatives, Advisors and Group Service Representatives

• Inform, encourage and share best practices with our Advisors, Sales Representatives and Group Service Representatives to assist in achieving plan effective dates and delivery of new case materials.

• Integrate a Proactive Sales Culture into all interactions with Sales Representatives, Advisors, Clients and other internal/external partners. Respond to all calls within a 24 hour period. Ensure all details are submitted with the highest level of accuracy and completeness. Take ownership and accountability in resolving inquiries and issues and look to help achieve new business sales targets. Act as the driver to move new business through the submission process ensuring the delivery of new case materials in a timely manner.

• Demonstrate engagement through participation in 1x1 coaching, team meetings, huddles, training, contribution to employee opinion survey action plans and process improvement activities

• Client relations and problem resolution skills and ability to collaborate with partners to move submissions forward and obtaining necessary approvals when required.

• Make recommendation and obtain necessary approvals for underwriting decisions to be made. Guiding changes from proposal to submission through collaborating with underwriting and sales representatives.

What do you need to succeed?

Must-have

• Bilingualism (English and French) required, as you will regularly do business with partners across Canada

• Required: Post-secondary and/or applicable work/insurance experience

• Client relations and problem resolution skills and ability to collaborate with partners

• Ability to work well with diverse team and independently

• Excellent organizational skills, Initiative & Proactive

• Strong negotiation skills, Impact and Influence, analytical thinking

• Good knowledge of Microsoft Suite and capability to learn new systems quickly

• Strong computer skills - Microsoft Office and Salesforce.com

Nice-to-have
Knowledge of the Group Insurance industry is an asset

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Work in a dynamic, collaborative, progressive, and high-performing team

• Management that supports your work and progression

• Access to a variety of job opportunities across businesses and geographies

Job Skills

Additional Job Details