New Business Service Representative

2 weeks ago

Regina, Saskatchewan, Canada Co-operators Full time

Close Date: May 3, 2024

Company: CLIC
Department: Client Services
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: English is required, French is an asset.

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Client Services team aspires to create a seamless and personalized client experience. Our professional, agile and knowledgeable team works collaboratively to understand and anticipant the needs of our clients, helping our organization to grow. We foster open communication and think innovatively to find mutually beneficial solutions for our clients.

The New Business Service Representative is the first point of contact with all Distribution Partners (Advisors, Brokers and MGAs), vendors and internal partners. The role builds and maintains strong relationships with all of our distribution partners including our internal and external clients. This position is the main conduit for the Advisor and Broker inquiries in regards to the processing of Individual Life New Business and Policy Changes, a major revenue producer for CLIC and CUMIS. This position provides a consistent client experience on each and every contact.

How you will create impact:

Manage all incoming phone calls and email inquiries pertaining to CLIC and CUMIS New Business & Policy Changes, in a timely manner and escalate questions and problems to the appropriate departments as necessary. Proactively contact advisors and brokers with respect to underwriting on pending business cases in order to expedite the issuance of their business. Contact internal departments such as Underwriting, Policy Changes, Billing, Life Client Service Centre and other departments as required, to obtain information needed for application processing and/or responses to inquiries. Facilitating solutions and resolving any errors in application completion and escalate to the appropriate processing areas when required. During a service contact, determining if information received must be passed to an underwriter for review. Complete handling of documentation of the file prior to being passed to an underwriter or policy change representative. Confirming status of Personal History Questionnaire, Attending Physician Statements, Medical Information Bureau details, reinsures advice etc. by accessing the appropriate Websites. Following-up for post-issue requirements with the advisor and broker and discuss possible solutions, or determine when extensions to the dates can be made, keeping in mind the validity of Underwriting requirements and criteria. Responsible for completing client facing amendments to the utmost accuracy. If bilingual, support other internal departments as a French resource. Cross train as needed with the Client Service team and other client service departments to ensure all client service standards are consistently maintained.

How you will succeed:

You influence change and are committed to continuous improvement, in order to exceed client expectations. You leverage critical thinking skills to identify problems and proactively propose solutions. Your strong communication skills allow you to clearly convey messages. You're an effective team player who shares knowledge to support your peers.

To join our team:

You have 2-3 years of experience in a related role. Having knowledge of Individual Life products, processes and systems would considered to be an asset. LOMA 280 and 290 considered to be an asset.

What you need to know:

Strict confidentiality with respect to client's medical history, financial status and other personal information. Having knowledge of Individual Life products, processes and systems would considered to be an asset. This role operates in a call centre environment where a high level of audio and visual concentration is required for extended periods of time.

What's in it for you?

Training and development opportunities to grow your career. Flexible work options and paid time off to support your personal and family needs. A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. Paid volunteer days to give back to your community. In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (, health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.

  • Customer Service Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Steel-Craft Door Sales & Service Ltd. Full time

    Your OpportunitySteel-Craft recognizes employees as individuals with different interests, abilities, needs, and values. We provide a positive environment that respects this individuality and allows for meaningful opportunities for personal development and satisfaction.PositionCustomer Service Representative - Regina, SKKey ResponsibilitiesThe Customer...

  • Business Development Representative

    2 weeks ago

    Regina, Saskatchewan, Canada JAN-PRO Cleaning Systems Full time

    Don't be just an employee - become a stakeholder with one of Canada's largest and top ranked Franchises JAN-PRO is experiencing tremendous growth within Saskatchewan and across the country, facilitating the need for us to grow our Regina team We are looking for part/full time Business Development Representatives in our Regina, Saskatoon and Calgary offices...

  • Business Development Sales Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Dilawri Group of Companies - Saskatchewan Region Full time

    Business Development Sales Representative - Dilawri Group of CompaniesREV UP YOUR CAREER with Dilawri GroupDilawri Group is now actively searching for a Business Development Sales Representative to join our team. This position will be located in Regina, Saskatchewan.POSITION DETAILSThis role is the first point of contact for customer inquiries regarding...

  • Business Analyst

    2 weeks ago

    Regina, Saskatchewan, Canada Visionpool Business Services Full time

    Visionpool Business Services is hiring a Remote Business Analyst to work on a Business Transformation initiative.Qualifications: Valid Business Analyst Certificate; CBAP (Certified Business Analyst Professional), CCBA (Certified Competency in Business Analysis) or PBA (Professional Business Analyst). Demonstrated experience in business modelling,...

  • Business Analyst

    2 weeks ago

    Regina, Saskatchewan, Canada Visionpool Business Services Full time

    Business AnalystKey Responsibilities: Assist with problem analysis and problem definition. Lead and/or assist with the development of business cases. Elicit, analyze, model, and document all types of requirements. Facilitate sessions to define the desired processes and procedures and create process maps of the current and proposed solutions. Configure...

  • Business Advisor

    2 weeks ago

    Regina, Saskatchewan, Canada Business Wise Coaching Full time

    Company descriptionBe Wise Business Academy matches entrepreneurs across Canada with high quality online business training programs and grants that can will reduce or eliminate the cost to business owners.Think of us as a business boot camp. We help business owners and their employees develop simple and practical tools and skills that will immediately...

  • Technology Sales Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Konica Minolta Business Solutions U.S.A., Inc. Full time

    Overview We're looking for a Technology Sales Representative tojoin our team As an Account Executive, you will provide professional and ethical representation of Konica Minolta Business Solutions to the office product & services marketplace. You will be a Konica Minolta brand ambassador to current and potential customers. Open and Honest....

  • Inbound Service Representatives

    2 weeks ago

    Regina, Saskatchewan, Canada SaskTel Full time

    SaskTel Hiring FairFriday, September 15th 12:00pm-7:00pmThe Studio at The Cornwall Centre2121 Saskatchewan Drive (Across from the SaskTel store)We are currently looking to fill positions as Casual Part Time Service Representatives within our Inbound Sales Call Center.Inbound Service RepresentativeLocation: Regina, SKPosition Type:Casual Part-Time...

  • Inbound Service Representatives

    2 weeks ago

    Regina, Saskatchewan, Canada SaskTel Full time

    Inbound Service RepresentativeLocation: Regina, SKPosition Type:Casual Part-Time PositionsNumber of Positions:10Salary:$25.00 /hour plus opportunity to earn additional sales incentivesClosing Date:April 14, 2023_ The anticipated start date for these positions is May 1, 2023_Inbound Service RepresentativeAre you passionate about providing an exceptional...

  • Business Development Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Vertex Resource Group Full time

    VERSATILITY. EXPERTISE.With these two words, Vertex makes the promise that we will always be versatile in developing solutions to our clients' unique needs and that we will always demonstrate expertise in our designated fields.Since 1962, Vertex has been a leading North American provider of environmental services. With over 50 years of expertise, Vertex...

  • Sales Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Riize Business Solutions Full time

    Are you searching for the chance to develop career worthy skills? Do you thrive within a fast-paced environment? If you are a charismatic, energetic and someone who demonstrates excellent customer service; please keep reading further in this ad as you would be a great fit our Sales teamHere are Riize we are looking for individuals who are able and willing to...

  • Human Resources Assistant New

    2 weeks ago

    Regina, Saskatchewan, Canada SaskTel Full time

    POSITION OVERVIEWResearches, develops, analyzes, coordinates, tests, implements and documents new or revised Human Resource information, programs, processes and/or training curriculums. Administers, communicates and monitors Human Resource policies. Performs special assignments as required.TYPICAL DUTIES & RESPONSIBILITIES(Not all inclusive or applicable to...

  • Customer Service Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Capital Auto Mall Full time

    Company:Universal Collision Center Inc.The Universal Collision Centre (UCC) is looking for a Customer Service Representative If you are hard-working, passionate, and determined, then Capital Automotive Group is for youThe Customer Service Representative works with the customer, insurance adjuster and the Technicians to repair vehicles ensuring an exceptional...

  • Family Services Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Arbor Memorial Inc Full time

    How often do you have the opportunity to learn about the milestones that make up another person's life? Imagine a career where you can really get to know people, hear about their families, where they came from, and the stories behind their plans for the future. Taking care of the details on behalf of others during a significant milestone is important and...

  • Hybrid Service Desk Analyst

    2 weeks ago

    Regina, Saskatchewan, Canada Visionpool Business Services Full time

    Visionpool Business Services is hiring aHYBRIDS_ervice Desk Technical Analyst _:- who resides in the_MONCTON, MISSISSAUGA, KANATA, EDMONTON AND CALGARY AREASResponsibilities: Assist staff face to face, virtually, by phone or chat Resolve issues with technology through oneonone interactions Troubleshoot a variety of firstlevel IT support issues on different...

  • Chat Service Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Safe Harbour Society Full time

    We are currently searching for a Chat Service Representative. The Chat Service Representative will be responsible for providing a variety of customer support-related duties for the company and our clients. This person will interact daily with visitors on our clients' websites (via Live Chat software) and will be expected to provide exceptional customer...

  • News

    2 weeks ago

    Regina, Saskatchewan, Canada Harvard Media Full time

    Harvard Media is a key player in news and information delivery in Saskatchewan. As a major news organization in Saskatchewan, Harvard Media operates two leading news radio stations, CKRM in Regina and GX94 in Yorkton, along with digital platform SaskToday. We are focused on delivering top-notch, well-rounded news that connects with the community. Our news...

  • Service Support Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Finning Canada Full time

    Company:Finning CanadaNumber of Openings:1Worker Type:PermanentPosition Overview:The Regional Service Support Representative is a key member of the Customer Support Operations team responsible for the strategic customer management, repair scope development, quoting, and project management of technical repairs and service in both the shop and field. This role...

  • Outside Sales Representative

    4 weeks ago

    Regina, Saskatchewan, Canada Uline Full time

    Regina, SaskatchewanOutside Sales RepresentativePay from $125,000 to $150,000 per yearPlus a $10,000 Sign-On BonusSchedule: Monday - FridayStrong customer relationships built on trust - that's the foundation of Uline's sales culture As an Outside Sales Representative, build out your territory supported by the best training, tools and product offering to win...

  • Outside Sales Representative

    1 month ago

    Regina, Saskatchewan, Canada Uline Full time

    Regina, SaskatchewanOutside Sales RepresentativePay from $125,000 to $150,000 per yearPlus a $10,000 Sign-On BonusSchedule: Monday - FridayStrong customer relationships built on trust - that's the foundation of Uline's sales culture As an Outside Sales Representative, build out your territory supported by the best training, tools and product offering to win...