Group Sales

3 weeks ago

Toronto, Canada The Co-operators Full time

**Position Overview**:
**Company**:CLIC

**Number of Positions**: 1

**Language**: This role operates in English.

**Work Model**:Remote-based

**Alternate Title**: n/a

**Additional Information**:
The work location for this role is flexible within Ontario.

**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 Group Benefits team is a leader in our target markets through service excellence and innovative technology and products. Influenced by our co-operative values, our team of experts work collaboratively with clients to deliver solutions that meet their business needs.

As the Group Sales & Service Associate you support our distribution partners in the delivery of value-added benefits and superior service to Advisors and Plan Sponsors.

**How you will create impact**:

- Executing the implementation of new business, including liaising with various business units, implementation meetings and conducting client onboarding sessions.
- Excellent presentation skills to support finalist presentations
- Deliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote).
- Meet with plan administrators to train and educate them on effective methods of plan administration.
- Lead customer workshops and training around product updates & new features
- Build and maintain successful and lasting relationships with existing and potential clients.
- Respond to benefit plan inquiries and resolve escalated inquiries from Plan Sponsors, Advisors/Consultants and internal department contacts.
- Initiate Amendment requests for existing groups ensuring that information is complete and outstanding requirements are obtained
- Provide expertise on Co-operators’ digital experience for group benefits clients and highlight key features and functionality
- Support group benefits clients in driving adoption of our digital tools and experiences among their plan members
- Coordinate the renewal process, including rate confirmation and preparation of finalized renewal documentation.
- Sharing expertise and supporting the team and business partners in order to meet business needs and making recommendations to improve effectiveness.

**How you will succeed**:

- You influence change and are committed to continuous improvement, in order to exceed client expectations.
- Proven ability to determine business priorities, meet goals, manage high volumes of work and work collaboratively within team and across multiple teams.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Superior 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 3 years of experience Group Insurance and/or client services.
- You have a post-secondary diploma in a related discipline.
- GBA Designation or working towards the designation is an asset
- You have thorough knowledge of group benefits and product offerings, including an understanding how federal and provincial health and disability plans impact private insurance plans and what risk factors effect group benefits.
- Must have a valid driver’s license

**What you need to know**:

- You will travel occasionally.
- This role will occasionally require working outside traditional business hours to meet client needs.

**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.
- A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.

**Interested in applying?**:
Co-operators is focused on fostering an inclusive, equitable and accessible work environment and we encourage individuals from all identity groups to apply. If you require an accommodation during the recruitment process, please contact the hiring manager.

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