Group Sales and Service Assistant
2 days ago
At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.
**Reports to**: Manager, Group Service Representatives and Group Marketing Assistants
**Department**: Group
**Term**: Permanent Full Time
**Shift**: 11:30am to 7:30pm EST
**The Opportunity**:
Equitable Life is looking for a Group Marketing Assistant to join our Group Sales team. This role works collaboratively with members of the Group Sales and Service team to provide service to the Western provinces. In this role, you will provide administrative support to the team, while ensuring a positive experience for our group policyholders and advisors. This is a great opportunity to start your career in the insurance industry at one of Waterloo Regions top Employers
**What you'll do**:
- Submit request to quote to the underwriting department. Correspond with advisors for outstanding information.
- Assist Group Account Executives (GAEs) with the renewal process by ordering requested reports and submitting sold rates
- Prepare group terminations and order requested reports
- Monitor and investigate late premium payments through interactions with advisors and plan administrators
- Complete inforce transmittals
- Support national regions as required to meet overall goals and balance workloads
- Assist in the process of data collections, efforts to improve processes, or to make processes consistent between regional offices.
**What you'll need**:
- Post-Secondary education or equivalent
- Previous customer service experience
- Comprehensive understanding of group insurance is an asset
- Strong analytical, organization, time-management and decision-making skills
- Superior communication skills, including effective listening and the ability to communicate clearly both verbally and in writing
- Ability to work in a fast-paced environment with tight deadlines and changing priorities
To learn more about Equitable Life, we encourage you to explore our organization.
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