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New Client Representative, Group Insurance Specialist
1 month ago
Job Summary
Job Description
What is the opportunity?
As a key member of our team, you will be responsible for providing exceptional sales implementation support and service to our advisors, sales representatives, and internal partners. Your primary goal will be to ensure a seamless submission process for new client business and adding new products for existing clients. This involves proactively gathering all necessary submission document information, ensuring all necessary clarifications and approvals, and resolving any outstanding questions prior to the final submission.
Key Responsibilities
- Manage all new case and add 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 recommendations and obtain necessary approvals for underwriting decisions to be made. Guiding changes from proposal to submission through collaborating with underwriting and sales representatives.
Requirements
- 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 teams and independently.
- Excellent organizational skills, initiative, and proactive approach.
- 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.
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 which includes competitive compensation and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
