Business Development Support Associate
5 days ago
Key Responsibilities:
- Compile and forward contracting requirements & paperwork to advisors
- Assist advisors with questions and completion of contract paperwork
- Provide support for Apexa On-boarding
- Maintain regular communication with advisors throughout the contracting process
- Forward contract approval/issued code to advisors and Case Manager (as applicable)
- Work directly with multiple insurance carriers across Canada
Required Skills and Qualifications:
- Post-Secondary degree or related work experience in insurance/financial services industry
- Bilingual (French/English) is a strong asset
- Proven experience in customer service and Microsoft programs such as Word, Excel, and Outlook
- Knowledge of back office systems (WealthServ, carrier sites, Sentry File, APEXA) is an asset
- Self-starter, self-motivated, teamwork, collaboration, and interpersonal skills
- Time management skills and ability to multi-task and prioritize work
- Attention to detail and follow through
- Organizational skills and ability to work under tight deadlines
About Us:
We are a leading insurer serving the financial security needs of over 13 million people across Canada. Our mission is to improve the well-being of Canadians by delivering exceptional customer experiences and providing innovative solutions. We value diversity, equity, and inclusion, and strive to create a workplace where everyone can thrive.
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