Client Service Representative/account Manager Group

2 weeks ago


Burlington, Canada The Winch Group Inc Full time

**CLIENT ACCOUNT MANAGER/SERVICE SPECIALIST GROUP BENEFITS**
- Provide support to Advisors, including the set-up of new groups, completion of annual renewals, client service and administration.
- Day-to-day management general administration and maintenance of group client activities
- Interact with advisors, insurance companies, plan administrators and members to provide information in response to inquiries.
- Coordinate timely preparation and delivery of necessary client materials.
- Participate in client meetings including new group implementations, problem solving sessions, and general client relationship building events, as required.

**WHAT WE ARE LOOKING FOR**
- Prior experience in group benefits/pension and/ or insurance related industries
- Excellent listening, verbal communication, and writing skills
- Ability to multi-task and prioritize to meet advisor and client needs
- Superior organization skills
- Time management skills - must be able to meet competing deadlines and work well under pressure
- Proficient in using Microsoft Office including Word, Excel, and PowerPoint

**Job Types**: Full-time, Permanent

**Salary**: $35,146.33-$59,416.74 per year

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Burlington, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

Work Location: In person



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