Group Sales and Service Support

Equitable Life of Canada; Canada; Hybrid; CAD 55,000 - 70,000; Full time

Benefits offered by this job

Career Growth

Total Rewards: Benefits

Flexible work arrangement

Job summary

Equitable Life of Canada is seeking a Group Sales and Service Support to join our Group Sales team. This role provides administrative support to GAEs, handles renewals, reports, and communications with advisors.

You will work from home full-time with occasional in-person at our Waterloo office or other assigned Waterloo Region locations. Travel may be required for sales assignments and regional coverage.

Qualifications

• Post-Secondary education or equivalent.
• Previous customer service experience.
• Comprehensive understanding of group insurance is an asset.
• Strong communication, organization, and time-management skills.
• Ability to work in a fast-paced environment with deadlines.

Responsibilities

• Submit request to quote to the underwriting department and correspond with advisors for outstanding information.
• Assist Group Account Executives with renewal processes by ordering reports and submitting sold rates.
• Prepare group terminations and order requested reports.
• Provide support to advisors and clients via email and phone.
• Answer inquiries relating to commissions and ensure licensing is up to date.
• Assist with agent of record changes and monitor late premium payments.
• Complete inforce transmittals and support national regions to balance workloads.
• Assist in data collection and process improvement across regional offices.

Skills

Customer service

Group insurance knowledge

Analytical skills

Communication skills

Time management

MS Word

MS Excel

Education

Post-Secondary education or equivalent

Tools

Word

Excel

Job description

The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Equitable is looking for a Group Sales and Service Support to join our Group Sales team. This role works collaboratively with members of the Group Sales team to provide service to the Eastern provinces. In this role, you will provide administrative support to the team, while ensuring a positive experience for our group plan sponsors and advisors.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements:

You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

What you’ll do:

• Submit request to quote to the underwriting department and 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
• Provide support to our advisors and clients via email and phone
• Answer inquiries relating to commissions and ensure advisor errors & omissions/required licensing is up to date
• Assist with agent of record (AOR) changes
• 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 bring:

• 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
• Experience using Word, Excel, and ability to learn and apply new system applications

What’s in it for you:

• Career Growth:Regular learning sessions and development opportunities
• Total Rewards:Allowance provided in place of vacation pay and benefits
• Flexibility:Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Manager, Group Underwriting

Department: Group Term: Temporary Full-Time, Twelve (12) Month Contract Location: ON, BC, NS, AB, SK, NL, MB, NB, PEI