New Business Service Pro — Hybrid & Growth Focus

Co-operators; Hamilton; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services cooperative in Ontario is seeking a New Business Service Representative to serve as the first point of contact for distribution partners. The role involves managing inquiries, fostering relationships, and ensuring client confidentiality. Candidates should possess strong communication skills and have at least one year of relevant experience. This position offers flexible work options and comprehensive benefits.

Benefits

Training and development opportunities

Paid volunteer days

Comprehensive total rewards package

Qualifications

• 1 year of experience in a related role.
• Knowledge of Individual Life products and processes considered an asset.
• Proficient in English; French is an asset.

Responsibilities

• Manage incoming phone calls and email inquiries.
• Contact advisors and brokers to expedite issuance.
• Resolve errors in application completion.
• Confirm status of documentation related to underwriting.

Skills

Communication skills

Critical thinking

Relationship building

Confidentiality

Job description

A leading financial services cooperative in Ontario is seeking a New Business Service Representative to serve as the first point of contact for distribution partners. The role involves managing inquiries, fostering relationships, and ensuring client confidentiality. Candidates should possess strong communication skills and have at least one year of relevant experience. This position offers flexible work options and comprehensive benefits.