Remote Group Sales & Service Support (12-Month)

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

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.