Sales Support Administrator

The Co-operators Group; Burlington; On-site; CAD 43,550 - 72,583; Full time

Benefits offered by this job

Training and development

Flexible work options

Well-being programs

Volunteer days

Total rewards package

Job summary

CLIC is seeking a Sales Support Administrator to provide essential administrative support to insurance sales specialists, handling policy changes, new business tasks, and other operations critical to group markets distribution.

The role emphasizes accuracy, timely task execution, and effective communication within a hybrid work model. English is required; French is an asset. The position involves frequent interaction with brokers/agents and multiple internal teams.

Qualifications

• Completed post-secondary education with 1-2 years related experience.
• Attention to detail and accuracy with excellent time management skills.
• Good computer and keyboarding skills with a minimum of 35 wpm.
• Ability to work independently and within a team environment.

Responsibilities

• Provide administrative support for Group Pension and retirement income servicing activities, including payment changes, beneficiary updates, withdrawal requests, pension-related correspondence, and client follow-up activities.
• Handle incoming and outgoing correspondence, prioritizing and distributing mail, and ensuring daily service standards are maintained and escalating inquiries as required.
• Update notes with each completed transaction and interaction.
• Assist with Pending business, follow application processes through to policy issue and sending the contract to Sales Specialist for delivery to client.
• Coordinate follow ups on all pending business for various requirements (APS, MIB details, inspection reports, Agent advice, etc.).
• Handle overflow calls on the queue, assist customers and/or forwarding to appropriate Sales Specialist.
• Collaborate with internal departments, billing, customer service, underwriting, etc.
• Summarize pending reports, sales reports, life pages reports, e-app reports, Apexa reports and others; know policy types, statuses, forms, underwriting life cycle, and payment options.
• Create a summary of tasks for each broker/agent to identify follow-up activity required.

Job description

Company: CLIC
Department: Group Markets Distribution
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

The Sales Support Administrator delivers essential administrative support to the insurance sales specialists by managing new business tasks, policy changes and other administrative functions essential for business operations.

How you will create impact:

• Provide administrative support for Group Pension and retirement income servicing activities, including payment changes, beneficiary updates, withdrawal requests, pension-related correspondence, and client follow-up activities
• Handling incoming and outgoing correspondence, prioritizing and distributing the mail, and ensuring daily service standards are maintained and escalating inquiries as required
• Update notes with each completed transaction and interaction
• Accountable to assist with Pending business, follow application process through to policy issue and sending the contract to Sales Specialist for delivery to client
• Co-ordinate follow ups on all pending business for various requirements (APS, MIB details, inspection reports, Agent advice, etc.)
• Handle overflow calls on the queue, assist customers and/or forwarding to appropriate Sales Specialist
• Collaborate with internal departments, billing, customer service, underwriting, etc. as required
• Summarize pending reports, sales reports, life pages reports, e-app reports, Apexa reports and others. Need to be knowledgeable of types of policies, statuses, forms required, Underwriting life cycle process and terms, and payment options
• Create a summary of tasks for each broker/agent to identify follow-up activity required

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support your peers.

To join our team:

• Completed post-secondary education with 1-2 years related experience; preferably in a client service/ sales environment
• Attention to detail and accuracy with excellent time management skills
• Good computer and keyboarding skills with a minimum of 35 wpm
• Ability to work independently and within a team environment
• This position primarily works with majority non-francophone groups, and teams located outside of Québec, and requires proficiency in English. The essential non-French duties are not assignable to adjacent or other team members.

What you need to know:

• This role operates in a contact centre environment where a high level of audio and visual concentration is required for periods of time.
• Extended work hours, including evenings and weekends, may be required.
• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary range $43,550 - $72,583

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.