Senior Group Sales & Service Representative

Co-operators; Kitchener; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A leading Canadian financial services cooperative is seeking a Senior Group Sales & Service Representative in Kitchener, Canada. The role involves supporting distribution partners, delivering presentations, and maintaining relationships with clients. Candidates should have 2 years of experience in Group Insurance or client services along with strong communication skills and a valid driver’s license. This position offers hybrid work and comprehensive benefits, including development opportunities and wellness programs.

Benefits

Training and development opportunities

Flexible work options

Paid volunteer days

Comprehensive total rewards package

Qualifications

• 2 years of Group Insurance and/or client services experience required.
• Knowledge of federal and provincial health and disability plans.
• Valid driver’s license is mandatory.

Responsibilities

• Liaise with business units to implement new business.
• Deliver presentations to employee groups for enrollment.
• Train plan administrators on effective plan management.
• Lead customer workshops about product updates.
• Build and maintain client relationships.
• Respond to inquiries from plan sponsors and advisors.

Skills

Group Insurance experience

Client services experience

Strong communication skills

Critical thinking skills

Team player

Education

Post-secondary diploma in a related discipline

GBA Designation or in progress

Job description

Company : CLIC

Department : Group Sales

Employment Type : Regular Full-Time

Work Model : Hybrid

Language : This role operates in English.

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.

As the Senior Group Sales & Service Representative you support our distribution partners in the delivery of value-added benefits and superior service to Advisors and Plan Sponsors.

How you will create impact

• Executing the implementation of new business, including liaising with various business units and conducting client onboarding sessions.
• Deliver presentations to employee groups to facilitate enrolment and / or introduce their Group Benefits (in person or remote).
• Meet with plan administrators to train and educate them on effective methods of plan administration.
• Lead customer workshops and training around product updates & new features.
• Build and maintain successful and lasting relationships with existing and potential clients.
• Respond to benefit plan inquiries and resolve escalated inquiries from Plan Sponsors, Advisors / Consultants and internal department contacts.
• Initiate Amendment requests for existing groups ensuring that information is complete and outstanding requirements are obtained
• Provide expertise on Co-operators’ digital experience for group benefits clients and highlight key features and functionality
• Support group benefits clients in driving adoption of our digital tools and experiences among their plan members
• Coordinate the renewal process, including rate confirmation and preparation of finalized renewal documentation.
• Sharing expertise and supporting the team and business partners in order to meet business needs and making recommendations to improve effectiveness.

To join our team

• You have 2 years of Group Insurance and / or client services experience.
• Post-secondary diploma in a related discipline is an asset. GBA Designation or working towards the designation is an asset
• You have thorough knowledge of group benefits and product offerings, including an understanding how federal and provincial health and disability plans impact private insurance plans and what risk factors effect group benefits.
• Must have a valid driver’s license

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 our peers.

What you need to know

• 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 (health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.