- 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
- 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
- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the company's pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- An onsite, full-service cafeteria with a variety of daily options
- Discounts on company products and services, and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration
- Provide two professional references (minimum one supervisor and above)
- Job Family Individual Contributor
- Pay Type Salary
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Group Sales and Service Support - Alberta, Canada - Equitable
Description
Group Sales and Service Support
Alberta, Canada Req #2282 Thursday, May 30, At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Group Sales and Service Support
Reports To: Manager, Group Service Representatives and Group Sales and Service Support
Department: Group
Term: Permanent Full-Time
Location: Alberta
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.
The Opportunity: 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. This is a great opportunity to start your career in the insurance industry at one of the Waterloo Area's and Southwestern Ontario's Top Employers for 2024
What you will be doing:
What you will bring:
What's in it for you:
As part of the recruitment/offer process you will be required to:
To learn more about Equitable, we encourage you to explore our organization.
At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.
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Other details
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