Sales Technician - Toronto, Canada - Beneva
Description
Job Posting Title:
Sales Technician
Status:
Temporary (Fixed Term)
Job Description:
Office:
Toronto, North York
Corporate Division:
VP - Contract Administration, Group Insurance
Division:
New Business - Group Insurance
Job title:
Sales Technician
Type of position:
Temporary, 6 month contract with the possibility of extension
JOB DUTIES
Primary Duties
- Examine quote requests completed by Intermediaries
- Advise Intermediaries of quotes that have been declined (by either the Sales, Actaurial or New Business teams)
- Assign and verify Account Manager's for renewals of Insured groups
- Carry out other administrative as requested
- Receive and followup on information requests from Intermediaries
- Facilitate all additional requests from Intermediaries, following the submission of proposals or implementation, and work with the Actuarial Department and Account Manager on calculations and appropriate responses to the Intermediaries
- Calculate options at the intermediaries' request after submission of proposals; obtain additional conditions from Actuarial when necessary
- Perform various miscellaneous tasks: report requests, New Intermediary portal access setup, Agent of Record changes, among others
- Provide ongoing support to Intermediaries and Account Managers in order to find solutions to problems and issues
- Liaise with other departments as needed
- Participate in group projects under the department's responsibility
REQUIREMENTS:
Academic
- College diploma
- Completed or in the process of completing LOMA courses is an asset.
- Minimum of 3 years' experience in the Group Insurance Industry, specifically within a new business or administrative role. Previous experience in pricing and/or underwriting is a strong asset
Skills:
- Strong analytical skills
- Familiar and comfortable working with mathematical concepts
- Strong written and verbal communication skills
- High proficiency in spoken and written English. French is an asset.
- Strong knowledge of MS Office Suite, particularly Word and Excel
- Beneva is an equal opportunity employer, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply._
- Purpose :_
- True to its purpose, Beneva places people at the heart of its actions and contributes to the wellbeing of the community. It accompanies its clients in all stages of their lives, both for their insurance and for their financial services._
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