Client Service Representative/account Manager Group - Burlington, Canada - The Winch Group Inc

Description

• Provide support to Advisors, including the setup of new groups, completion of annual renewals, client service and administration.
• Daytoday management general administration and maintenance of group client activities
• Interact with advisors, insurance companies, plan administrators and members to provide information in response to inquiries.
• Coordinate timely preparation and delivery of necessary client materials.
• Participate in client meetings including new group implementations, problem solving sessions, and general client relationship building events, as required.

• Prior experience in group benefits/pension and/ or insurance related industries
• Excellent listening, verbal communication, and writing skills
• Ability to multitask and prioritize to meet advisor and client needs
• Superior organization skills
• Time management skills must be able to meet competing deadlines and work well under pressure
• Proficient in using Microsoft Office including Word, Excel, and PowerPoint

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Onsite parking
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care

• French not required

• Monday to Friday

• Burlington, ON: reliably commute or plan to relocate before starting work (required)

• Secondary School (preferred)