Offer summary

Qualifications:

Minimum 2-3 years of experience in life insurance is required., Strong interpersonal skills to build relationships with internal teams and external brokers., Proficiency in technology, particularly with Excel, is essential., Excellent verbal and written communication skills are necessary..

Key responsibilities:

Create and manage summary reports for brokers to expedite pending applications.

Follow up on outstanding tasks to reduce lag time in application processing.

Coordinate with internal and external teams to ensure efficient operations.

Assist in local and regional training events by preparing necessary materials and communicating with Advisors.

Job description

Company: CLIC

Department: Individual Life

Employment Type: Regular Full-Time

Work Model: Remote

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.

Our Individual Insurance, Individual Wealth Management, and Group Retirement & Savings teams deliver products and services that provide financial security to Canadians. Along with our distribution partners, we help our clients with some of their most important needs: protecting their families’ lifestyle in the event of a death, disability or illness; reaching their saving goals; and building a secure and comfortable retirement. We operate with a high level of trust, integrity, and inclusivity to produce positive impacts for all our stakeholders.

The Senior Sales Support Coordinator provides sales and service support to Regional Sales Consultants by assisting the brokers to complete sales quickly.

How you will create impact:

Creating and managing summary reports for each broker of their tasks, using multiple systems and inputs, to move their pending applications to issued.
Expediting and following up on outstanding tasks to reduce lag time between submitted applications and enforce policies as much as possible.
Coordinating with internal and external teams as necessary to accomplish the above
Keeping the Regional Sales Consultants informed of status and build relationships with brokers and their staff.
Assisting when time permits, in supporting local and regional training by ensuring on-site readiness of facilities, materials, speakers (including wholesalers), booth displays, hand-outs, etc. Communicating events appropriately to Advisors.

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:

You have a minimum 2-3 years’ experience in life insurance is required, and knowledge of life insurance sales is strongly desired.
You have strong interpersonal skills to build relationships with busy internal teams and external brokers
You have a positive attitude with strong ‘client service’ focus.
You must be comfortable in a technology dependent environment including proficiency with excel
You have proven organization and logistics skills
You are skilled in communication (verbal and written),
You have proven ability to handle confidential material with the highest level of discretion
Fluency in an additional language is an asset

What you need to know:

You will travel occasionally.
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: $49,054 -- $81,756
*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.

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