Sales Support Associate
Canada Life is a leading insurer in Canada serving the financial security needs of millions. The Sales Support Associate plays a critical role in supporting the Group Benefits sales team by preparing quotes, packaging renewals, and collaborating with analysts and account managers.
Responsibilities
- Prepare quotes and presentations via in-house software and Microsoft Office suite tools
- Package and email annual renewals to advisors on behalf of Account Executives
- Underwrite and price new groups and amendments
- Work collaboratively with Group Benefit Analysts and Account Managers to deliver Canada Life products to the market
- Develop a strong competency of our systems and processes
- Act as a liaison between our office and advisors to investigate and gather missing information
- Certain assignments and specialized tasks: such as broker commissions, report creation, and other various administrative duties
Skills
- Post-secondary education
- Strong critical thinking skills with an analytical approach
- Strong attention to detail
- Proficient in using Outlook, Word, Excel, and Adobe; aptitude for learning new technologies
- Excellent time management and organization: ability to prioritize multiple tasks and expectations, ability to plan and organize work, meets deadlines
- Ability to work independently and in a team environment
- Effective communicator, both written and verbal. Responds promptly to requests; tact, courteous, and patient in all communications internal and external
- Experience in the group benefits industry would be an asset
Company Overview