Group Sales and Service Support
About The Position
At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes. 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. Join one of the region’s top employers and be part of something that truly makes a difference.
Requirements
- 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
Responsibilities
- 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
Benefits
- Career Growth: Regular learning sessions and development opportunities
- Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching
- Time Away: Competitive vacation plus one paid volunteer day each year
- Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.
- discretionary annual incentive award tied to business performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
