Sales Service Agent
About The Position
This is an 18-month temporary position for a Sales Service Agent. The role involves processing customized new applications and collaborating closely with the sales force. MRa is a firm specializing in individual insurance and contract administration. This position offers a great opportunity to showcase your skills and fully leverage your potential within a caring and reliable organization where people and their development are at the heart of priorities, fostering an environment that encourages collaboration and innovation. The company aims to ensure clients feel confident and secure about their future and is fast-growing.
Requirements
- Is recognized for strong situational analysis skills, rigor, and a strong sense of responsibility
- Stands out for their autonomy, organizational skills, priority management, and initiative
- Demonstrates a strong ability to adapt to change, a proactive mindset, and ease in learning new administrative systems
- Is recognized for their interpersonal skills and their very strong verbal and written communication skills
- Holds a college diploma and has 3 to 5 years of relevant or related experience, including experience in customer service and sales
- Has an advanced level of English and French proficiency, as the role requires regular verbal and written communication with clients and business partners in both languages
- Must be available to work overtime when required
Nice To Haves
- experience in similar roles
- knowledge of insurance distribution
- knowledge of individual insurance
Responsibilities
- Ensuring that submitted requests and transactions comply with business rules and regulatory requirements
- Following up on incomplete files with the sales force
- Responding by phone and email to questions from clients and representatives regarding business rules related to new sales, amendments, and products offered
- Performing various related administrative tasks as part of business and compensation processes
- Taking ownership of complex cases and escalating them when required
- Maintaining a high level of productivity and accuracy
- Participating in DMS (Daily Management System) meetings and contributing improvement ideas
Benefits
- group insurance
- a competitive pension plan
- vacation program
- telemedicine
- employee and family assistance program
- discounts on iA products
- flexible work model
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
1,001-5,000 employees
