Sales Support Administrator

Co-operators • Mississauga, ON

1d • CA$43,550 - CA$72,583 • Hybrid

About The Position

The Sales Support Administrator delivers essential administrative support to the insurance sales specialists by managing new business tasks, policy changes and other administrative functions essential for business operations.

Requirements

• Completed post-secondary education with 1-2 years related experience; preferably in a client service/ sales environment
• Attention to detail and accuracy with excellent time management skills
• Good computer and keyboarding skills with a minimum of 35 wpm
• Ability to work independently and within a team environment
• Proficiency in English

Nice To Haves

• French is an asset.

Responsibilities

• Provide administrative support for Group Pension and retirement income servicing activities, including payment changes, beneficiary updates, withdrawal requests, pension-related correspondence, and client follow-up activities
• Handling incoming and outgoing correspondence, prioritizing and distributing the mail, and ensuring daily service standards are maintained and escalating inquiries as required
• Update notes with each completed transaction and interaction
• Accountable to assist with Pending business, follow application process through to policy issue and sending the contract to Sales Specialist for delivery to client
• Co-ordinate follow ups on all pending business for various requirements (APS, MIB details, inspection reports, Agent advice, etc.)
• Handle overflow calls on the queue, assist customers and/or forwarding to appropriate Sales Specialist
• Collaborate with internal departments, billing, customer service, underwriting, etc. as required
• Summarize pending reports, sales reports, life pages reports, e-app reports, Apexa reports and others. Need to be knowledgeable of types of policies, statuses, forms required, Underwriting life cycle process and terms, and payment options
• Create a summary of tasks for each broker/agent to identify follow-up activity required

Benefits

• 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.
• Competitive salary and incentive programs
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree