Sales Support Leader, Group Benefits
About The Position
Reporting to the Regional Sales Support Manager, the Sales Support Leader provides mentorship and direction to a team of Sales Support Associates. As part of the regional leadership team, this role will manage accountabilities related to all activities which fall under the umbrella of the current Sales Support Associate role and will provide support to our Account Executives for our small, mid and large-case markets in Group Benefits. In addition, this role will be responsible for the management of the Sales Support Associates operational activities, interviewing and onboarding staff, and conducting performance management to correct underperformance when required. Finally, the leader in this role will be expected to support and action any strategic initiatives laid out by regional and national leadership.
Requirements
- 5+ years of experience in the insurance and/or financial industry an asset
- Effective and empathetic leadership qualities
- Confident communicator and facilitator with the ability to present, train, and transfer complex knowledge
- Highly adaptable, driven to help people be their best
- Results oriented and motivated self-starter; ability to work independently and set priorities
- Ability to prioritize effectively and manage workflow
- Experience within the Group Benefits industry
- Ability to solve problems and research information to determine appropriate decisions
- Ability to build and maintain strategic partnerships within the organization and region
- Track record of consistently achieving and exceeding performance targets
- Pattern of success across multiple disciplines
- Strong customer service orientation
- Post-secondary education or equivalent work experience
- Financial Services Industry designations an asset; such as GBA or CEBS
Responsibilities
- Provide leadership, coaching, and direction to all Sales Support Associates in British Columbia
- Maximize employee engagement, performance and development
- Train and support current and new staff
- Ensure operational tasks are completed; including quotes, amendments, renewals, distribution, commissions, SAR requests, onboarding/offboarding, and any other activity owned by Sales Support Associates
- Support business objectives and quarterly regional business plans as rolled out by the Regional Vice President, Sales Directors, and Regional Sales Support Manager
- Ensure accountability of self and team in participation of overall business strategy
- Maintain relationships with sales and service teams to drive regional results
- Participate in process improvement initiatives and pro-actively recommend strategies for consideration
- Strong ability to work collaboratively with the regional service counterparts to ensure customer needs are met and exceeded
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
