Canada Life is a company dedicated to improving the financial, physical and mental well-being of Canadians. The Sales Support Associate plays a critical role in the operations of the Group Benefits sales team, working closely with Account Managers and Group Benefit Analysts to deliver products to the market.
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
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.
Company Overview
- Canada Life looks after retirement, investments, Estate Planning, Wealth Management, Investing for Children, Flexible Life Plans. It was founded in 1903, and is headquartered in Potters Bar, Hertford, GBR, with a workforce of 10001+ employees. Its website is https://www.canadalife.co.uk/.