is Canada's largest insurance brokerage and is dedicated to helping business and individuals evaluate their risks and manage their insurance needs.
We are hiring for
two (2)
Group Benefits Service Advisor
! This is a
full-time
position starting as soon as possible at our
Saskatoon
office.
Duties & Responsibilities include:
Perform all customer service activities for assigned block of business including, but not limited to:
Assist with claims and underwriting inquiries.
Provide superior customer service support to clients and advisors with respect to day-to-day administration of their employee benefits plan.
Implement and service new group contracts for assigned block of business.
Assist clients, advisors and staff to become self-reliant through various training related activities
Prepare customized sales, renewal and education presentations
Assist clients by explaining or discussing details of group benefit quotations and/or contracts with clients and plan administrators
Gather data and documentation to support the sales process
Preparation and delivery of requests for proposal, quotations and the annual client renewals
Prepare client updates for presentation
Assist the Sales Department in all service activities
Other duties and special projects as assigned
Adhere to Service Level Agreements (SLAs) and Company Code of Ethics and Business Conduct and meet target Key Performance Indicators (KPIs) as set out by Management
Utilize the Company CRM system as set out by Management
Report to the Executive
Oversee and manage Regency's customer relations management system (Microsoft Dynamics 365) to ensure carrier renewals are provided to Regency Advisors within a reasonable time frame to present to clients.
Assist the Sales Advisors in their daily duties as necessary
Issuing of travel policies using our corporate sales platform
Ensure all electronic files and documents are properly label, files and stored on the corporate website
Job Requirements
:
Life insurance license (if not currently licensed, willing to pass the LLQP exam within the first 3 month)
Valid driver's license
Travel, as appropriate, with the client's best interest as the goal
Excellent interpersonal skills
Excellent written and oral presentation skills
Superior analytical skills
Word processing skills, personal computer skills (Microsoft Office - Word, PowerPoint, Excel, Dynamics)
Highly organized, work well under pressure, prioritize and meet deadlines
Team spirited and desire to contribute to overall organizational success
If you are excited by the opportunity and want to be a part of a team that believes in integrity and service, please click "
Apply Now
".
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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