Description:
- Support Account Executives and Service Specialist/Consultants
- Coordinate and respond to inquiries and requests for information from Clients, Advisors and Consultants (telephone and email inquiries and requests)
- Data entry
- Update and ensure internal reporting and tracking tools are maintained with accurate and up to date information
- Compose and/or prepare various correspondence and presentations
- Request and prepare various reports for advisors and clients
- Order promotional and business supplies
- Works in close collaboration with other business areas (ex. underwriting, disability, group operations, etc.)
- Manage incoming and outgoing mail
- Assist with compiling relevant information for renewals
What do you need to succeed?
- In-depth knowledge of Microsoft Office including intermediate Microsoft Excel and PowerPoint skills are required
- Understanding and knowledge of Group Benefits, including Group Benefit products
- Time management skills with the ability to prioritize competing requests/ tasks
- Prioritization and organizational skills, along with strong attention to detail
- Teamwork and cooperation
- Ability to multi-task within a fast-paced environment while maintaining a high degree of accuracy
- Excellent written and oral communication skills
- Understands client needs and identifies solutions to non-standard requests
- Ability to work independently and as part of a high functioning team
- Relationship building/management skills