Description:
Do you thrive in a fast-paced environment? We are looking for a Sales & Service Assistant to join the Group Benefits Business Development area. In this role, you will be primarily accountable for providing support for business acquisition and retention activities to the Business Development team. This role will report to the Service Manager, Business Development.
What will you do?
- 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