Canada Life is a leading insurer in Canada serving the financial security needs of millions. The Sales Support Associate plays a critical role in supporting the Group Benefits sales team by preparing quotes, packaging renewals, and collaborating with analysts and account managers.
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
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/.
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