Title: Life & DI Insurance Client Services Representative
Status: Full-time, Permanent
Location: Downtown Toronto, ON
Strong organizational and customer service skills catering to corporate clients.
The primary responsibilities will be to provide client service support to sales staff through the preparation of proposals, processing of renewals, the creation and maintenance of both physical and electronic files, including the entry into the company's database in a timely manner. You are required to comply with compliance standards.
Essential Functions:
Client service for professional brokerage firm’s Corporate clients
Provide Microsoft Office suite and database (Equisoft-Kronos) support
Prepare client proposals, renewal reports and correspondence
Maintain correspondence and computerized data files.
Perform clerical tasks, i.e., filing, copying and scanning as needed
Answer routine client inquiries.
Process new business applications and underwriting follow up
Responsibilities:
- Prepare and analyze renewal reports for corporate Disability insurance programs
- Prepare general correspondence for clients, i.e., plan administrators, HR, CFOs, etc.
- Coordinate with MGA staff to ensure policies are issued efficiently
- Preparation of proposals for our senior sales advisors, compiling various Word, Excel and PDF documents in a professional manner
- Use industry quotation software to prepare basic Disability, Life and Critical Illness proposals
- Database information input
- Conduct review of existing client information
- Contact clients to update files and database
- Respond to client inquiries
- Follow-up on applications and contracts with MGA
Qualifications:
- Life insurance licensed (LLQP) in the Province of Ontario is an asset
- Minimum of 3 years in individual Disability and Life insurance sales administration
- Life and corporate Disability insurance product knowledge
- Proficient in Microsoft office suite (Excel, Word, PPT, Outlook), Database software (Equisoft-Kronos an asset) and PDF software
We thank all candidates for showing interest in this role; however, only retained candidates will be contacted.
For more information on our recruitment service, please visit our website www.groomassocies.com
