Official Internal Job Title:

Sales Technician

Status:

Regular

Job Description:

JOB DESCRIPTION

The Sales Technician reports to the Director, New Business, Group Insurance Sector. You will work closely with the Account Managers, liaising with the Actuarial Department and with external Intermediaries on behalf of Beneva. The primary responsibilities of this role include daily management of requests that come to the Ontario Western & Atlantic (OWA)New Business team common email box, set-up of quote requests on the various systems, send notifications of declined quotes to the Intermediaries, and assign and save renewal documents for the Sales and New Business teams.

JOB DUTIES

Primary Duties

• Responsible for the daily categorization (assignment), maintenance, filling of emails in the OWA New Business Common Box
• Examine quote requests completed by Intermediaries
• Facilitate and prepare the set-up of the quote on the various internal applications, saving of documents and relevant correspondence for the Actuarial Department
• Advise Intermediaries of quotes that have been declined (by either the Sales, Actuarial or New Business teams)
• Assign and verify Account Manager's for renewals of Insured groups
• Carry out other administrative as requested

Secondary Duties

• Receive and follow-up on information requests from Intermediaries
• Facilitate all additional requests from Intermediaries, following the submission of proposals or implementation, and work with the Actuarial Department and Account Manager on calculations and appropriate responses to the Intermediaries
• Verify and apply authorized banking requested from the Account Manager's for renewals of insured groups and transmit renewal documents within the deadlines to the Intermediaries
• Calculate options at the intermediaries’ request after submission of proposals; obtain additional conditions from Actuarial when necessary
• Perform various miscellaneous tasks: report requests, New Intermediary portal access set-up, Agent of Record changes, among others
• Provide ongoing support to Intermediaries and Account Managers in order to find solutions to problems and issues
• Liaise with other departments as needed
• Participate in group projects under the department's responsibility

REQUIREMENTS

Academic

• College diploma
• Completed or in the process of completing LOMA courses is an asset.

Experience

• Minimum of 3 years’ experience in the Group Insurance Industry, specifically within a new business or administrative role. Previous experience in pricing and/or underwriting is a strong asset

Skills

• Strong analytical skills
• Familiar and comfortable working with mathematical concepts
• Strong written and verbal communication skills
• High proficiency in spoken and written English. French is an asset.
• Strong knowledge of MS Office Suite, particularly Word and Excel

#LI-ENG

#LI-Hybrid

Beneva is an equal opportunity employer, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply.

Purpose : True to its purpose, Beneva places people at the heart of its actions and contributes to the well-being of the community. It accompanies its clients in all stages of their lives, both for their insurance and for their financial services.

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