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    • Provide Microsoft Office suite and database (Equisoft-Kronos) support.
    • Minimum of 3 years in individual Disability and Life insurance sales administration.
    • Previous retail or grocery sales experience preferred.
    • Sales & merchandising: 1 year (preferred).
    • Commissions:* 5% on all route sales.
    • Experience in outside sales, business development, service sales, fleet sales, heavy equipment, trucking, mining, construction, or a related industry.
    • Commercial awareness – understands how sales support activity connects to business outcomes.
    • Monitor daily workload distribution and support task prioritization…
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    • This person will support our sales representatives by assisting with account setups, putting away products that our customers order, keeping the customer’s…
    • Driver. Stay hungry and act with urgency.
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    • This position will provide support to all WFS sales divisions through company communications, event planning, promotions and sales support.
    • Coach daily sales activities and support deal structuring.
    • Reinforce and improve our sales process.
    • Recruit, mentor, and develop a high-performing sales team.
    • Sales support: 3 years (required).
    • This role is the engine room of that sales effort.
    • 3+ years in sales support, inside sales, proposals, estimating, order desk…
    • Coordinate through the sales team consultation appointments.
    • Min. 2 years of relevant experience in the field or 5 years of exceptional sales record.
    • Customer Service: Provide excellent customer service support, covering the Team Sales Customer Service Desk when needed.
    • Attend customer meetings and company sales meetings as required.
    • Strong selling skills to support store level bookings (CFO’s).
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    • Amazing sales leadership and training - We know great sales reps are trained not born.
    • Comprehensive onboarding, mentorship, and territory support included.
    • Inside sales: calling past customer lists, booking appointments, handling objections, and following up persistently.
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    • Collaborate with the sales team to develop strategies for expanding market reach through sales efforts.
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Job Post Details

Individual Life & DI Insurance Client Service - job post

The Insurance Advisory Group Inc.
Toronto, ON M5E 1J8
$65,000–$75,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 3 days.

Job details

Pay

  • $65,000–$75,000 a year

Job type

  • Permanent
  • Full-time

Location

Toronto, ON M5E 1J8

Benefits

Pulled from the full job description

  • Paid time off
  • Vision care
  • Dental care
  • Life insurance
  • Disability insurance
  • Extended health care

Full job description

Life & DI Insurance Client Services Rep – Individual Insurance Brokerage

General Summary

The Insurance Advisory Group Inc. (IAG) is a national firm providing individual Life, Disability and Critical Illness coverage to high net worth individuals and major corporations.
Reporting to the company’s Operations Manager in our Toronto office, you will be responsible for servicing personal and corporate Life, Disability and Critical Illness insurance programs, perform general administrative tasks and complete business processing in our Toronto office. Note, this is not a remote position.

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

Detailed Job Description

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 Required

- 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

- Strong organizational and customer service skills catering to corporate clients

- Bilingual (French) – would be an asset, but not required

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 as established by IAG.

What IAG offers:
Salary, commensurate with experience and licensing status, $65K - $75K plus benefits, 4 weeks vacation annually, convenient downtown Toronto office location near transit and many other perks!

Job Types: Full-time, Permanent

Pay: $65,000.00-$75,000.00 per year

Benefits:

  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care

Experience:

  • individual Life & DI insurance client service: 3 years (required)

Work Location: In person

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