Official Internal Job Title: Sales Technician Status: Regular Job Description: Job description for external job posting 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. Follow us on Instagram ! @beneva.ca We put people first. We support them through all stages of their life by giving them peace of mind and we contribute to the well-being of the community. Follow us on LinkedIn Beneva ranks among Canada’s best employers according to Forbes and has positioned itself as a choice option, carving out a place among the top 5 in the industry. This distinction shows that people all around the country recognize the company founded in 2020 as a top employer. By receiving this title, Beneva once again embodies its purpose: putting people first. We take care of our people by offering a competitive salary, a defined benefit pension plan, group insurance for you and your family, a flexible schedule and vacation time to make the most of your life. Also, to help you strike the proper work-life balance, we offer you the opportunity to split up your time between the office and your home which we refer to as the hybrid work mode. We like you just the way you are! That’s why we value different perspectives and ideas in an environment that promotes a sense of belonging and offers equal opportunities to all. Whether you’re an experienced professional, a student or undergoing a career change, we have an opportunity for you to discover or rediscover insurance. We offer you the means to enhance your knowledge, develop your abilities and launch your career. We want you to feel good in your mind and body. Helping you strike the right balance is important to us, which is why we have a team dedicated to the health and well-being of our employees. Plus we encourage you to get up and move which is why we're offering you a telemedicine service and an Employee Assistance Program. We want you to keep you happy. At Beneva, we're in tune with nature by undertaking several initiatives such as LEED buildings, rooftop bee hives and gardens and a paperless environment. We also respect our fellow man by being involved in many social causes. We support concrete actions to give back to the community and encourage the social engagement of our employees.
