Sales Support Associate

Canada Life is a company dedicated to improving the financial, physical and mental well-being of Canadians. The Sales Support Associate plays a critical role in the operations of the Group Benefits sales team, working closely with Account Managers and Group Benefit Analysts to deliver products to the market.

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

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Company Overview