Reports to
Manager, Individual Service, Claims and Production Support
Job Status
Permanent, Full-Time


  • Develop and maintain a robust 'local' relationship with MGA / Advisor partners
  • Respond to MGA / Advisor service inquiries and issues; ensuring timely responses and follow-ups
  • Train MGA / Advisors on Equinet
  • Continually promote self service with MGA / Advisor partners
  • Share with Regional Marketing Managers, insight into MGA / Advisor activities in order to capitalize on sales, retention or distribution opportunities
  • Share with Regional Service Manager, knowledge / insight / ideas for improvement of, or development opportunities on self service tools, gained through MGA / Advisor training and feedback
  • Work with Head Office Operational Teams on complex issues, in order to provide efficient problem resolution to MGAs / Advisors
  • Assist in industry Trade Shows, Seminars or Presentations
  • Provide expertise on projects or project teams related to improving regional service and relationships
  • Assist in the process of data collection, efforts to improve processes, or to make processes consistent between regional offices
  • Minimal office administration support including: receiving / sending incoming 'physical' mail, ordering office supplies, ensuring forms / apps are stocked, assisting with Image Builder Orders and some photocopying



  • Post secondary education or equivalent combination of education and work experience
  • Strong knowledge of Life Insurance and Investment products
  • Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing
  • The ability to build strong relationships with internal sales team and distribution partners
  • High aptitude for service
  • The ability to work collaboratively with peers, Manager, Marketing Managers and HO Operational Teams to deliver superior service to distribution partners
  • Strong sense of accountability and ownership for problem resolution
  • Excellent analytical, organizational, time-management, problem solving, negotiation and decision making skills
  • Previous experience/background with administration and/or customer service
  • Excellent presentation and training skills
  • Ability to travel locally to conduct training at MGA/advisor offices

How to Apply

To apply for this position, please email your cover letter, including salary expectations, and resume in one MSWord document to

If applying to multiple positions, please apply to each position separately.