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

Accountabilities:

  • 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

 

Qualifications:

  • 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 resumes@equitable.ca

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