Sales and Service Administrator

Job Responsibility:

Sector: Special Markets Insurance Location: Calgary, AB Working Conditions: Remotely but monthly in-office days required Working Status: Temporary One-Year Contract

Are you someone who is motivated by providing excellent customer service and driven by contributing to success and growth? We have an exciting opportunity for client-focused administrator to join our close-knit team as a Sales and Service Administrator. We invite you to apply and grow your career with a company that is invested in the development of our employees.

Your focus

Administration:

• Implement new business by issuing new policies and setting them up on applicable systems.
• Process mid-term and policy changes.
• Handle renewals by reviewing renewal data, calculating premiums, and inputting data into systems.
• Prepare endorsements, invoices, summaries, and related materials for brokers/clients.
• Re-issue contracts as necessary.
• Contact brokers/clients regarding outstanding renewal, premium, and administration issues.
• Assist brokers/clients with policy implementation, interpretation, administration, and claim requirements.
• Respond to client phone calls and email inquiries.
• Provide sales support functions as needed.
• Perform basic office administration tasks, including ordering supplies.

Underwriting:

• Review and evaluate risk, and analyze specifications for non-complex quote requests.
• Prepare and issue new business proposals and other quote documents.
• Conduct renewal analysis of in-force policies and prepare renewal notices requesting renewal information.

Miscellaneous Tasks:

• Generate periodic experience reports for special accounts.
• Assist the Compliance team and brokers with licensing requirements.
• Provide administrative support to other team members as needed.

Is this you?

• High School Diploma and Business Administration Diploma/Certificate or related experience.
• 3+ years of experience in group or special markets insurance is ideal!
• Organizational Skills: Strong organizational and time management skills to keep everything on track.
• Analytical Skills: Excellent analytical abilities to solve problems and showcase innovative skills for evaluating, improving, and implementing solutions.
• Technical Skills: Advanced working knowledge of Windows-based applications (Outlook, Word, Excel, PowerPoint, Access).
• Attention to Detail: Detail-oriented and thorough in your work.
• Communication Skills: Strong interpersonal communication skills and excellent verbal and written communication abilities.
• Customer Service: A customer service-focused approach with a professional manner.
• Attitude: A positive attitude and a willingness to do whatever it takes to get the job done.
• Pressure Handling: Ability to work well under deadline pressure.
• Confidentiality: A sense of urgency and confidentiality.
• Teamwork: Ability to work closely with others as a team player.

What iA Offers:

• We value and encourage our employees to have a good work life balance and so on top of vacation.
• A medical and dental plan for our employees and their dependents as well as a Health Spending Account to cover costs not covered by our plan.

The pay starts at $50,000.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.