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The successful candidate will be responsible for assisting and guiding professional brokers with winning solutions for our clients. This sub-team is at the heart of our brokers' customer service for incoming calls. Knowledge of investment and insurance products is important since most of the calls are related to Assumption Life's product support.
The broker is the most important element in the success of our company, the chosen candidate will have to ensure the support of the sales force and make sure that they are well informed that we are here to support them and increase the sales potential.
The successful candidate will work in parallel with the Marketing team to communicate new tools and products.
- Inbound sales support (Sales support with pre-sales brokers Product support and training, Insurance and Retirement Investment platform support, questions about our products or follow-up on their business, Manage sales, communications, fax, product support emails)
- Onboarding process for all new brokers (Assist the prospecting team to ensure the proper onboarding process,Welcome package - Broker and MG, etc.)
- Data entry for clients information
- Knowledge of the Insurance and Individual Savings business line
- Proficiency with Microsoft Office Suite, TEAMS
- Communication skills
- Customer service and complaint management skills.
- Oral and written communication skills in both English and French.
- Ability to analyze and understand the needs of our stakeholders and make recommendations
- Ability to work independently.
- Ability to perform accurate, detailed and thorough work.
If this challenge corresponds to your professional aspirations and you wish to play a key role in the stimulating development of our company, please apply before April 9, 2023
• The opportunity to be part of a dynamic and high-performing team that adheres to the following values: leadership, collaboration, trust and commitment.
• Training and development opportunities.
• A comprehensive benefits package including a competitive salary, bonus, pension and benefits.
• A dynamic location in downtown Moncton.
• One paid day of volunteer work.
• A gym located in the building.