Sales Support Associate

Canada Life is a leading insurer in Canada serving the financial security needs of millions. The Sales Support Associate plays a critical role in supporting the Group Benefits sales team by preparing quotes, packaging renewals, and collaborating with analysts and account managers.

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

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