Overview

Equitable Life of Canada Regional Service Representative Full Time in Waterloo, ON

Equitable Life of Canada

Branch Waterloo ON CA

Position:
Regional Service Representative
Location:
Waterloo, ON

High aptitude for service. Strong knowledge of Life Insurance products. Previous experience/background with administration and/or customer service….

Develop and maintain relationships 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 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
  • Qualifications:

    • Post secondary education or equivalent combination of education and work experience
    • Strong knowledge of Life Insurance 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

    To apply for this position, please

    send your resume to [email protected]

    or proceed with Standard Application Form.

    Employment Type: Full Time
    Location: Waterloo, ON, CA
    Posted on: 2015-08-17
    Posted by: