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Administrative Coordinator
 
Job Type: Full Time
Location: Kitchener, ON, CANADA;
Job Category: Insurance ; Other Insurance Jobs
Job Industry: Insurance
Job Career Level: Entry Level , Experienced
Date Posted: Dec 20, 2012
 

The Administrative Coordinator, Living Benefits is responsible for all administrative functions relating to sales of new business and inforce policy contracts.  The incumbent will also be responsible for assisting financial advisors in the completion of underwriting requirements for prompt issuing of client policies.  Duties will also include assisting the Regional Living Benefits Manager and the Specialists within the Living Benefits Department.


You will be accountable for:

·          Quoting Living Benefits illustrations and staying up-to-date on new industry developments and technology
·          New business processing of applications, etc, proactively following -up on outstanding underwriting requirements, placing cases, keeping business tracking reports updated daily
·          Printing and distributing new business status reports to advisors and managers where applicable
·          Assisting financial advisors and policyholders with inforce service requests where required
·          Ordering and maintenance of all marketing and client service forms required to support the sale and ongoing servicing of  LB clients
·          Preparation, maintenance, and distribution of marketing kits to advisors
·          Training on new business & admin procedures for financial advisors and/or their respective marketing assistants
·          Providing administrative support to LB Managers and Specialists as required
·          Providing vacation back-up support to other positions at the Sales & Marketing Centre (other Admin Coordinators / Receptionist)

Qualifications:
·          Proven strong customer service skills, experience dealing with financial advisors and clients is a definite asset
·          Well developed organizational skills with the ability to manage a variety of tasks
·          Proficiency with MS Office programs – Word, Excel, PowerPoint
·          Excellent oral and written communication skills
·          Related post-secondary education or an equivalent combination of education and experience

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