Sales Execution Team Member

The Sales Execution Team’s role is to provide administrative and service support for life and disability

insurance in our Waterloo office. We are seeking the right candidate for our receptionist and sales execution

support role with potential for further development and promotion within the company.

Office hours are 8:00 am – 4:00 pm Monday – Thursday and 8:00 am – 3:00 pm on Fridays. Schedule

flexibility is available for the right candidate. We are seeking 30 hours/ week but both full time and part time

applications will be considered. Starting wage is $16 dollars/ hour.

To apply, send resume and cover letter.

OPERATIONS SUPPORT

• Greet and welcome clients as they arrive to the office
• Answer and direct incoming phone calls
• Manage daily office mail
• Maintain client reception area and conference rooms
• Enter and update client information in network database
• Create and maintain compliant client file folders
• Assist in preparation and management of agent/advisor workflow

Education and Experience Requirement

• Efficient multi-tasking and strong time management skills with ability to prioritize tasks
• Strong customer relationship and customer service skills
• Strong analytical, problem solving, and written and verbal communication skills, with the ability to

work well with others

• Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced

environment

• Committed to professional development

Further details on job duties: Planning, Sales, and Service Support

• Work one on one with agents during scheduled weekly meetings to go over workflow and assist in

backend processing for agent’s personal practice.

• Manage underwriting process which includes providing, or collaborating with others to provide:

o Pre-filling applications, Pre-checking applications for completeness and accuracy, submitting

applications, Scheduling requirements and medical exams, Monitoring of the Daily Status

Report (DSR) and take action on cases needing attention, manage delivery and reporting of

policies

• Process and manage client service requests
• Prepare and manage client communications
• Manage office and conference room schedules
• Other office projects as assigned by the office manager

Pay: $14.00 - $16.00 per hour

Expected hours: 30.0 per week

Benefits:

• On-the-job training
• Opportunities for advancement
• Professional development assistance

Work Location: In person