Industrielle Alliance, Insurance and Financial Services

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Détails du poste - Marketing Admin Assistant (Maternity leave until February 2015)

Employeur :Industrielle Alliance Assurance et Services Financiers inc.
Catégorie d'emploi :Assurance vie et maladie
Identification du poste :J0114-0210
Type de poste :Temporaire, temps plein

Profil de l'organisation :

A step forward in your career!

A career with Industrial Alliance Insurance and Financial Services means working in an enriching environment that encourages personal and professional development.

We offer a workplace where everyone plays an essential role in the success of our Company and where individual efforts are acknowledged.

Our tradition of excellence is built on a strong team spirit, a challenging environment, and continuous development.

Achieve success.
Join Industrial Alliance!

Description :

KEY ACTIVITIES
1. Contribute to increased sales revenue for Individual Life and Investment products by performing the following sales support functions:
• Acting as a resource person for Marketing & Sales Support Help Desk, day to day activity, providing support and service to all Managing General Agents/Agents/Brokers;
• Providing life insurance and annuity quotes;
• Delivering quality customer service while trouble-shooting with other departments (Policy Issues, Underwriting, Policy Services, Agency Administration) on cases that require special attention and reprioritize other tasks as necessary
• Assisting MGA’s/agents via telephone and in person on our software and our products, as well as forms completion (how to fill out applications, change forms, etc.);
• Investigating information (from systems –Sira or other sources – other departments) and researching policy contracts or promotional material (product kits) in order to answer inquiries;
• Sending supplies of product information or other marketing materials;
• Co-ordinating interest rates weekly update, e-mailing, printing and distribution of;
• Creating simple marketing bulletins for the field and internally, to inform them of any product changes/enhancements. This involves composing, editing, typing, coordinating printing and distributing;
• Allocating all orphan policyholders statements and distributing these statements to our MGAs for servicing;
• Assigning new servicing agents on orphan cases or assisting clients in their request for switching to a broker of their choice, thereby conserving relationship of client with Company.
• Coordinating and attending Sales Seminars when required;

2. Contribute to overall efficiency of PFS operation by performing the following support and administrative functions:
• Acting as a resource person for other departments of the Company by providing information on our MGA’s/agents;
• Acting as a resource for product information for calls forwarded from other departments, such as CSR’s regarding agent inquiries about our products and their suitability;
• Sorting and prioritizing correspondence for MSS Dept., Manager of MSS and Director of Sales and where appropriate redirecting incoming mail, e-mail and telephone calls;
• Distributing the Continuous Performance Bonus reports in a timely manner to all the Directors;
• Costing out invoices to appropriate budget accounts and cost centers and ensuring all invoices are being paid in a timely manner;
• Controlling the inventory supplies of all forms and marketing materials;

3. Create agent loyalty by:
• Recognizing the agent as one of our contracted producers when he/she contacts Head Office;
• Responding to inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner;
• Assisting with MGA’s with their special events (i.e. open houses, golf tournaments, Christmas parties, etc.);
• Sending Christmas cards to MGA’s;
• Receiving and recording MGA/Agents feedback regarding product/software concerns to help improve for future releases;

Exigences :

Education
• High School Diploma and College Marketing Diploma
Designations
• LOMA designations (ACS, AIAA)
Experience
• 4 –5 years of insurance background
Skills
•Project management skills
•Strong ability to prioritize work and manage constant change in order to meet tight deadlines
•Ability to work independently as well as in a group setting
•Public speaking skills
•Excellent customer service skills
•Ability to handle stress
•Intermediate computer knowledge (MSOFFICE: Word, Excel, PowerPoint, , Outlook)
•Mathematical aptitude
•Working knowledge of Canadian illustration software

Compétences :
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