As a Sales Enablement Support Representative, you will act as a vital extension of our head office operations, providing critical support to the Sales Enablement (SE) Divisional and Regional Administrators. In collaboration with SE Regional Administrator(s), your primary responsibility will be managing and resolving client and customer inquiries or tasks as assigned. All inquiries and tasks must be handled promptly and efficiently, working closely with various head office departments and distribution leadership to ensure seamless resolution. This role is ideal for individuals who are passionate about delivering exceptional client service and dedicated to enhancing client satisfaction through clear communication and proactive support.
Primary Responsibilities:
Client Support: Deliver prompt and professional assistance to clients, addressing service inquiries related to quality business, sales engagement, and persistency. Collaborate with internal teams to resolve issues effectively. Administrative Assistance: Assist SE Regional Administrator with policyholder and independent contractor administrative inquiries, coordinating with head office functions as necessary. Reporting and Communication: Prepare and distribute reports and communications on service metrics and client feedback to identify areas for improvement as needed. Client Engagement: Communicate with clients/customers to gather feedback and provide updates on inquiries, processes, tools, and potential enhancements. Training Support: Assist in executing training materials and procedures for service processes and tools. Tool and Platform Management: Support the deployment and maintenance release updates of various tools and platforms, ensuring a seamless experience for both field sales and internal teams. Product Knowledge: Stay updated on product knowledge and service offerings to provide accurate information and support to the sales organization. Process Improvement: Collaborate with head office functions to identify issues and implement process improvements. Team Collaboration: Participate in team meetings and contribute ideas for process enhancements and improved service delivery.
Job Requirements
University degree completion or equivalent experience; additional education or certifications in client/customer service are advantageous. English (written and verbal). Physical Requirements: The position is a work from office position. The candidate may have the ability to work in a hybrid work arrangement. Travel Requirements: Occasional travel to business locations or events may be required.
Other Qualifications:
Previous experience in a client/customer service, support, or administrative role, preferably within the insurance industry. Strong verbal and written communication skills, with the ability to engage effectively with diverse audiences. Proficiency in using service management software and Microsoft Office Suite (Word, Excel, PowerPoint). Excellent problem-solving abilities and attention to detail. Ability to thrive in a fast-paced environment and manage multiple priorities effectively. Strong team collaboration skills, coupled with the ability to work independently when required.