Customer Service/Sales Representative

COMPANY: HMA The BENEFITS People

LOCATION: Whitby, ON

TYPE: Full-time

SALARY: $45,000

DESCRIPTION:

At HMA The Benefits People we strive to connect individuals and businesses with insurance solutions for their unique needs. We’re hiring a Customer Service & Sales Associate for our association products Health Care Providers Group Insurance Plan (HCP) (https://www.healthcareproviders.ca) and Corsana Group Benefits (https://www.corsana.com).

What you’ll be doing:

The Customer Service & Sales Associate is the first point of contact with existing customers and new sales leads. You will work closely with prospects to determine their needs, answer their questions about the HCP/Corsana products or product alternatives and help them find the right solution.

In this role, you will also provide high quality service to new and existing customers. You play a key role in contributing and enhancing the overall customer experience.

You will be responsible for:

Service

• Assess customers’ needs and provide assistance on product features
• Direct new customers on how to complete applications and change requests
• Document interactions summarizing customer activity using our brokerage operating system
• Ensure accuracy of data collected and update brokerage operating system
• Attend on-site employee information sessions and health fairs
• Stay up to date with HCP/Corsana Product features and provincial coverage
• Participate in HCP/Corsana Product review and optimization
• Provide feedback for improving current processes and identifying opportunities for enhancement

Quoting

• Assess data provided by potential customers to determine their insurance needs
• Ensure information supplied is accurate for quoting purposes
• Issue quotes to potential and existing plan members
• Nurture leads through the buying process in accordance with company policy
• Manage prospect file with goal of securing a sale

Miscellaneous Responsibilities

• Manage outgoing & incoming mail from courier and regular HMA mail
• Greet clients, announce arrival & handle drop-ins

What’s in it for you:

• Learn by working alongside a strong, supportive team of experts
• Extended health care and dental benefits including a health spending account
• A retirement savings plan with company contributions
• Assistance for the completion of industry designations
• Competitive compensation

What makes you an ideal candidate:

• Minimum 2-3 years’ experience in similar role or related industry credentials
• Solid working knowledge of employee benefits insurance industry is an asset
• Strong customer service acumen, with empathy/sensitivity to customer situations and concerns
• Superior relationship development and communication skills
• Excellent organizational abilities
• Strong attention to detail
• Must be adaptable and flexible
• Willingness to embrace the organization’s core values
• Ability to work independently and in a team environment
• Ability to prioritize and organize effectively in a fast-paced environment
• Proficiency with Microsoft Office; CRM experience is an asset
• Ability to travel as needed

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Tuition reimbursement

Flexible Language Requirement:

• French not required

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Secondary School (preferred)

Work Location: In person



We value diversity and inclusion and encourage all qualified people to apply.

To apply, please submit your cover letter and resume to careers@hmabenefits.ca.

 We will review applications as they are received and look forward to hearing from you.