Service and Consulting Representative

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With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!

Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment. Discover why working at AGA Benefit Solutions is so rewarding by visiting ourCareer page.

Your mandate will consist in:

Your mandate will be to take primary responsibility for customer service to group insurance plan administrators. You will be the main point of contact, ensuring an exceptional customer experience and proactively addressing their needs. Discover below the skills and qualifications needed to excel and thrive within the AGA team!

Your main tasks will include:

  • Mainly for problematic, complex or urgent cases, take calls from employers and respond to email requests, answer various questions and take steps to settle cases (insurers, clients, other AGA departments, etc.), for both brokerage and AGA +PLUS cases;
  • Support internal or external advisors, or any other internal client, by taking necessary steps and making appropriate decisions to resolve requests or problem cases, for both brokerage and AGA +PLUS cases;
  • Coordinate answers and cases with administrator services agents;
  • Present our group benefits products and services to clients or potential clients, and support the sales process (for all case sizes);
  • In major cases, prepare service reports, present them to clients and conduct follow-ups;
  • Make presentations to employees to explain changes to the plan, our claims processes, the member portal and answer any questions members may have about the current plan;
  • Make courtesy visits to the groups you are responsible for in order to maintain preferred relationships, create lasting business connections with group leaders, and provide problem-solving support;
  • Handle and/or support case implementation activities (including the electronic application process and/or enrolment campaigns, as well as the follow-up of applications with the employer) and coordinate the activities of stakeholders;
  • Prepare and carry out AGA +PLUS group start-ups (new groups or new installations in the case of a new manager), virtually (small groups) or face-to-face at the client’s premises, including presenting the kit, invoice, calculator, our portals, answering client questions, and on return, sending requests for modifications and/or questions to the relevant departments and following up, then returning to the client, etc.;
  • Conduct satisfaction surveys three months after a group has been implemented (for all case sizes);
  • For major accounts, validate and follow up on contracts, brochures and riders for AGA +PLUS and brokerage groups;
  • Collect information on methods, products, procedures and other market data likely to help AGA Benefit Solutions improve the quality of its services while providing constructive solutions;
  • Contribute to training sessions as a participant, facilitator or resource and produce event reports;
  • Perform any other related tasks as requested by the supervisor.

Qualifications required:

  • Diploma of college studies;
  • Minimum 8 years of experience in group insurance (or equivalent);
  • Group insurance licence;
  • Valid driver’s licence and owning a vehicle for travel;
  • Customer service experience (major asset);
  • Excellent command of written and spoken French and English;
  • Good knowledge of Microsoft Office suite;
  • Ability to protect confidential information;
  • Flexibility and organizational skills;
  • Versatility, resourcefulness and ability to work independently;
  • Well-developed sense of accountability.

Are you inquisitive, self-reliant and unafraid of the unknown?

We are interested in meeting you! Apply now and we will contact you if your application is retained for the next step of our recruitment process.


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