Marketing Administration Assistant

Job title: Marketing Administration Assistant

Job description: Description

The Marketing Sales Assistant promotes iA Financial Group’s life insurance and investment products through Managing General Agents (MGA). The Marketing Sales Assistant aims to increase sales of products by training agents, supporting sales activities and liaising with Vancouver administrative departments.

KEY ACTIVITIES
1. Contribute to increased sales revenue for Individual Life and Investment products:

• By acting as a resource for the marketing and sales support help desk, day to day marketing activities, and by providing support and service to MGAs/Agents/Brokers
• Providing life insurance and annuity quotes
• Creating simple marketing bulletins for the field and internally, to inform them of any product changes/enhancements – composing, editing, coordinating, printing and distributing
• Coordinating and attending sales seminars as required

2. Contribute to overall efficiency of operations:

• By acting as a product information resource for calls forwarded from other departments – agent inquiries about iA products and their suitability
• Delivering quality customer service by trouble shooting problematic cases in conjunction with other teams (Policy Issue/Underwriting/Agency Services)
• Acting as a resource for other departments in the Company by providing information on our MGAs/Agents

3. Create Agent loyalty by:

• Prioritizing problem-solving for MGAs on cases that require special attention and prioritizing other tasks as required
• Assisting MGAs with their special events – open house, golf tournaments, Christmas parties, etc.
• Receiving and recording MGA’s feedback regarding product/software concerns to help improve for future releases
• Responding to inquiries via telephone, email, written correspondence, or in person, in a timely and professional manner

4. Promote the Company, our life and investment products and our services to the distribution network of independent financial advisors by:

• Sending supplies of product information or other marketing materials
• Educating MGAs on our software, our products, (and how they work) as well as providing advice on forms completion (how to fill out applications, change forms, etc.)
• Learning investment information from systems (Sira or other sources), other departments and researching policy contracts or promotional material (product kits) in order to effectively answer inquiries

What we are Looking For:

• College marketing diploma or related education and experience
• 2 years working in the insurance industry
• Strong ability to prioritize work and manage constant change in order to meet tight deadlines
• excellent customer service skills
• intermediate computer knowledge (Word, Excel, PowerPoint, Outlook)

Not Required but would be an Asset:

• Bachelor’s degree in business/finance or a related subject
• LOMA designations (ACS, AIAA) or Life License (LLQP)
• Event Planning skills
• Working knowledge of Canadian illustration software

What we Offer:

• Group health and dental insurance benefits
• Defined Benefit Pension Plan
• Health Spending and Wellness Account
• Share Purchase Plan
• Incentive Plan
• Generous vacation program
• Training and development opportunities

Company: Industrial Alliance Insurance

Expected salary:

Location: Vancouver, BC

Job date: Sun, 11 Apr 2021 05:31:50 GMT