30 Jul
|
GroupSource
|
Calgary
30 Jul
GroupSource
Calgary
Join GroupSource as a New Business Administrator in Calgary, AB, where your role is key to client onboarding and exceptional service delivery. This hybrid position blends office work and remote flexibility for optimal collaboration. As a New Business Administrator at GroupSource, you will pioneer the setup of recent client accounts, ensuring accuracy and efficiency in the onboarding process.
Your duties will involve managing client information in WEBS and CRM, identifying errors in submitted paperwork, and collaborating with the Client Service Coordinator. This role is pivotal in enhancing the client experience and maintaining solid relationships. Key Responsibilities:
Set up accounts in WEBS and CRM for new clients
Review new business paperwork for completeness
Identify and correct errors with the Client Service Coordinator
Complete plan design setup on claims systems
Communicate with internal and external stakeholders Requirements:
Post-secondary education is an asset
Experience in the group benefits industry is advantageous
Robust keyboarding skills, 40 wpm minimum
Proficient in Microsoft Office applications
Excellent command of English, both written and oral Deliver high-quality client service and create positive experiences at GroupSource in Calgary.
📌 New Business Administrator In Calgary
🏢 GroupSource
📍 Calgary