Support Group Retirement and Savings clients from Regina through responsive service, relationship management, and plan education in a hybrid work model.
CLIC seeks a Senior Sales and Service Representative for its Individual Insurance and Wealth Management department. You will support Account Executives, plan sponsors, brokers, and advisors while helping deliver strong client experiences. The position also supports implementations, education sessions, and retention objectives.
Key Responsibilities:
- Own service for assigned Group Retirement and Savings clients
- Respond promptly to service inquiries and escalated items
- Coordinate resolutions with Administration and Operations teams
- Schedule stewardship reviews with plan sponsors and advisors
- Support implementations, education sessions, and sales team coverage
Requirements:
- Two to four years in insurance or financial services
- College diploma in a business-related field
- Knowledge of Group Retirement and Savings plans
- Solid organization, responsiveness, and communication skills
- Experience with Microsoft Excel, PowerPoint, and Word
Apply client service, retirement plan knowledge, and critical thinking to support CLIC relationships, retention, and implementation activities.
📌 Senior Group Retirement Sales Representative (Regina)
🏢 Co-operators Life Insurance
📍 Regina
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