Sales & Service Representative

  • Location:
  • Department:
    Individual Sales
  • Posting ID:
  • Position type:


Reporting directly to the Manager, Individual Product and Sales, this position is responsible for presenting Personal Health Plan offers to potential, new and existing members. The successful incumbent manages retention of existing customers and potential new Personal Health Plan sales, ensuring the effective processes of the area by handling varied, fast-paced work, subject to shifting priorities in a deadline driven environment.



  • Selling of Personal Health Plan to potential applicants, new and existing members
  • Positioning and recommending optional benefits, verifying policyholder information and scheduling payment options 
  • Identify opportunities for generating new sales and retain existing business by following up on applications and renewals
  • Administration and file maintenance of individual policyholders, including the creation of letters, emails, memos, quotes, proposals, applications, renewals and other forms, documentation and reports as required
  • Provide clients with a positive customer experience by responding to, coordinating and effectively resolving inquiries and/or service challenges in a timely manner
  • Meet sales targets, track and forecast data, address and handle cancellation requests, lapse policies and general inquiries
  • Respond to correspondence, telephone and email inquiries
  • Listen to, analyze, research and offer solutions that are adapted to client needs
  • Update and maintain records, compile and verify information
  • Work in a team environment to ensure service and sales are executed effectively
  • Remain current with product knowledge, trends and technology
  • Other related projects and duties as assigned



  • Completion of a Post-Secondary diploma or certificate program in a related field at a recognized institution or an equivalent combination of training and experience
  • Previous experience in the insurance industry or success in a professional sales capacity would be considered an asset
  • Strong computer skills and a working knowledge in Word, Excel, and email applications with a proven ability to easily learn new software
  • Must possess excellent written and verbal communication skills
  • Strong analytical ability, with a commitment to accuracy and timeliness
  • Ability to manage multiple competing priorities while meeting frequent deadlines
  • Must have strong organizational and problem solving skills
  • Strong critical thinking and decision making ability
  • Must be service oriented and responsive to our customers
  • Commitment to ongoing personal development and continuous learning with willingness to participate in industry training
  • Demonstrated ability to work with minimal supervision and within a team environment
  • The successful candidate will be required to undergo a background check
  • Must be legally entitled to work in Canada on an unrestricted basis
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