Broker Trainer

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


Reporting directly to the Manager, Individual Sales, this position is primarily responsible for building relationships and educating Brokers on the various life and health products offered by Saskatchewan Blue Cross. The successful incumbent will be responsible for ensuring sustainable relationships in the community with potential and existing Brokers. They will deliver exceptional service, drive business sales growth and provide ongoing education and training support.  



  • Build and foster strong relationships with Brokers, liaising with key individuals both inside and outside the organization, playing an integral role in influencing the value-added product and service provided to our existing individual and group portfolios
  • Acquire new business for Saskatchewan Blue Cross (SBC) by establishing new Broker or Agent relationships and increasing market share within a designated territory or area of focus
  • Promote and sell all product lines including but not limited to Health, Dental, Travel and Life benefits products
  • Evaluate and monitor training opportunities within the Broker network, to support a uniformed customer approach 
  • Educate new and existing Brokers on administrative procedures, interpret and explain plans and coverage
  • Serve as a resource to Brokers, external stakeholders and clients, promoting service capabilities, recommending changes and additions, maintaining existing business and generating new sales
  • Monitor Broker accounts to ensure that contractual obligations are being satisfied
  • Coordinate Broker Education sessions including Webinars/Seminars and work with online training content 
  • Support the integration of sales strategies throughout the organization and ensure long term growth and sustainability of the Individual Products as well as potentially Group Products
  • Participate in joint sales calls with Sales Representatives, Employee Benefit Specialists & Managers
  • Work with the sales team and SBC’s internal support areas to identify and implement positive solutions in response to external service inquiries and needs, and to ensure each Broker’s objectives are met
  • Monitor accounts for opportunities to provide additional value-added services and new lines of benefits
  • Achieve sales and retention objectives to ensure business goals are met 
  • Participate in identifying product development and implement solutions in response to external inquires and needs
  • Ensure external stakeholder, Broker and customer satisfaction by responding/coordinating and efficiently resolving inquires and service challenges
  • Work closely with other departments and represent Sales in matters as they relate to marketing, administration, pricing and systems
  • Ensure follow up and timely resolution to broker specific issues, projects and initiatives
  • Organize and attend trade shows, Industry and related Conventions, Broker Education Seminars and other special events while promoting and selling Individual Products
  • Network and ensure involvement in the Benefit community to promote our brand and build relationships with clients and plan advisors
  • Maintain account files and contract documentation, consistently documenting client discussions/meetings for management review and client files and to ensure the effective and accurate data exchange and processing of new cases, renewals and closed cases
  • Create and deliver benefit presentations to both internal and external audiences
  • Attain established goals and objectives in accordance with performance standards
  • Perform administrative functions related to servicing external stakeholder, Broker and customer correspondence
  • Make independent decisions regarding planning, organizing and scheduling of own schedule and time management
  • Work in a team environment to ensure service and sales are executed effectively
  • Serve as an expert on product knowledge, trends and technology
  • Other related duties as assigned



  • Bachelor’s Degree in Business or related field and 1 - 3 years relevant work experience or training in direct sales 
  • Provincial Life License and/or CEBS Group Benefits Associate (GBA) designation would be considered an asset
  • Demonstrated commitment to ongoing professional development and willingness to obtain industry licensing and designation is required
  • Previous related experience in sales, the insurance industry or an understanding of insurance products would be an asset
  • Ability to identify, execute or transfer sales opportunities and leads
  • Proven ability and desire to learn and identify innovative sales and service opportunities and techniques
  • Must be service oriented and responsive to customer and company values
  • Strong presentation and communication skills to communicate, present, assert and speak to all different stakeholders
  • Strong computer skills with a proficiency in Microsoft Office Suite of Services
  • Demonstrates a high level of personal accountability and professionalism
  • Strong problem solving, relationship building, active listening and interpersonal skills 
  • Strong research skills and commitment to stay up to date with competitors, industry trends and market changes
  • Must be highly motivated, goal-oriented and have the ability to work successfully in a team environment
  • Must maintain a valid Class 5 driver’s license and be insurable through the company’s auto insurance provider
  • Must be willing to travel and work flexible hours
  • 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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