New Business Development & Client Experience Coordinator - Surrey, BC | GroupHEALTH Benefit Solutions | FreshGigs.ca | 03/08/15
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New Business Development & Client Experience Coordinator Full-Time

Location: Surrey, BC
Company Name: GroupHEALTH Benefit Solutions ()
Category: Business Development, User Experience

We are currently recruiting for a Coordinator to join our team in Surrey, BC. The Coordinator is responsible for providing program level support across both the New Business Development (NBD) and the Client Experience departments. As a full-time position, this role will develop a consistency and knowledge base to provide administrative and clerical support to Client Experience and New Business Development across the GroupHEALTH family of companies, as well as allowing future growth capacity to support our expanding business.

Life is short. Work somewhere awesome.

In every industry there is a company that thinks, and does things, differently. In employee group benefits, GroupHEALTH Benefits Solutions® is that company.

Innovative and customer-focused, we’re not your parent’s insurance company. We’ve used equal parts passion, expertise and innovation to turn stated customer needs (yes we listen to customers!) into group benefits programs that save companies and their employees money, while still providing the very best protection available. That’s getting people’s attention.

We are currently recruiting for a Coordinator to join our team in Surrey, BC. The Coordinator is responsible for providing program level support across both the New Business Development (NBD) and the Client Experience departments. As a full-time position, this role will develop a consistency and knowledge base to provide administrative and clerical support to Client Experience and New Business Development across the GroupHEALTH family of companies, as well as allowing future growth capacity to support our expanding business.

Outcomes
Within 90 Days:

  • Learn core CRM navigation and usage
  • Learn NBD processes for prospective leads, reporting, and compaigns
  • Master NBD appointment allocation and confirmation process
  • Develop ability to fully research, duplicate check, and upload lead data to CRM within 10 minutes per lead record
  • Develop ability to qualify a Prospect lead to GroupHEALTH standards
  • Learn navigation and usage of our proprietary software
  • Complete basic Net Promoter Score (NPS) system training
  • Learn the process for gathering all departmental survey reporting
  • Learn process of coordination and escalation of departmental survey feedback
  • Experience and learn the flow, timing and admin support requirements of GroupHEALTH Partner Bootcamps

Within 180 Days:

  • Assign Partner appointments and confirm with prospect without supervision
  • Develop and assign a NBD marketing campaign without supervision
  • Ability to generate 12- 15 qualified and cross-referenced (de-duped) leads entered per hour spent on task
  • Ability to generate 50 qualified and cross-referenced (de-duped) leads per day
  • Co-Host GroupHEALTH Partner Bootcamp
  • Ability to support events such as sales days, Summits, GroupHEALTH training events
  • Ability to extract and compile Client Experience reporting without supervision
  • Ability to send departmental survey data within preset deadlines and timeframes

In addition to joining a team that is focused on delivering the “WOW!” factor daily (while enjoying weekly yoga stretches, lunchtime walks, 26 long weekends a year, and lots of cake!), your Key Responsibilities will include:

  • Data research
  • Data entry
  • Lead creating and lead cleanup in Microsoft CRM
  • Ongoing usage and knowledge of WEBS (GroupHEALTH’s proprietary software)
  • Ongoing usage and knowledge of Fluidsurveys
  • Creating and editing Microsoft PowerPoint presentations
  • Scheduling through Microsoft Outlook
  • Coordinating travel, catering, dinners, etc.
  • Event management for Bootcamp, training events, sales days, etc. Includes printing and compiling materials, set-up, hosting event, and managing the wrap-up/tear down process.
  • Coordinating Survey invitations and following up on responses

Must Haves

  1. Computer literacy – strong typing/data entry skills, prior experience with a CRM system, and experienced user of Microsoft Office suite, specifically Excel.
  2. Research competency with prior research experience being a strong asset.
  3. Passion for delivering a great client experience!

Education & Experience

  • Minimum 2 years of experience working in a business setting
  • Some post secondary, with a focus on business related courses
  • Prior experience providing stellar customer service!

Competencies, Skills & Abilities

  • Job Knowledge & Professional Development. Has a complete understanding of the role and is performing the role to its entirety. Acts without being told what to do. Continual focus on expanding knowledge of the role and of the Company as a whole.
  • Curiosity & Innovation. Generates new and innovative approaches to problems. Ask questions and respectfully challenges current processes. Brings new ideas to the Company and strives for continual improvement of their daily operations and/or work activities.

  • Organization & Planning. Plans, organizes, schedules, and adheres to budgets in an efficient, productive manner. Focuses on key priorities. Able to stay on track and meet deadlines. Does not let important details slip through the cracks or derail a project.
  • Teamwork. Reaches out to peers and cooperates with supervisors to establish an overall positive and collaborative working relationship. Lends a helping hand whenever it is needed.
  • Communication. Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including Email. Lives up to verbal and written agreements. Communicates in a positive and respectful manner.
  • Delivering WOW! Expects personal and team performance to be nothing short of the best. Exhibits passion and excitement over work. Has a positive, can-do attitude. Takes ownership of the role, goes above and beyond and does whatever it takes to get the job done!

The Perks
In addition to becoming part of a creative, challenging, and stimulating work environment, we also offer:

  • a competitive salary
  • an excellent benefits plan
  • flex time
  • education assistance
  • early start weekends (shorter Fridays)!
  • access to our Group RRSP plan

We thank everyone who applies; however, due to the volume of applications we receive we are only able to contact candidates who have been selected for an interview.

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