Teams at Canopy Insurance Ltd.

Onboard employer groups, execute sales and marketing activities, convert leads into Family Plan enrolments, address customer queries, maintain client databases, and prepare monthly performance reports. The role requires business-related education, at least two years of relevant experience, FSC registration, Microsoft Office proficiency, strong communication and interpersonal skills, organization, professionalism, and ownership of a registered motor vehicle.

Manages client and broker accounts by prospecting for new business, preparing and submitting proposals, supporting renewals, maintaining client records, coordinating benefits and billing updates, conducting service visits and training, monitoring service-level agreements, resolving client issues, and supporting premium collection.