Oversee the end-to-end onboarding process for new group benefits clients.
Utilize standardized national implementation processes to ensure consistency and quality.
Serve as a key liaison between advisors, clients, and internal departments.
Respond to routine inquiries from advisors and clients about the implementation process.
Continuously evaluate and refine implementation processes to enhance the client/advisor experience.
Contribute to strategic initiatives and projects within Plan Sponsor Services.

2–5 years of experience in the Canadian insurance and/or financial services industry, with a focus on Group Benefits.
Strong understanding of group insurance benefit products and plan structures.
Familiarity with GroupNet Flex and My Canada Life at Work platforms is considered an asset.
Proficient in Microsoft Excel and PowerPoint; experience with SmartSheet is an asset.
Exceptional verbal and written communication skills.
Strong analytical and decision-making abilities.
Creative and solution-oriented mindset; able to challenge the status quo.
Highly organized with excellent time management skills.
Experience facilitating meetings with external clients/advisors.
Bilingualism in French and English is an asset.

Implementation Specialist

Key skills