Key skills
CRM
About this role
Role Overview
- Build strong, lasting relationships with clients as a strategic advisor on group benefits
- Collaborate with internal teams to ensure exceptional service delivery
- Mentor Benefit Specialists and support the team
- Prepare and present group benefits renewals for clients
- Lead regular claims experience reviews and annual renewal meetings
- Analyze underwriting arrangements, financial reports, and claims data
Requirements
- 3-5 years of related group benefits experience working for an insurer or consultant/broker
- university degree
- strong interpersonal and relationship management skills
- LLQP certification
- proficiency in MS office programs
- comfortable and experienced presenting to groups and facilitating learning sessions
- GBA or CEBS Designation (or working towards) an asset
- experience with CRM systems an asset
Benefits
- generous paid time off
- extended health and dental benefits
- RRSP matching
- flexible work options
- Wellness support, including comprehensive mental health resources