Client Service Specialist

Job summary

Provide administrative and operational support to consultants, including preparing client reports, financial summaries, presentations, and renewal materials. Support RFPs, benefits-plan processes, client communications, compliance documentation, onboarding, and projects while maintaining accuracy and consistent service.

Job details

About Us BP Consulting is a leading group benefits advisory firm helping Canadian employers optimize their employee benefit plans. We are looking for a detail-oriented, analytical, and proactive Client Service Specialist. This is a key support role within our team—ideal for someone who has experience with group insurance, enjoys working with data, and can manage a variety of operational and administrative tasks, including RFP preparation, renewal support, and special projects. This role requires strong process management, accounting knowledge, customer service, be able to handle large amounts of data, and maintain accuracy. This is not an internal HR role. We are a Group Benefits Consulting Firm that works with employers and insurance carriers. This role supports our consultants in administering benefits plans for multiple clients. We’re seeking someone who is equally comfortable formatting reports and presentations as they are analyzing insurer data and supporting high-stakes deliverables for consultants. Key Responsibilities Provide administrative support for consultants and service team. Create and format client deliverables, including reports, briefs, financial summaries, and renewal memos. Build professional PowerPoint presentations for client meetings, proposals, and marketing initiatives. Utilize Excel to prepare billing summaries, data analysis, and comparative reports for renewals and marketing. Support Consultants with the RFP process, including compiling documentation, formatting submissions, and coordinating carrier responses. Assist with company projects, including internal initiatives, compliance documentation, client onboarding, and research tasks. Respond to routine and confidential communications to clients, maintaining a high degree of professionalism and discretion. Support day-to-day processes for benefits programs, ensuring compliance with standards and eligibility rules. Collaborate with consultants to streamline workflows and maintain consistency in client service delivery. Qualifications & Skills Post-secondary diploma or degree in Business, Insurance, Office Administration, or related field. 2+ years of experience in group benefits, employee benefits administration, or financial services (preferred). Advanced proficiency in Microsoft Excel (formulas, formatting, pivot tables, charts) and PowerPoint. Comfortable working with financial data, insurance documents, and carrier reports. Excellent English verbal and written communication skills with strong proofreading and formatting abilities. Strong organizational and time management skills with the ability to handle multiple priorities. High level of professionalism, discretion, and initiative. Adaptable and resourceful, with the ability to perform ad hoc duties independently and effectively. Why Join Us? Fast-growing brokerage firm with meaningful growth and advancement opportunities. Competitive compensation with commission opportunities. Full benefits package including dental, vision, extended health care, and an Employee & Family Assisted Program (EFAP). Team-oriented, supportive work culture and regular company events. Office located in Toronto with a Monday–Friday, 9-5pm schedule. Benefits: Company events Employee benefits package Employee assistance program Paid time off

What you’ll do

Provide administrative and operational support to consultants, including preparing client reports, financial summaries, presentations, and renewal materials. Support RFPs, benefits-plan processes, client communications, compliance documentation, onboarding, and projects while maintaining accuracy and consistent service.

Requirements

A post-secondary diploma or degree in business, insurance, office administration, or a related field is requested, with 2+ years of group benefits, employee benefits administration, or financial services experience preferred. Candidates should have advanced Excel and PowerPoint skills, comfort with financial and insurance data, strong communication and organizational abilities, and professionalism, discretion, and initiative.

Benefits

• Dental Insurance
• Vision Insurance
• Extended Health Care
• Employee Assistance Program
• Paid Time Off
• Company Events
• Commission Opportunities
• Growth And Advancement Opportunities

Listed skills

• Microsoft Excel · Preferred
• data management · Preferred
• Customer service · Preferred
• written communication · Preferred
• Organization · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Group Benefits Administration
• Microsoft Excel
• Microsoft PowerPoint
• Financial Data Analysis
• RFP Preparation
• Renewal Support
• Report Formatting
• Data Management
• Customer Service
• Proofreading
• Written Communication
• Verbal Communication
• Organization
• Time Management
• Process Management
• Confidentiality

Job areas

• Consulting
• Finance & Accounting
• Administrative
• Customer Service & Support