Group Benefits Service Specialist

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 Group Benefits 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 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. Provide administrative support for consultants including scheduling, correspondence, and file management. Support Consultants with the RFP process, including compiling documentation, formatting submissions, and coordinating carrier responses. Assist with ad hoc projects, including internal initiatives, compliance documentation, client onboarding, and research tasks. Draft and 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 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, life insurance, critical illness insurance, disability insurance, 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

The Group Benefits Service Specialist will create and format client deliverables, including reports and presentations, while providing administrative support to consultants. They will also assist with the RFP process and ensure compliance with benefits program standards.

Candidates should have a post-secondary diploma or degree in a related field and at least 2 years of experience in group benefits or financial services. Advanced proficiency in Microsoft Excel and PowerPoint is required, along with strong organizational and communication skills.

• Dental • Vision • Extended Health Care • Life Insurance • Critical Illness Insurance • Disability Insurance • Employee & Family Assisted Program

• Customer servicePreferred
• Data analysisPreferred

Identified from the job description. Confirm important requirements above.

• Group Insurance
• Data Analysis
• Process Management
• Customer Service
• Accounting Knowledge
• Microsoft Excel
• Microsoft PowerPoint
• Organizational Skills
• Time Management
• Communication Skills
• Proofreading
• Formatting
• Professionalism
• Discretion
• Initiative
• Adaptability

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

Minimum education

High school

Minimum experience

2+ years

Apply by

Aug 9, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Entry level

Application method

Direct apply is available