Benefits Specialist
About the role
WHO ARE WE?
Founded in 1994, CBIG is a dynamic and innovative company that is deeply rooted in the Prince George, BC community. While our clients span across Canada, — with our many partnerships and affiliations — we can offer you the strength and stability of a large company while still maintaining the personal touch of a smaller, local provider. Over the years, we've experienced significant growth, yet our unique approach enables us to blend the strength and stability of a large company with the personalized care of a local provider.
YOUR ROLE
As a Benefit Specialist at CBIG the key function of this role is to retain existing clients by providing an exceptional client experience. As a member of the CBIG Retention team, your role is to build relationships and communicate with clients by way of:
- Presenting experience reviews
- Conducting mid year review calls
- Presenting and selling renewals
- Participation in business planning work with internal and external stakeholders regarding changes or amendments to plans
YOUR IMPACT
- Develop and nurture new and existing client relationships
- Educate clients on the renewal process
- Preparation for meetings
- Build and maintain relationships with clients and stakeholders
- Communicate with clients to increase loyalty, retain business and resolve any retention issues
- Provide support and maintain regular communication with clients:
- Conduct quarterly account reviews
- Conduct annual account renewals
- Work with stakeholders on amendments and changes to the plans
- Request plan amendments as required
- Assist with compiling information for amendment quotes and marketing
- Review quotes and proposals for accuracy
- Update and maintain the CRM regularly
- Abide by corporate policies as documented
- Follow corporate procedures as documented
- Other duties as assigned
THIS IS YOU
- Valid Canadian Life Insurance license is required (or will obtain within 3 months)
- GBA designation is recommended, CEBS designation is an asset
- Exceptional written and verbal communication skills
- Strong interpersonal skills
- Demonstrated sales and customer relations experience
- Analytical and problem-solving skills
- The ability to deliver effective sales and industry presentations
- Sound organizational and time management skills with the ability to meet deadlines
- Consistently maintain confidentiality and discretion
- A flexible and strong team player
- Valid driver’s license
WHAT YOU'LL GET
- Competitive compensation package + commission potential.
- Competitive and customizable benefits.
- Opportunity to contribute directly to the growth of our business.
- Collaborative work environment that values your input.
- Professional development and growth opportunities.
COMPENSATION
At the time of this posting, the estimated annual base salary range for this position is $55,000 - $65,000. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the annual base salary only and does not encompass our comprehensive total rewards, benefits, and potential commissions that we proudly offer.
We thank everyone who applies; however, due to the volume of applications we receive we are only able to contact candidates who have been selected for an interview.
About CBIG Canadian Benefits Investment and Insurance Group Inc.
CBIG is a fully integrated financial services organization. We offer a full array of financial products and client services. Our team of financial professionals have years of experience in the financial industry and are qualified to provide customized solutions for individuals and businesses.
As a CBIG client, you and your organization will have access to a large selection of Canada’s best financial, investment, and insurance products. Our entire team is dedicated to providing quality service directed at the needs of individuals, families, business owners, and not for profit organizations.
Our many partnerships and affiliations offer you the strength and stability of a large company combined with local, personalized service.
It is our sincere hope you find our approach refreshing and that we will have the opportunity to be of service to you, your family or your organization.
Benefits Specialist
About the role
WHO ARE WE?
Founded in 1994, CBIG is a dynamic and innovative company that is deeply rooted in the Prince George, BC community. While our clients span across Canada, — with our many partnerships and affiliations — we can offer you the strength and stability of a large company while still maintaining the personal touch of a smaller, local provider. Over the years, we've experienced significant growth, yet our unique approach enables us to blend the strength and stability of a large company with the personalized care of a local provider.
YOUR ROLE
As a Benefit Specialist at CBIG the key function of this role is to retain existing clients by providing an exceptional client experience. As a member of the CBIG Retention team, your role is to build relationships and communicate with clients by way of:
- Presenting experience reviews
- Conducting mid year review calls
- Presenting and selling renewals
- Participation in business planning work with internal and external stakeholders regarding changes or amendments to plans
YOUR IMPACT
- Develop and nurture new and existing client relationships
- Educate clients on the renewal process
- Preparation for meetings
- Build and maintain relationships with clients and stakeholders
- Communicate with clients to increase loyalty, retain business and resolve any retention issues
- Provide support and maintain regular communication with clients:
- Conduct quarterly account reviews
- Conduct annual account renewals
- Work with stakeholders on amendments and changes to the plans
- Request plan amendments as required
- Assist with compiling information for amendment quotes and marketing
- Review quotes and proposals for accuracy
- Update and maintain the CRM regularly
- Abide by corporate policies as documented
- Follow corporate procedures as documented
- Other duties as assigned
THIS IS YOU
- Valid Canadian Life Insurance license is required (or will obtain within 3 months)
- GBA designation is recommended, CEBS designation is an asset
- Exceptional written and verbal communication skills
- Strong interpersonal skills
- Demonstrated sales and customer relations experience
- Analytical and problem-solving skills
- The ability to deliver effective sales and industry presentations
- Sound organizational and time management skills with the ability to meet deadlines
- Consistently maintain confidentiality and discretion
- A flexible and strong team player
- Valid driver’s license
WHAT YOU'LL GET
- Competitive compensation package + commission potential.
- Competitive and customizable benefits.
- Opportunity to contribute directly to the growth of our business.
- Collaborative work environment that values your input.
- Professional development and growth opportunities.
COMPENSATION
At the time of this posting, the estimated annual base salary range for this position is $55,000 - $65,000. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the annual base salary only and does not encompass our comprehensive total rewards, benefits, and potential commissions that we proudly offer.
We thank everyone who applies; however, due to the volume of applications we receive we are only able to contact candidates who have been selected for an interview.
About CBIG Canadian Benefits Investment and Insurance Group Inc.
CBIG is a fully integrated financial services organization. We offer a full array of financial products and client services. Our team of financial professionals have years of experience in the financial industry and are qualified to provide customized solutions for individuals and businesses.
As a CBIG client, you and your organization will have access to a large selection of Canada’s best financial, investment, and insurance products. Our entire team is dedicated to providing quality service directed at the needs of individuals, families, business owners, and not for profit organizations.
Our many partnerships and affiliations offer you the strength and stability of a large company combined with local, personalized service.
It is our sincere hope you find our approach refreshing and that we will have the opportunity to be of service to you, your family or your organization.