Group Benefits Associate

Job summary

Manage a portfolio of group benefits clients by handling plan administration, resolving service issues, and maintaining accurate records. Prepare renewal presentations, RFQs, and coordinate plan implementations between clients and insurance carriers.

Job details

WHY THIS ROLE MATTERS : PIB Insurance Brokers is looking for a Group Benefits Program Coordinator to join our team in Elmira, Ontario. This role is ideal for someone with experience in group benefits administration and client service who enjoys working in a fast-paced, detail-oriented environment and wants the opportunity to take on increasing responsibility. WHAT YOU’LL BE RESPONSIBLE FOR : •Manage and support an assigned portfolio of group benefits clients, developing a strong understanding of their plans and specific needs •Act as a key point of contact for Plan Administrators, Advisors and clients, responding to questions and resolving service and administrative issues in a timely and professional manner. •Support the ongoing administration and servicing of a block of business, ensuring client needs and service requirements are addressed. •Prepare Request for Quote (RFQ) and marketing documents for new prospects and other group benefits opportunities. •Request and review pricing for plan changes and prepare amendment documentation and client-facing materials. •Prepare renewal presentations and supporting materials for the block and other assigned clients. •Coordinate the implementation of new groups, plan changes and amendments between clients and insurance carriers, ensuring all required information and documentation is complete and accurate. •Maintain accurate client records, plan information and documentation. •Prepare reports, analyses and other materials to support client meetings, renewals and internal business needs. •Assist with reporting, data analysis and ad hoc projects and initiatives as required. •Identify opportunities to improve processes, enhance the client experience and support overall team objectives. Build and maintain strong relationships with clients, carriers and internal stakeholders WHAT YOU BRING TO THE ROLE: •3+ years of experience in Group Benefits, ideally within a brokerage, consulting or insurance environment. •Strong understanding of group benefits administration, plan structures and carrier processes. •Previous experience providing client service and administrative support within a group benefits environment. •LLQP licensing is preferred •Strong attention to detail with the ability to review and produce accurate client-facing documentation. •Excellent organizational and time-management skills •Strong written and verbal communication •Comfortable working with Excel and Microsoft Office; experience with benefits systems, reporting tools or CRM platforms is an asset. •Strong analytical and problem-solving skills with the ability to interpret information and identify issues. •Ability to work independently while also collaborating effectively with Advisors, clients, carriers and internal teams. •You are confident speaking with clients and can build strong relationships through your knowledge, responsiveness, and follow-through. •You are comfortable moving beyond administration and taking ownership of the client experience. WHAT WE OFFER: •Health and Dental Benefits •RRSP •Bonus Structure •Hybrid Work Environment •Paid Vacation Time •Additional PTO days This is for an existing position. Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position. Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

What you’ll do

Manage a portfolio of group benefits clients by handling plan administration, resolving service issues, and maintaining accurate records. Prepare renewal presentations, RFQs, and coordinate plan implementations between clients and insurance carriers.

Requirements

Requires 3+ years of experience in group benefits, preferably within a brokerage or insurance environment. LLQP licensing is preferred, along with proficiency in Microsoft Office and strong analytical skills.

Benefits

• Health and Dental Benefits • RRSP • Bonus Structure • Hybrid Work Environment • Paid Vacation Time • Additional PTO days

Listed skills

• Time management · Preferred
• Customer service · Preferred
• written communication · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Group Benefits Administration
• Client Service
• Request for Quote (RFQ) Preparation
• Plan Implementation
• Data Analysis
• Relationship Management
• Microsoft Excel
• Microsoft Office
• CRM Platforms
• Time Management
• Written Communication
• Verbal Communication
• Problem Solving
• Attention To Detail
• Organizational Skills

Job areas

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