Benefits Analyst - Benefits Consulting

Job summary

The Benefits Analyst provides data entry and reporting support for group benefits clients, including managing carrier reports and populating renewal presentations. They are responsible for validating renewal rates and maintaining relationships with carrier partners and internal teams.

Job details

The Benefits Analyst will be responsible for providing supportive data entry and reporting excellence for our group benefits clients. What you will do: * Client Management * Retrieve and store carrier reports in the client management system (Epic). * Input data from carrier reports into Excel templates for experience and renewal reporting. * Populate renewal presentations in PowerPoint using tables and graphs. * Validate renewal rates against billing data to ensure carrier accuracy. * Initiate policy renewals within the client management system (Epic). * Support various client-related projects as assigned. * Learning & Development * Build proficiency in carrier systems, reporting formats, and internal tools. * Continuously improve Excel and PowerPoint skills to enhance reporting quality. * Stay current on group benefits practices and renewal processes. * Seek feedback and apply learnings to improve accuracy and efficiency. * Participate in team knowledge-sharing and cross-training initiatives. * Collaborate with internal teams to ensure timely and accurate reporting. * Maintain strong relationships with carrier partners and internal teams. * Contribute to continuous improvement of reporting processes. * Takes initiative and solves problems independently. What you will bring: * Completed post-secondary degree or a combination of equivalent professional experience and training. * Excellent time management skills in a fast-paced environment, able to meet deadlines and work on multiple tasks effectively. * Strong attention to detail, able to skillfully work independently and within a team, with strong organization and prioritization skills. Able to solve problems and is self-motivated. * Proficiency in Microsoft Office (MS Teams, Excel, PowerPoint, Outlook). * Sound judgment, ethics, and integrity. * Excellent communication skills, both written and verbal, with a strong client service attitude and ability to build relationships and trust. * You bring your real self to work, and you live our values- Respect, Integrity, Client-Focus, Collaboration and Accountability Who we are: Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement. Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027! What sets us apart? Be in good company Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive. Challenge your thinking You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it. Grow together We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen. Benefits and perks * Competitive salary * Participate in our comprehensive benefits plan on day one — no waiting period * Company-matched Retirement Savings Plan * Company-paid training and development courses * Community involvement * Hybrid work environment Are you interested? Please Apply! This is a replacement position. Artificial Intelligence (AI): Cowan Insurance Group does not use AI directly; however, platforms we partner with may use AI, including screening for keywords and minimum qualifications. Our human recruiters review candidate’s qualifications prior to decisions being made. This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks. While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision. We are an Equal Opportunity Employer. Candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, or sexual orientation.

What you’ll do

The Benefits Analyst provides data entry and reporting support for group benefits clients, including managing carrier reports and populating renewal presentations. They are responsible for validating renewal rates and maintaining relationships with carrier partners and internal teams.

Requirements

Candidates should have a post-secondary degree or equivalent professional experience and proficiency in Microsoft Office. Strong organizational skills, attention to detail, and a client-focused attitude are essential for success in this role.

Benefits

• Competitive Salary
• Comprehensive Benefits Plan
• Company-matched Retirement Savings Plan
• Company-paid Training and Development Courses
• Community Involvement
• Hybrid Work Environment

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Data entry · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Management
• Data Entry
• Reporting
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Teams
• Microsoft Outlook
• Time Management
• Attention To Detail
• Organization
• Prioritization
• Problem Solving
• Written Communication
• Verbal Communication
• Client Service
• Relationship Building

Job areas

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

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