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Senior Consultant

4 months ago

Collingwood, Canada HR Covered Inc. Full time

Owen & Associates  is a leading consulting and brokerage firm specializing in employee benefit & retirement solutions for global companies in Canada. With over 22 years of success and a team of 40+ professionals, they serve over 400 corporate clients nationally and maintain partner relationships in over 150 countries.

Due to significant growth, they are looking for a  Senior Consultant  to join their team. The role will be responsible for delivering a high level of client service accompanied with technical skills in a fast-paced work environment. The role reports to the Director of Marketing and Renewals.

The company is headquartered in Collingwood with satellite offices located throughout Ontario, available for use anytime and to collaborate with other team members.

The ideal candidate has a proven track record successfully managing a high volume of mid size, multiple group accounts and has an open minded, inclusive attitude in the work environment.

Company Benefits and Perks:

Full-time, permanent role.  100% Remote  Ideal candidate resides in ON and is willing to travel to the head office 4-6 times per year.
Competitive Compensation  starting at $90,000 to $115,000 plus, depending on experience and completion of CEBS/GBA designation.
Growing company with an employee driven culture, focused around career development and change
Training and professional development coverage.
Company and Performance based bonus, employer paid health and dental benefits, RRSP matching program.
Generous vacation and flex/sick days.

Key Responsibilities:

Assigned 70-80 Benefit and Retirement Accounts for Inforce servicing through entire life cycle.
Monthly or As Required – Assigned up to 10 active new business implementations (GB and RTMT).
Co-ordinating and finalizing market comparisons, new sale documents and client deliverables for Group and Retirement applications between client and carrier representative.
Client and broker facing presentations/discussions on annual renewal or retirement stewardship, in addition to employee presentations, quarterly touchpoint calls or client escalation touchpoint syncs.
Managing Special Block Assignment Relationships (ie. Sequoia/USI or BAN) and being Canadian benefits and retirement subject matter expert.
Finalizing all reports of renewals, marketing, stewardships and delivery to client.
High Level Peer Review of Renewals and Quarterlies as required.
Interactions with clients as needed or as follow up to various tasks or other items/issues.
Maintain all client files and correspondence to comply with O&A Standards.
Keep up to date with industry trends and activities by participating in webinars, seminars, etc.
Special Projects, as assigned.

Qualifications and Skills: The candidate must have a minimum of 2+ years of experience working for a Brokerage or 5+ years of specific industry-related experience.
Designation under CEBS program (or working towards) is an asset.
Active LLQP licence.
Strong Interpersonal and communication skills both written and verbal.
Highly flexible, self-motivated and able to multitask.
Positive attitude, solution oriented and a team player.
Direct client contact experience and proven ability to manage over 50 accounts.
Knowledge of Group Retirement Programs is an asset.
Bilingual is an asset.

In order to apply, please send your resume to recruitment@hrcovered.com before  May 25th, 2024.