Benefits Analyst

Join Owen & Associates, 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, we serve over 400 corporate clients nationally and maintain partner relationships in over 150 countries.

Now hiring a Benefits Analyst to contribute technical expertise and exceptional service in our dynamic work environment. Be part of our growth and continue delivering outstanding solutions to our clients.

**Responsibilities**:

- Support daily administration of Group Benefit & Retirement plans
- Input carrier data into various Quarterly (Non-ASO) and Annual Renewal client reports
- Group and Retirement Marketing Specs completion
- Prep employee facing presentations and benefit plan summaries
- Maintain all client files and correspondence to comply with O&A Standards
- Working closely with Senior Analysts to assist onboarding of new clients through assistance in benchmarking client data, completing plan recommendation report
- Develop knowledge of all carrier administration portals
- Assist on Retirement Fund Alternate report inputting
- Regular update of internal CRM and report tracking systems
- Keep up to date with industry trends and activities by participating in webinars, seminars, etc.
- Assist on special projects, as assigned

**Requirements**:
The Benefits Analyst should possess the following:

- Excellent analytical skills, attention to detail, and a mathematical aptitude.
- Exceptional judgment, logic, teamwork, and interpersonal skills
- Three or more years’ experience in customer service
- Advanced proficiency in Microsoft Excel
- Strong written and oral communication skills
- Ability to thrive in a dynamic, fast-paced work environment while effectively managing multiple tasks
- Strong Working knowledge of Salesforce, Excel, Word, Outlook and PowerPoint
- Must clear a Background Check

**Assets**:

- Working knowledge of Group Benefits (some knowledge of retirement benefits)
- 1-2 years of financial services industry experience (preferably at brokerage level)
- Expert skills in Microsoft Excel (Macros)
- CEBS or working towards
- LLQP or working towards
- Bilingual (French and English)

**We offer**:
A comprehensive compensation package, including a base salary plus a performance bonus, competitive retirement plan & group benefits, a flexible work environment, continuing education & training. Awesome corporate culture, a team environment and company events. Growth opportunities in an expanding organization and exposure working in international markets. Consideration for fully remote work will be given dependent on experience.

**Job Types**: Full-time, Permanent

Pay: From $50,000.00 per year

Additional pay:

- Bonus pay
- Overtime pay

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Collingwood, ON: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Have you worked with Group Benefits?

**Experience**:

- Customer service: 3 years (preferred)
- Microsoft Excel: 5 years (preferred)

Work Location: Hybrid remote in Collingwood, ON

Application deadline: 2024-09-23