Team Leader, Personalized Plan Administration

1 week ago

Brantford, Canada Cowan Insurance Group Full time

You enjoy
**guiding, coaching,** and
**assisting **your team members.

You are **organized** and like **supporting** your team and group benefits clients.

You love the idea of **helping team members** through their development.

If you are nodding yes, this Team Leader role in our Personalized Plan Administration (PPA) department may be perfect for you

**What’s the ask?**

Reporting to the Manager, Client Partnerships, this position will be responsible for providing oversight and guidance to our Personal Plan Administration, (PPA Department). Your role will include the implementation of new group clients who partner with our PPA Department to ensure that their onboarding is as seamless as possible. These client implementations include coordinated billing processes, service agreements, carrier access, downloading of information from client and consultant, as well as implementation meetings which will encompass all onboarding processes and next steps. You will also continue to manage a small block of your own group benefits clients within the PPA department.

**Key Responsibilities**:

- Implementations of new clients as above
- Proactively provide solutions to meet client needs
- Continuously share process improvements with the team
- Maintain strong relationships with our clients, advisors and business partners
- Manage escalated Plan Sponsor issues
- Resolve complex cases by partnering with internal business partners
- Identify trends on potential and current client issues
- Provide coaching and mentoring to the team related to the day to processes
- Deliver consistent and quality service within standard 48-hour turnaround time
- Maintain KPI metrics on a monthly basis
- Enrolment of new plan members
- Answer correspondence related to the administration of the plan(s)
- Establish a professional relationship between the client and the carrier
- Ongoing maintenance of member’s eligibility information
- Complete employer statement for disability claims, follow up on status of claim with carrier an audit waiver updates
- Prepare and distribute welcome packages
- Prepare and/or audit coverage information on monthly billing statements
- Review HRIS feeds and research data discrepancies
- Load HRIS feeds into the carrier system and audit success
- Summarize billing information for the client payroll and finance departments as required
- Provide and coordinate support for the Consultant team as well as Client Partnership colleagues

**What does it take?**
- Minimum 3 years group insurance benefits
- Strong understanding of plan administration managed by the client and the carriers
- Strong initiative, planning, and problem-solving skills, including an ability to focus on both details and results
- Excellent communications skills to clearly articulate messages to a variety of audiences across all levels
- Strong coaching and effective leadership skills
- Proven problem solving and root cause identification skills; solution oriented
- Skilled in Microsoft Office Products
- The ability to lead, act as a role model and motivate a team
- The ability to use tact, discretion, and maintain information in the strictest of confidence

**Who we are**
Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees operating out of 8 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

- deliver insurance and risk management solutions to businesses, organizations and individuals
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

**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?**

Send your cover letter and resume and share your unique story with us.

While we appreciate the interest of all applicants, we will contact only those selected for inte

  • Team Leader, Personalized Plan Administration

    2 weeks ago

    Brantford, Ontario, Canada Cowan Insurance Group Full time

    You enjoy guiding, coaching, and assisting your team members.You are organized and like supporting your team and group benefits clients.You love the idea of helping team members through their development.If you are nodding yes, this Team Leader role in our Personalized Plan Administration (PPA) department may be perfect for youWhat's the ask?Reporting to the...

  • Team Leader

    1 week ago

    Brantford, Canada Mott Manufacturing Ltd Full time

    **Team Leader (Brantford)** Reporting to the Production Manager, you will manage the schedule and priorities for your department, assigning work for all team members and ensuring procedures and requirements are understood. Using your strong communication skills and leadership ability, you will monitor output and quality to meet departmental goals and ensure...

  • Shift Leader

    1 month ago

    Brantford, Canada KFC & Taco Bell Full time

    We are looking for: FULL TIME "TEAM MEMBERS" and "SHIFT LEADERS" **M**ust be: Dependable, Responsible & Customer Oriented Team Players **Salary**: $16.75-$18.00 per hour Expected hours: 30 - 40 per week Ability to commute/relocate: - Brantford, ON N3R 6B8: reliably commute or plan to relocate before starting work (required) **Language**: - English...

  • Team Leader

    4 weeks ago

    Brantford, Canada Plato's Closet Full time

    Plato's Closet is all about being fashion savvy and shopping smart. We're part of a nationwide unique recycling retail store specializing in clothes for teens and twenty somethings — we buy and sell the latest looks in clothing and accessories from the hottest brand name designers for girls and guys. Shift Leader - MUST HAVE DAY AND AFTERNOON AVAILABILITY...

  • Assistant Team Leader

    3 weeks ago

    Brantford, Canada GIZEH Packaging NA Inc. Full time

    **ABOUT GIZEH**: GIZEH Packaging is an international plastic packaging company, with offices located in Germany, Poland, France and Canada. We focus on the food sector, making plastic packaging for companies around the world. Innovation and technical expertise contribute to our tailor-made packaging solutions. Our packaging technologies include, but are not...

  • Assistant Team Leader

    4 weeks ago

    Brantford, Canada GIZEH Packaging NA Inc. Full time

    **ABOUT GIZEH**: GIZEH Packaging is an international plastic packaging company, with offices located in Germany, Poland, France and Canada. We focus on the food sector, making plastic packaging for companies around the world. Innovation and technical expertise contribute to our tailor-made packaging solutions. Our packaging technologies include, but are not...

  • Manager, Financial Planning

    1 month ago

    Brantford, Canada Royal Bank of Canada Full time

    **Job Summary** You will coach and develop an effective, adaptable financial planning sales team in the Hamilton Mountain, Brantford & Norfolk Market to maximize revenue and capitalize on opportunities. As a leader you reinforce with your team to achieve a superior client experience and enhance employee capability and engagement while leveraging full RBC...

  • Team Sales Leader

    3 weeks ago

    Brantford, Canada Brookstone Windows & Doors Full time

    **$500 signing bonus to join our leadership team. WOW!** - **This is a great entry-level management opportunity in a rapidly growing company with potential for fast promotion. You are an assistant manager/ team leader/manager in training.**: - **Are you self-motivated, passionate and driven by financial success?**: - **Are you a people person who isn’t...

  • Supply Chain Team Leader

    2 weeks ago

    Brantford, Canada Wade Antenna Inc. Full time

    Have you ever wondered about who makes the cool antennas for battleships, airfields or anti-drone guns? We are right here in Brantford, ON. Wade Antenna Inc. is a manufacturer that has roots in the communication industry that go back to 1934. Our industry is booming and Wade has an opportunity at our Brantford, ON location for the right person to join a...

  • Grounds Maintenance Team Leader

    1 week ago

    Brantford, Canada Bob's Property Maintenance Full time

    **Bob's Property Maintenance provides maintenance and landscaping to clients in and around the brantford area.** We are seeking a Grounds Maintenance team lead to join our team of maintenance professionals. You will be responsible for completing a set lists of tasks each day. You'll also be called upon to preform landscaping tasks. - Will have at least 2...

  • Shift Leader

    2 weeks ago

    Brantford, Ontario, Canada KFC & Taco Bell Full time

    We are looking for: FULL TIME "TEAM MEMBERS" and "SHIFT LEADERS"Must be: Dependable, Responsible & Customer Oriented Team PlayersSalary: $16.75-$18.00 per hourExpected hours: per weekAbility to commute/relocate: Brantford, ON N3R 6B8: reliably commute or plan to relocate before starting work (required)Language: English (preferred)Work Location: In person

  • Team Leader/supervisor

    4 weeks ago

    Brantford, Canada Brantford Speedy Lube Full time

    Responsibilities: - Assist in overseeing and managing a team of employees in a quick lube environment - Ensure excellent customer service by addressing customer concerns and resolving issues - Must have the ability to work in both the upper bay tech position, as well as the lower bay tech position. - Monitor and maintain quality workmanship, and safety. -...

  • Manager, Financial Planning

    2 weeks ago

    Brantford, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryYou will coach and develop an effective, adaptable financial planning sales team in the Hamilton Mountain, Brantford & Norfolk Market to maximize revenue and capitalize on opportunities. As a leader you reinforce with your team to achieve a superior client experience and enhance employee capability and engagement while leveraging full RBC...

  • Shipping and Receiving Team Leader/supervisor

    4 weeks ago

    Brantford, Canada Mott Manufacturing Ltd Full time

    This is a permanent full-time day shift position. You must have flexibility to work on the afternoon shift and on the weekends for where support is needed. **Responsibilities**: - Work in compliance with the provisions of the Occupational Health and Safety Act (or the “Act”) and the regulations; use or wear the equipment, protective devices or clothing...

  • Team Leader/supervisor

    2 weeks ago

    Brantford, Ontario, Canada Brantford Speedy Lube Full time

    Responsibilities: Assist in overseeing and managing a team of employees in a quick lube environment Ensure excellent customer service by addressing customer concerns and resolving issues Must have the ability to work in both the upper bay tech position, as well as the lower bay tech position. Monitor and maintain quality workmanship, and safety. Assist in...

  • Camp Leader

    4 weeks ago

    Brantford, Canada Moments and Pearls Christian Childcare Inc. Full time

    Overview: We are seeking a Camp Leader to join our team and lead educational and recreational activities for children in a camp setting. **Duties**: - Plan and implement engaging activities for camp participants - Supervise and ensure the safety of all campers - Organize and lead group games, arts and crafts, and outdoor adventures - Collaborate with other...

  • Retail Administrative Coordinator

    1 month ago

    Brantford, Canada Princess Auto Full time

    Princess Auto is a private, Canadian-owned company employing over 3,000 Team Members, with our Home Office in Winnipeg, Manitoba. We provide hard-working Canadians with a unique assortment of tools and equipment through more than 50 stores coast-to-coast, a National Call Centre, and our online store. **Our strength is in our people. In fact, we call our...

  • Production Leader

    4 weeks ago

    Brantford, Canada MITSUI HIGH-TEC CANADA Full time

    Mitsui High-tec (Canada), Inc. is a newer manufacturing facility in Brantford and we require a Production Leader on our afternoon shift to join our team! There is huge potential for future growth due to our state of the art technology in the ever growing ecofriendly vehicles market. We are looking for a person who exhibits enthusiasm in our dreams and would...

  • Shipping and Receiving Team Leader/supervisor

    2 weeks ago

    Brantford, Ontario, Canada Mott Manufacturing Ltd Full time

    This is a permanent full-time day shift position. You must have flexibility to work on the afternoon shift and on the weekends for where support is needed.Responsibilities: Work in compliance with the provisions of the Occupational Health and Safety Act (or the "Act") and the regulations; use or wear the equipment, protective devices or clothing that Mott...

  • Grounds Maintenance Team Leader

    1 week ago

    Brantford, Canada Bob's Property Maintenance Full time

    Bob's Property Maintenance is looking to hire Lawn Maintenance Technicians with would be working on a crew each day to complete the set route in a reasonable amount of time. **Job Types**: Full-time, Permanent, Seasonal Pay: From $18.00 per hour Expected hours: 40 - 50 per week Flexible Language Requirement: - French not required Schedule: - 10 hour...