Team Leader, Personalized Plan Administration

6 months 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

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