Benefits Specialist

5 months ago

Brantford, Canada Cowan Insurance Group Full time

The Benefits Specialist in the Business Development department** **is responsible for developing tailored solutions for prospects and strategic clients in collaboration with the Business Development and Benefits teams. These solutions take many forms ranging from critical evaluation of the current programs and providers in place, support through changes, and customized communications to support critical employee messages. In addition to developing solutions for our clients and prospects, this position will also support the Business Development team through the creation of documents that support the sales cycle and describe the value our team can bring based on the unique needs of each prospect.
** What you will do**:

- Prepare and/or peer review employee communications
- Create, document, update responses for Request for Proposal (RFP) for consulting services
- Responsible for consistency and correct use of brand identity and voice according to brand guidelines both internally and externally
- Development of marketing pieces to assist with the sales process
- Prepare specifications for marketing
- Coordinate carrier finalist presentations.
- Manage the reviewing, processing and preparing of new business implementation including smooth transition of benefits to new carriers and on-going service team, ensuring any client risk and exposure is mitigated (i.e. plan mapping, member coverage, communication)
- Organize and draft proposals (RFPs) for review with Consultant
- Prepare and/or peer review benefit summaries, employee survey questionnaire and presentations.
- Assist on specific projects, initiatives and research
- Review contract, booklet and collective agreement differences and identify risk exposure
- Assist with the preparation of all financial aspects including quote comparisons, amendment pricing and financial reporting
- Perform commission reconciliations and analysis
- Assist with the analysis of financial and/or plan design benchmarking and preparation of reports/presentations. Facilitate employee presentations for clients

**What you will bring**:

- Minimum 1-3 years’ experience in the Group Benefits industry an asset
- Strong working knowledge of Microsoft Office including Excel, PowerPoint, Word, Adobe Suite (Creative Cloud)
- Proficiency with social media and willingness to work with emerging digital tools
- A flair for presentation design and creativity is a requirement
- Excellent communication and presentation skills
- Ability to manage time-sensitive deadlines in a fast-paced environment
- Strong attention to detail with a high level of accuracy
- Ability to demonstrate sound judgment, ethics and integrity
- Highly driven and self-motivated with superior client service attitude
- Strong problem identification and problem resolution skills;
- Sound analytical thinking, planning, prioritization, and execution skills.
- LLQP license, GBA, CEBS would be an asset (or working towards)

**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 hired out of 6 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?**

Please apply

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.

LI-Hybrid

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