Managing Consultant

1 month ago


Calgary, Canada People Corporation Full time

We are seeking a Managing Consultant to join our team in Calgary.

The Managing Consultant’s primary responsibility will be to retain and grow relationships for an assigned block of group benefits clients. They will be committed to understanding our client needs and work in collaboration with supporting teams to unlock opportunities to identify products and solutions that will enhance their benefits journey.

**The Claims Team Lead will**:

- Set strategic consulting plan for client relationship.
- Identify cross sell opportunities that add value for our clients.
- Review plan performance and client files to understand the claims experience.
- Work in collaboration with analyst and underwriting for client renewals, reporting and reviews, and creating commentary that is presented to clients.
- Provide technical and peer review work for the analysts and other associates.
- Coordinate new business implementation.
- Prepare documents for client presentations and meet in person to deliver client information.
- Support working relationships with Plan Sponsors, Plan Administrators and Representatives.
- Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross sell opportunities.
- Track ongoing work, update databases regularly and as necessary.

**To be successful as a Claims Team Lead, you will need**:

- Sales and Service - understanding the needs of the customer and actively focusing on anticipating, meeting and exceeding those needs. It includes responding to current and future customer needs and providing excellent service to both internal and external customers.
- Communication - Excellent written and oral communication skills, communicate clearly, with purpose, and adapt communication style appropriately to create persuasion and consensus building. Can effectively collaborate with senior executive stakeholders and their teams.
- Business Acumen - carries out organizational strategy with a clear understanding of the industry trends, economic sectors and market dynamics that drive People Corp’s strategic initiatives. Demonstrates business foresight along with the ability to integrate diverse perspectives. Exercises judgement around opportunities that represent the most potential for innovation and return on investment for People Corp and its stakeholders.
- Drive for Results - using time and resources effectively to achieve desired results. It involves having determination in the face of obstacles to set and meet challenging targets and deliver the required business results. It includes demonstrating a high level of accountability, reliability, adaptability and innovation in accomplishing day to day work and long term goals.
- Collaboration
- readily sharing information, knowledge and personal strengths. Seeking to understand and building on differing perspectives of others to enhance team efficiency and quality outcomes.
- Strategy and Program Planning - Able to take the bigger picture and break it down into manageable progressive steps to ensure progress is made on multiple projects.
- Metrics Oriented - Effectively uses data to build, deliver and translate tactile information into trends and meaningful insights for senior leaders. You demonstrate good critical thinking, analytical, and problem-solving skills.
- Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration
- Minimum 3 - 5 years’ experience in group benefits in a client facing role.
- Understanding of the group benefits industry including funding arrangements.
- Life license is required.
- A customer service-oriented mindset, an entrepreneurial spirit, and the ability to adapt to a quickly changing environment.
- Must be self-motivated and able to work independently.
- Proficient in Microsoft Office, Adobe Acrobat.
- Proficiency and comfort working with multi-channel technology.
- Valid driver’s license and consistent access to a vehicle.

**What's in it for you**:

- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.



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