Group Benefits and Retirement Services Advisor

1 week ago

Welland, Canada Billyard Insurance Group Inc Full time

**Group Benefits and Retirement Services Advisor**:
hybrid
38 East Main Street, Welland, Ontario, Canada, L3B 3W3
full-time. November 20, 2024

Description

Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business. At Billyard Insurance Group, our mission is clear: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.

The Group Benefits and Retirement Service Advisor is a licensed insurance professional specializing in the sale and servicing of group health benefit plans and group retirement plans. This role involves identifying and working with corporate clients to assess their group insurance and retirement needs, setting up appropriate plans, and providing ongoing support. The broker will ensure client satisfaction through efficient policy management and adherence to our organizational values of integrity, innovation, and client care.

**What does the **Group Benefits and Retirement Services Advisor **do?**
- Conduct thorough assessments of corporate clients’ group benefit and retirement needs to recommend suitable plans, ensuring comprehensive coverage and financial security.
- Build and maintain strong relationships with corporate clients, promoting long-term loyalty and retention through exceptional service.
- Manage plan renewals efficiently, ensuring clients are contacted well in advance and provided with all necessary information to make informed decisions.
- Provide exceptional ongoing support to clients, addressing queries and plan changes promptly to reinforce our commitment to client care.
- Develop and implement effective sales strategies to attract new corporate clients while promoting existing services, contributing to the organization’s growth.
- Work collaboratively with team members and other departments to ensure a unified approach to client service and plan management.
- Ensure compliance with provincial regulations and organizational policies in all client interactions and transactions, upholding our commitment to integrity.
- Educate clients about group benefits and retirement planning options, empowering them to make informed decisions that support their employees' well-being.
- Monitor personal performance metrics, setting and achieving sales goals that align with the organization’s growth objectives.
- Engage in networking opportunities to expand professional connections and generate leads, embodying our value of relentless effort.
- Participate in ongoing training and professional development to enhance knowledge and skills related to group benefits and retirement plans.
- Maintain accurate records of client interactions, plan details, and transactions to ensure transparency and accountability in all processes.
- Stay informed about industry trends and competitors to identify new opportunities and refine sales techniques, supporting our value of innovation.
- Gather and analyze client feedback to identify areas for improvement in service delivery, ensuring we are always striving to be better.

**Does this sound like you?**
- Excellent verbal and written communication skills to convey complex information clearly and effectively.
- Strong focus on client needs and satisfaction, ensuring a positive experience at all stages of service.
- Ability to address client concerns and resolve issues promptly and effectively.
- Work well in a team environment, fostering collaboration to achieve shared goals.
- Flexibility in adapting to changing market conditions and client needs.
- Strong negotiation abilities to achieve favorable outcomes for both clients and the organization.
- Ability to understand and relate to clients’ situations, building trust and rapport.
- Proficiency in building professional relationships that can lead to new business opportunities.
- Demonstrating honesty and accountability in all interactions, reflecting the organization’s core values.
- Comprehensive understanding of group health benefit plans, retirement plans, and associated regulations.
- Familiarity with provincial regulations governing group insurance and retirement plans.
- Effective sales methodologies to successfully attract and retain corporate clients.
- Ability to analyze market trends and client data to inform strategic decisions.
- Skilled in using CRM systems and other software to manage client information and transactions.
- Competence in m

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