Group Benefits Analyst/underwriter

6 months ago

Toronto, Canada The Consulting House Full time

The Consulting House is a well established privately-held insurance brokerage specializing in Employee Benefits and Group Retirement Programs. Due to our significant growth, we are seeking to fill the position of **Group Benefits Analyst.**

The Consulting House is built on our shared core values: Trustworthy, Creative, Client First, Continuous Improvement and Responsiveness.
- **Trust **is the foundation of any successful relationship, and it starts with being honest and transparent. We strive to earn the trust of our clients, partners, and colleagues by doing what we say we will do, and by holding ourselves to the highest ethical standards.
- The second value is **creativity**. We believe that innovation and creativity are key to staying ahead of the curve and providing the best solutions for our clients. We encourage our team to think outside the box, to challenge conventional wisdom, and to take calculated risks in pursuit of breakthrough ideas.
- The third value is putting our **clients first**. We are in the business of serving others, and our success depends on our ability to meet the needs and exceed the expectations of our clients. Whether we are developing new products, delivering services, or just responding to a customer inquiry, we always put the client first.
- **Continuous improvement **is our fourth value. We never settle for mediocrity, and we are always looking for ways to get better. We are committed to continuous learning and growth, and we embrace change as a means to achieve excellence.
- Finally, **responsiveness **is key to our success. We understand that in today's fast-paced world, time is of the essence. We strive to be responsive to our clients, partners, and colleagues, and to deliver results quickly and efficiently.

These five core values are the foundation of our organization. They guide our actions and shape our culture, and they are what set us apart from our competitors.
- **We hire, review, reward, and recognize our team based on these characteristics, so if you share these values we encourage you to apply.**_

How likely is our team to recommend working here? _**9.57/10**_

**Some anonymous feedback from our team**:

- _Impressive company, track record, high quality work, and great team of people_
- _flexibility and opportunity to see the full cycle of the business_
- _Great company to work for Really care for their employees and takes an interest in what they are doing. Instead of being told you have made a mistake they work with you to learn. Employees are all treated fairly, respected, encouraged to grow and take ownership. Feel like you are part of a team._
- _I chose 10 stars because there was no option for 100. Without question, the best company I've ever worked for in my life: great team, great management and great workplace environment._
- _It's a good atmosphere, employees are more like family then just coworkers_
- _I am happy to recommend Summit Wealth & The Consulting House as a place to work because of its easy-going atmosphere, honest leadership, and collaborative culture. At SWATCH, employees' opinions are valued, we are encouraged to develop professionally, and our leaders are understanding and respectful of each personal's circumstances._
- _Amazing team. Management is great. No micromanaging, very supportive and always have a positive attitude. They are also constantly checking in to make sure everyone is okay. Great communication and openness among everyone on the team. Beautiful office, great benefits plan and overall great company to work for._

**Responsibilities and Duties**:

- Analyze renewal reports, negotiate rates with insurance carriers and prepare client reports.
- Analyze plan experience, prepare budget projections, and send quarterly reports to clients.
- Prepare RFP’s, send specifications to market and produce marketing summaries.
- Review financial information and prepare total compensation statements.
- Mediate with internal advisors and insurance providers regarding administration of client plans.
- Assist with special projects, as required.
- Attend and participate in client meetings on occasion.

**Qualifications and Skills**:

- Education: Completion of a University Degree (mathematics or business background preferred).
- Proficient in Microsoft Office software.
- Excellent mathematical and analytical skills.
- Experience working with larger clients, greater than 100 employees is an asset.
- Completion of CEBS designation or working towards their CEBS designation is an asset.
- Knowledge of Group Retirement Programs is an asset.
- Bilingual is an asset.

**Why you should work for The Consulting House**:

- Permanent, Full-time, Hybrid Role (in office 2 days per week) *office has Subway access*
- Competitive Compensation depending on experience and completion of CEBS designation, Bonus Pay, Overtime Pay and potential Signing Bonus.
- Awesome Benefits, which include:

- Comprehensive Employee Benefits and Retirement programs (100%

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