Only 24h Left Group Benefits Underwriting Consultant

3 weeks ago


Ottawa, Ontario, Canada Chad Management Group Full time

Group Benefits Underwriting Consultant – Reporting & Analytics

We're seeking a results-driven professional with a passion for delivering technical excellence in group benefits.

The ideal candidate will possess a deep understanding of group benefits products and their complexities, as well as exceptional analytical and communication skills.

Key Responsibilities:

  • Expertise in Group Benefits: Possess a deep understanding of group benefits products and their complexities.
  • Renewal Management: Oversee all aspects of group benefits renewals, including analyzing insurer proposals and negotiating optimal outcomes for clients.
  • Marketing Oversight: Manage marketing processes by preparing specifications, addressing market queries, and summarizing and comparing quotes.
  • Financial Reconciliation: Validate the accuracy of refund-accounted or ASO financial reconciliations provided by insurers where applicable.
  • Comprehensive Reporting: Draft detailed reports for renewals, marketing, or financial reconciliations, providing tailored analysis, insights, and recommendations.
  • Budgeting Support: Calculate projected renewal ratings and offer detailed justifications to assist clients in budgeting effectively.
  • Client-Centric Analysis: Review client-specific experience data and prepare actionable insights as guided by the Consultant.
  • Plan Design Financials: Develop pricing for plan design changes and illustrate their financial implications to clients.
  • Benchmarking & Risk Assessment: Conduct benchmarking to recommend plan improvements and identify potential risks for clients.

Qualifications & Requirements:

  • Experience: Minimum 7 years in a Group Benefits consulting environment or as a Group Benefits Underwriter in a technical role.
  • Technical Proficiency: In-depth knowledge of underwriting and funding arrangements.
  • Analytical Skills: Strong numerical and analytical capabilities.
  • Communication Excellence: Exceptional verbal and written communication skills.
  • Time Management: Ability to prioritize tasks and manage multiple responsibilities efficiently.
  • Independence: Capable of working autonomously while meeting deadlines.
  • Education: University or College degree.
  • Professional Development: Interest in pursuing the Certified Employee Benefit Specialist (CEBS) designation.
  • Technical Skills: Proficiency in Microsoft Word, Excel, and PowerPoint.


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