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Benefits Associate
2 months ago
The Benefits Associate will play a crucial role in building and sustaining strong client relationships. With a primary objective of providing comprehensive client care, the Benefits Associate will work in collaboration with internal operations, Advisors, and carriers to manage client records, prepare necessary documentation, and enhance service delivery.
Key Responsibilities:
- Assist Advisors in preparing for finalist meetings and produce benefit plan options and proposals for prospective clients.
- Coordinate various aspects of the client relationship, manage expectations, and provide consistent and high-quality service throughout.
- Assist in training Benefits Administrators, sharing knowledge and expertise to enhance the overall proficiency and performance of the team.
- Plan, organize, and facilitate market studies, new plan implementations, plan amendments, carrier changes, and AOR's.
Requirements:
- University degree or an acceptable combination of education and progressively responsible work experience.
- 5-10 years of benefits experience required.
- Group Benefits Associate (GBA) designation, or willing to obtain.
- Certified Employee Benefit Specialist (CEBS) designation preferred, or willing to obtain.
- Ability to take initiative and a pro-active approach to work.
- Advanced knowledge and application of MS suite of products (Outlook, Word, Excel, and PowerPoint).
- Enthusiastic, respectful, high professional, and uncompromised confidentiality.
- Ability to organize, prioritize in a fast work environment.
- Bilingualism would be considered an asset.
At Selectpath Benefits & Financial Inc., we value diversity, equity, and inclusion. We are committed to providing accommodation upon request for applicants and employees with disabilities.
