Pension Benefits Consultant

4 weeks ago

Toronto, Ontario, Canada Ontario Teachers' Full time

Multiple Positions Available

Join Our Team

We are seeking individuals who can contribute their unique skills and character to a diverse team. You will collaborate with a dedicated group committed to providing exceptional service to our members while maintaining high standards of quality and customer satisfaction.

Our aim is to equip you with the necessary skills and knowledge during your initial year as a Pension Benefits Associate (PBA) to enable you to work autonomously and meet quality benchmarks, ultimately progressing to a permanent role as a Pension Benefits Specialist.

Reporting Structure

This position reports directly to the Manager of Member Experience - Pensioner Experience.

Key Responsibilities

Throughout your associate year, you will engage actively, provide insights, and demonstrate your skills to Senior PB Specialists and Trainers during independent learning sessions, personalized working interactions, and virtual training classes.

  • Deliver customer service by addressing inquiries (via phone, email, web, and written communication), initially under the guidance of a Team Coordinator and subsequently independently, for plan members, pensioners, survivors, other beneficiaries, and third parties.
  • Administer pension benefits in compliance with plan terms and relevant legislation.
  • Examine client files, evaluate eligible benefit scenarios, offer guidance, provide web support, and conduct benefit calculations during interactions.
  • Address member inquiries via email and mail concerning benefit-related questions, general pension inquiries, requests for web assistance, and updates to personal information.
  • Execute complex benefit calculations, which may require research to ensure accuracy.
  • Conduct in-person meetings with clients for one-on-one consultations.
  • Interpret and assess client needs, eligibility criteria, critical issues, reporting obligations, and write-offs.

Required Qualifications

  • Strong analytical, interpersonal, listening, and multitasking abilities.
  • Excellent verbal and written communication skills.
  • Capability to perform effectively in a high-pressure environment while ensuring accuracy and timeliness.
  • Dependability, flexibility, tact, and diplomacy are essential.
  • Proficiency in Microsoft Office and familiarity with online applications.
  • A relevant university degree and/or experience in client service is required.

What We Offer

  • Competitive salary
  • Numerous opportunities for professional advancement and development
  • A flexible/hybrid work environment that combines in-office collaboration with remote work
  • Our Flexible Travel Program allows you to work abroad in another region or country for up to a month each year
  • Employee discount programs, including Edvantage and Perkopolis

At Ontario Teachers', we recognize that diversity is one of our greatest strengths. We are committed to ensuring that our hiring practices and workplace culture reflect and embrace a variety of perspectives, backgrounds, and experiences. Through our Diversity, Equity, and Inclusion strategy and Employee Resource Groups (ERGs), we celebrate diversity and promote inclusion through events that foster professional development, networking, and mentorship. We are dedicated to creating an inclusive and equitable workplace where all employees feel respected, accepted, and empowered to be themselves.

Application Process

Are you ready to take on new challenges and elevate your career? We encourage you to apply. You may be invited to participate in a pre-recorded digital interview as part of the application process.

Accommodations are available upon request for candidates with disabilities participating in the recruitment process and once employed.

Candidates must have the legal right to work in the country where this position is located.

The confidentiality of your personal information is important to us. Please visit our Privacy Centre to understand how we manage your personal data.

Functional Areas:

Member Services

Requisition ID:

5811

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