Service Consultant, Client Partnerships Specialist

3 hours ago

Brantford, Ontario, Canada Cowan Insurance Group Full time
Job Summary

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. We are seeking a highly skilled Service Consultant, Client Partnerships to join our team. This role will be responsible for providing service excellence to our mid/large size national group benefit clients.

Key Responsibilities
  • Prepare specifications working with clients, consultants, and carriers for marketing purposes
  • Be accountable for the smooth transition of benefits to new carriers ensuring any client risk and exposure is mitigated (i.e. plan mapping, member coverage, communication)
  • Coordinate carrier finalist presentations
  • Conduct and/or peer review employee presentations
  • Create and review benefit summaries for accuracy
  • Peer review contract, booklet and collective agreement differences and identify risk exposure
  • Resolve and address escalated client issues & inquiries with the employee, employer and/or carrier
  • Process amendments and employee presentations/communications
  • Create and update Benefits at a Glance, and other internal and external reference materials
  • Identify areas related to your clients by understanding and remaining current with carrier communication, changes to legislation, and CLHIA guidelines
  • Client meetings, virtual and in person, along with employee presentations will be necessary
  • Assist on specific projects, initiatives, and research
  • Provide and coordinate support for consultant as requested and in accordance with procedures and service agreements
  • Monitor email, voicemail, spreadsheets, and maintain filing within our CRM system as per guidelines
Requirements
  • Minimum of 3-5 years' experience in the Group Benefits industry
  • GBA, CEBS designation preferred or working towards an asset
  • Time management in a fast-paced environment
  • Able to multitask and problem solve
  • Attention to detail, strong organization and prioritization skills
  • Able to skillfully work independently and within a team
  • Strong Microsoft Office skills (Excel, PowerPoint, Word, Outlook etc.)
  • Sound judgement, ethics and integrity
  • Excellent communication skills, both written and verbal
  • Strong client service attitude and client relationship/trust building skills
  • Knowledge of EPIC an asset
  • Bilingual would be an asset
  • Maintenance of valid driver's license, as periodic travel may be required
What We Offer
  • Competitive salary
  • Participate in our comprehensive benefits plan on day one — no waiting period
  • Company-matched Retirement Savings Plan
  • Company-paid training and development courses
  • Community involvement
  • Hybrid work environment

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