Strategic Benefits Solutions Consultant
1 day ago
We are seeking an experienced Managing Consultant to join our team in Kelowna. This key role will be responsible for retaining and growing relationships with group benefits clients, working closely with supporting teams to unlock opportunities and provide tailored solutions.
Main Responsibilities:- Develop strategic consulting plans for client relationships
- Identify cross-selling opportunities that add value for clients
- Review plan performance and client files to understand claims experiences
- Prepare market specifications for clients using internal and external quoting systems
- Analyze data and multiple carrier proposals, prepare cost comparisons, facilitate finalist presentations as required, and make recommendations on the best option for the client
- Conduct ad-hoc investigations of claims data to explain trends to clients
- Collaborate with analysts and underwriters for client renewals, reporting, and reviews, creating commentary presented to clients
- Provide technical and peer review work for analysts and other associates
- Coordinate new business implementation
- Prepare documents for client presentations and meet in person to deliver client information
- Support working relationships with Plan Sponsors, Plan Administrators, and Representatives
- Reach across the organization to leverage expertise and relationships for client concerns or upsell/cross-sell opportunities
- Track ongoing work, update workflow systems regularly, and as necessary
- Bachelor's degree (or equivalent) relevant to Commerce or Business Administration
- Minimum 3-5 years' experience in group benefits in a client-facing role
- Understanding of the group benefits industry, including funding arrangements
- A Life license is required
- A customer service-oriented mindset, entrepreneurial spirit, and ability to adapt to a changing environment
- To be self-motivated and able to work independently
- Proficiency in Microsoft Office, Adobe Acrobat
- Proficiency and comfort working with multi-channel technology
- Valid driver's license and consistent access to a vehicle
- Life License (LLQP)
- 2+ years' experience in the group benefits industry in a client-facing role
- Excellent problem-solving and troubleshooting skills
- Understanding of the group benefits industry, including funding arrangements
- Excellent communication skills, both written and verbal
- Ability to multitask and prioritize to meet client and internal needs
- Excellent reasoning, judgment, and decision-making abilities
- Good verbal and conflict resolution skills, and very good written and listening skills
- Able to work independently and as part of a team
- GBA or CEBS designation considered an asset
- Learn by working alongside experts
- Extended healthcare and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for completing industry designations
- Competitive compensation: $90,000 - $120,000 per year
We offer a comprehensive compensation package that includes a competitive base salary of $90,000 - $120,000 per year, depending on experience. Additionally, we provide extended health care and dental benefits, a retirement savings plan with company contributions, a suite of Health & Wellness offerings, mental health programs and support for you and your family, assistance for completing industry designations, and more.
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