Group Benefits and Group Retirement Administrator
2 days ago
As a Group Benefits and Group Retirement Administrator at TruStone Financial Inc., you will play a pivotal role in delivering exceptional service to our advisors and clients in benefit plans and group retirement plans. Our company is dedicated to providing independent financial advisors with top-notch service and developing meaningful relationships.
About Us
We are an MGA (Managing General Agent), operating on behalf of insurers to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With a focus on training, marketing, and technology, we continually innovate to provide the highest level of service possible for our advisors.
Job Description
We are seeking a highly skilled Benefits Administrator Specialist to join our team. As a key member, you will be responsible for:
- All Request to Quote documents, gathering necessary requirements to send to carrier partners
- Renewal document completion, preparation of proposal documents for advisors using our approved template, and market survey documents with execution to selected carrier partners
- New sales processing, tracking group sales, and inputting data into WealthServ for reporting
- Processing group transfers and terminations
- Facilitating client changes and completing service needs
- Maintaining carrier, advisor, and carrier email correspondence for documentation purposes and risk mitigation
- Assisting with Marketing team initiatives
Requirements and Qualifications
We are looking for a professional with:
- 1+ years' experience in administration of Group Benefit/Group RSP plans (an asset)
- Excellent verbal and written communication skills
- Ability to build and maintain relationships with staff, advisors, and other stakeholders
- Proficiency in Microsoft Excel
- Professionalism and respectful conduct in the workplace
- Language proficiency in English for communicating with customers, advisors, or employees across Canada
Benefits
We offer a comprehensive total rewards package that includes:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
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