Client Services Specialist

2 months ago


Surrey, British Columbia, Canada GroupHEALTH Benefit Solutions Full time

About GroupHEALTH Benefit Solutions

We are a leading Canadian provider of employee benefits, comprising GroupHEALTH Benefit Solutions, GroupSource, Manion Wilkins & Associates Ltd, and Disability Management Institute, along with seven other operating companies. Our organization holds a substantial controlling interest in these companies and is a wholly owned subsidiary of Munich Re New Ventures, a division of Munich Re—one of the world's leading providers of reinsurance, primary insurance, and insurance-related risk solutions.

Your Role

We are seeking a skilled Account Manager to join our Client Services team. This role is eligible to work remotely anywhere in Canada. As an Account Manager, you will be responsible for managing and leading an assigned block of business for small to large client accounts. You will serve as a strategic advisor to clients, coordinating with internal stakeholders while taking responsibility for the complete client relationship with GroupHEALTH. You will also provide mentorship and support to staff at the Benefit Specialist level. This is a remote opportunity in Canada.

Your Impact

  • You will build strong relationships with clients by establishing a trusted advisor role; provide consistent, superior relationship management to create a WOW experience for clients and a reference for GroupHEALTH.
  • You will build solid relationships with affiliate partners, supporting the sales process as needed.
  • You will support company goals around client retention.
  • You will prepare renewals and present to clients.
  • You will lead and support regular claims experience review and annual renewal meetings.
  • You will maintain or exceed established service levels and KPIs.
  • You will provide leadership and mentorship of the Benefit Specialists in delivery of the WOW Factor to clients.
  • You will Support the ongoing training of Benefit Specialists with all aspects of client service, including, but not limited to claims investigations, plan amendments, product knowledge, and updating plan documentation.
  • You will develop, coordinate, and deliver client and plan member education sessions, demos, and other presentations in various modalities (virtual webinars, pre-recorded, and in-person).
  • You will collaborate with the Underwriting department to obtain quotes and alternates.
  • You will act as a liaison for managing all escalated claims inquiries, including, but not limited to Life, disability, and other pooled benefits.
  • You will proactively communicate with and educate clients on new products and services.
  • You will understand underwriting arrangements, financial reports for ASO accounts, and claims experience reports; review and monitor where necessary.
  • You will oversee complex claim and coverage inquiries along with complex premium and billing inquiries.
  • You will manage escalated client matters by providing recommendations and making supported decisions.
  • You will provide financial, contractual, and/or administrative analysis and reviews to clients.
  • You will analyze claims experience, collaborating with Underwriting on plan design recommendations and pricing.

What to Expect

During your first 90 days, you will:

  • Learn specific accounts and have a good understanding of them.
  • Gain a full understanding of virtual carrier administrative guidelines within 3 months.
  • Develop leadership skills, serving as a mentor for coworkers while building and supporting teamwork.
  • Identify a raving fan of your WOW service.
  • Develop a solid understanding of the underwriting process for new business, alternates, and renewals.
  • Understand financial arrangements and financial reports for ASO accounts.
  • Gain a strong understanding of the full-service model as it pertains to high-touch servicing of clients and required client experience service calls.
  • Develop a strong understanding of the process for new group setup.
  • Consistently achieve a target SLA of 90% and develop promoters of GroupHEALTH.

This Is You

  • You have 3-5 years of related group benefits experience working for an insurer or consultant/broker.
  • You have strong interpersonal and relationship management skills.
  • You have your LLQP.
  • You are proficient in MS office programs.
  • You are comfortable and have experience presenting to groups and facilitating learning sessions.

This Is Nice

  • You already have your GBA or CEBS Designation (or working towards).
  • You have experience with CRM systems.
  • You have a university degree.

What You'll Get

  • Competitive compensation.
  • A comprehensive and competitive benefits package.
  • Starting at 3 weeks' vacation, plus flex days to help you achieve that work-life balance.
  • Wellness programs to support you in and out of the office.
  • Learn and grow with us through our employee education program.

Your Compensation

At the time of this posting, the estimated annual base salary pay range for this position is $68,000-$75,000. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the annual base salary only pay and does not encompass our comprehensive total rewards, benefits, and potential bonuses that we proudly offer.

Why You Will Love Working for GroupHEALTH

Professional Development

We are a fast-growing company, and as a result, there are ample opportunities for career growth and professional development when you join our team. From a transparent promotion structure and defined career paths to a wide range of learning and development opportunities, we do what it takes to invest in your career and help you hone your skills so you can grow alongside us.

Health & Wellness Benefits

We offer a comprehensive array of health and wellness benefits that provide choices so you can tune your benefits plan to fit your unique needs.

Events and Socials

When you join our team, you'll enjoy everything from virtual company-wide teaching and training days, industry events, Happy Fridays, team social events, and much more.



  • Surrey, British Columbia, Canada beBee Professionals Full time

    Client Support SpecialistbeBee Professionals is seeking a highly skilled Client Support Specialist to join our team. The successful candidate will be responsible for providing exceptional support to our clients, ensuring that their needs are met and exceeded. Key responsibilities include handling customer inquiries, resolving customer issues, and maintaining...


  • Surrey, British Columbia, Canada beBee Professionals Full time

    We are seeking a Customer Experience Specialist to provide exceptional customer service to our clients at beBee Professionals in Surrey. The ideal candidate will have a minimum of two years of customer service experience, excellent communication and interpersonal skills, and the ability to work independently and as part of a team.The successful candidate...


  • Surrey, British Columbia, Canada Fraser Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Fraser Health. As an Administrative Support Specialist, you will play a vital role in providing exceptional support to our clients and staff.Key ResponsibilitiesFront Desk Operations: Greet clients and visitors, answer and direct phone...


  • Surrey, British Columbia, Canada Fraser Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Fraser Health. As an Administrative Support Specialist, you will play a vital role in providing exceptional support to our clients and staff.Key ResponsibilitiesFront Desk Operations: Greet clients and visitors, answer and direct phone...


  • Surrey, British Columbia, Canada FIREFOX COUNSELLING LTD. Full time

    Position OverviewAs a Client Support Specialist at FIREFOX COUNSELLING LTD., you will play a crucial role in assisting individuals and families in navigating their challenges. Your expertise will be vital in ensuring clients receive the appropriate services tailored to their needs.QualificationsEducation: Secondary (high) school graduation...


  • Surrey, British Columbia, Canada FIREFOX COUNSELLING LTD. Full time

    Position OverviewAs a Client Support Specialist at FIREFOX COUNSELLING LTD., you will play a crucial role in assisting individuals and families in navigating their challenges. Your expertise will be vital in ensuring clients receive the appropriate services tailored to their needs.QualificationsEducation: Secondary (high) school graduation...


  • Surrey, British Columbia, Canada FIREFOX COUNSELLING LTD. Full time

    Position OverviewAs a Client Support Specialist at FIREFOX COUNSELLING LTD., you will play a crucial role in assisting individuals and families in navigating their challenges. Your expertise will be vital in determining the necessary services required for our clients.QualificationsEducation: Secondary (high) school graduation certificateExperience: 1 year to...


  • Surrey, British Columbia, Canada FIREFOX COUNSELLING LTD. Full time

    Position OverviewAs a Client Support Specialist at FIREFOX COUNSELLING LTD., you will play a crucial role in assisting individuals and families in navigating their challenges. Your expertise will be vital in determining the necessary services required for our clients.QualificationsEducation: Secondary (high) school graduation certificateExperience: 1 year to...


  • Surrey, British Columbia, Canada FIREFOX COUNSELLING LTD. Full time

    Position OverviewAs a Client Support Specialist at FIREFOX COUNSELLING LTD., you will play a crucial role in assisting individuals and families in navigating their challenges. Your expertise will help determine the necessary services required for effective support.QualificationsEducation: Secondary (high) school graduation certificateExperience: 1 year to...


  • Surrey, British Columbia, Canada FIREFOX COUNSELLING LTD. Full time

    Position OverviewAs a Client Support Specialist at FIREFOX COUNSELLING LTD., you will play a crucial role in assisting individuals and families in navigating their challenges. Your expertise will help determine the necessary services required for effective support.QualificationsEducation: Secondary (high) school graduation certificateExperience: 1 year to...


  • Surrey, British Columbia, Canada Zeal Janitor Services Ltd. Full time

    About Zeal Janitor Services Ltd.We are a leading provider of cleaning services, dedicated to delivering exceptional results to our clients.Job SummaryWe are seeking a highly motivated and detail-oriented Cleaning Services Specialist to join our team. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and...


  • Surrey, British Columbia, Canada Zeal Janitor Services Ltd. Full time

    About Zeal Janitor Services Ltd.We are a leading provider of cleaning services, dedicated to delivering exceptional results to our clients.Job SummaryWe are seeking a highly motivated and detail-oriented Cleaning Services Specialist to join our team. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and...


  • Surrey, British Columbia, Canada GroupHEALTH Benefit Solutions Full time

    About GroupHEALTH Benefit SolutionsGroupHEALTH Benefit Solutions is a leading Canadian provider of employee benefits, comprising a family of companies that offer a range of services to support the health and well-being of employees.Job SummaryWe are seeking an experienced Account Manager to join our Client Services team. This role is eligible to work...


  • Surrey, British Columbia, Canada GroupHEALTH Benefit Solutions Full time

    About GroupHEALTH Benefit SolutionsGroupHEALTH Benefit Solutions is a leading Canadian provider of employee benefits, comprising a family of companies that offer a range of services to support the health and well-being of employees.Job SummaryWe are seeking an experienced Account Manager to join our Client Services team. This role is eligible to work...


  • Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job SummaryWe are seeking a highly skilled Member Experience Professional to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our clients.Key ResponsibilitiesOnboard and initiate relationship conversations and introductions...


  • Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job SummaryWe are seeking a highly skilled Member Experience Professional to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our clients.Key ResponsibilitiesOnboard and initiate relationship conversations and introductions...


  • Surrey, British Columbia, Canada Westland Insurance Full time

    About the RoleWe are seeking a highly skilled Renewal Retention Specialist to join our team at Westland Insurance. As a key member of our insurance services team, you will be responsible for delivering exceptional customer service and promoting client retention.Key ResponsibilitiesDeliver superior customer service that promotes client retentionUncover...


  • Surrey, British Columbia, Canada KAMNI SALON INC. Full time

    About the RoleWe are seeking a skilled Esthetician to join our team at KAMNI SALON INC. as a Client Care Specialist.Key ResponsibilitiesClient Care: Provide exceptional customer service to clients, ensuring their needs are met and exceeded.Body Treatments: Perform a range of body treatments, including waxing, eyebrow threading, and other services.Client...


  • Surrey, British Columbia, Canada KAMNI SALON INC. Full time

    About the RoleWe are seeking a skilled Esthetician to join our team at KAMNI SALON INC. as a Client Care Specialist.Key ResponsibilitiesClient Care: Provide exceptional customer service to clients, ensuring their needs are met and exceeded.Body Treatments: Perform a range of body treatments, including waxing, eyebrow threading, and other services.Client...


  • Surrey, British Columbia, Canada KAMNI SALON INC. Full time

    About the RoleWe are seeking a skilled Esthetician to join our team at KAMNI SALON INC. as a Client Care Specialist.Key ResponsibilitiesClient Care: Provide exceptional customer service to clients, ensuring their needs are met and exceeded.Body Treatments: Perform a range of body treatments, including waxing, eyebrow threading, and other services.Client...