Account Management Coordinator

2 weeks ago

Surrey, Canada ICBA Benefit Services Ltd. Full time

**Opportunity**

Helping businesses keep a promise to their employees is a great feeling, and that is what we deliver every day. We are one of the pre-eminent construction industry and business associations in Canada, and we are looking for great team members who want to feel fantastic about the benefit plan services they provide and the good they do.

For nearly 50 years, the **Independent Contractors and Businesses Association (ICBA)** has been the voice of B.C.’s construction industry. Today, ICBA represents more than 4,000 members and clients, protects 150,000 Canadians on one of our plans, and is one of the leading third-party providers of group health and retirement benefits in B.C. and the single largest sponsor of trades apprentices in the province. ICBA undertakes public policy research and advocacy initiatives focused on the construction sector and responsible resource development.

**Summary**

**Responsibilities**
- Inter-departmental collaboration and coordination
- Systems management - CRM, Cloud Advisors, MyHSA, etc.
- Preparation and follow up on deliverables for client meetings
- Participation in new group set-up and ensuring smooth onboarding of clients
- Updating the CRM of client changes and communicating company wide
- Providing information to clients for select company offerings
- Work closely with the Underwriting and Admin department for renewals and new business
- Implementing certain admin tasks in user portals
- Performing other duties as required

**Requirements**:

- Strong communication skills (verbal and written), multi-tasking and superior attention to detail
- Highly professional and organized with the ability to meet time sensitive deadlines and contribute in critical projects
- Proficient with MS Office, especially strong with Excel and Word; experience with data repositories such as SharePoint an asset
- Ability to master new software quickly and efficiently
- Capable, self-motivated, able to work well alone and as part of a team
- Friendly, professional, and polite with experience in customer service
- Aptitude with numbers and with accurate data entry
- Task and project focused
- Ability to document and maintain processes
- Interpersonal skills: team player, tactful, sensitive, flexible, works well with others
- Previous group benefits administration experience is an asset

**Rewards**
- We offer:

- A competitive base salary
- Team Bonus structure
- Full benefits package
- RRSP matching
- Vacation
- Parking/Transportation allowance
- We encourage professional development and designations, as well as pursuing learning & development opportunities as part of a growing organization

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Wellness program

Schedule:

- Monday to Friday

Work Location: One location

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