Client Support Specialist

6 days ago

Toronto, Canada Group Quest Full time

As a Group Benefits Managing General Agent (MGA+), we work in partnership with advisors and insurance carriers to provide full back-office support and services in all aspects of group benefits. We're a team of entrepreneurial thinkers, with a relentless drive to get things done, passionate about what we do and the innovative impact we are making.

**The Client Support Specialist will**:

- MGA Onboards & Offboards
- Manage and process the submissions of all MGA appointment letters
- Manage and process the submissions of Agent of Record letters
- Manage and process the submissions of policy termination letters
- Pulling and preparing experience reports, including more detailed in-depth chartered reports for larger groups
- Contact Carriers/Sales Representatives and/or CSRs to discuss and resolve any issues
- Database contacts and maintenance
- Employee data monthly pull
- New Carrier direct sales
- Plan summaries
- Firm and Client Logo uploading
- License & Errors and Omissions submissions
- Manage ad hoc requests from advisors within the scope of our value proposition/product offering

**To be a successful Client Support Specialist with GroupQuest you will need**:

- Completion of a post-secondary education.
- 1+ years of experience in data entry or administrative roles preferably in Group Benefits.
- Strong working knowledge of Microsoft Office Suite.
- Excellent command of the English language, including strong written and verbal communication.
- Strong analytical skills with high attention to detail.
- Comprehensive knowledge of group benefit plans and terminology.
- Excellent reasoning, judgment and decision-making abilities.
- Able to work independently and as part of a team.
- Time-management skills and able to thrive in a fast-paced environment.
- Bilingualism in both official languages English & French

**What’s in it for you**:

- Learn by working alongside our experts
- 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 the completion of industry designations
- Competitive compensation

GroupQuest is a leading MGA (Managing General Agency) supporting insurance advisors across Canada. We specialize in group benefits and individual insurance solutions, offering access to market-leading products, quoting tools, and back-office support. Our goal is to empower advisors with the tools and partnerships they need to grow and thrive.

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