Benefits Specialist

You are **organized** and your attention **to detail is outstanding highly effective communicator**

You love the idea of working in a **dynamic and fast paced environment**

You get satisfaction from providing solutions to clients and colleagues

If this sounds like you, then we’d love to hear from you

**What’s the ask?**

The **Benefits Specialist, Custom Solutions** is responsible for developing tailored solutions for prospects and clients in collaboration with the Business Development and Benefits teams. These solutions take many forms ranging from critical evaluation of the current programs and providers in place, support through changes, and customized communications in the client brand to support critical employee messages. In addition to developing solutions for our clients and prospects, this position will also support the business development activity through the creation of documents that support the sales cycle and describe the value our team can bring based on the unique needs of each prospect.

The **Benefits Specialist** duties will include, but are not limited to:
**Marketing and Communications**
- Prepare and/or peer review employee communications;
- Create, document, update responses for Request for Proposal (RFP) consulting services;
- Responsible for consistency and correct use of brand identity and voice according to brand guidelines both internally and externally
- Development of marketing pieces to assist with the sales process

**Client Service**
- Manage client block load of varying complexities for our Global Benefits Clients/Prospects.
- Prepare specifications for marketing;
- Coordinate carrier finalist presentations;
- Accountable for the smooth transition of benefits to new carriers, ensuring any client risk and exposure is mitigated (i.e. plan mapping, member coverage, communication);
- Prepare and/or peer review benefits summaries;
- Review contract, booklet and collective agreement differences and identify risk exposure;
- Prepare and/or peer review employee survey questionnaire and presentations;
- Assist on specific projects, initiatives and research
- Accountable for preparation of all financial aspects including, renewals, quote comparisons, amendment pricing and financial reporting with support as required from the Senior Underwriter, Custom Solutions
- Perform commission reconciliations and analysis;
- Analysis of financial and/or plan design benchmarking and preparation of reports/presentations;
- Conduct and/or peer review employee presentations.

**What does it take?**
- Demonstrated experience in the Group Benefits industry and asset
- Individual Agent License (LLQP) and/or willing to work towards within one year;
- Strong working knowledge of Microsoft Office with including Excel, PowerPoint, Word
- Ability to manage time-sensitive deadlines in a fast-paced environment;
- Proficient in written/spoken French an asset.

**Who we are**

Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With close to 500 employees operating out of 12 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

- deliver insurance and risk management solutions to businesses, organizations and individuals
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

**What sets us apart?**

**Be in good company**
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

**Challenge your thinking**
You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

**Grow together**
We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

**Benefits and perks**
- Competitive salary
- Participate in our comprehensive pension and benefits plan on day one — no waiting period
- Company-matched Registered Pension Plan
- Company-paid training and development courses
- Community involvement

**Are you interested?**

Send in your cover letter and resume and share your unique story with us.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.