Benefits Specialist

Owen & Associates is looking for individuals interested in taking a step in their career as a Benefits Specialist on our team This position requires a love for building relationships, providing excellent customer service and processing / maintaining client files. As an industry leader, Owen & Associates maintains a high level of excellence for service and advice. The role will have considerable focus on client retention and experience and in this position, you will service an existing book of business.

Owen & Associates is a leading consulting and brokerage firm that helps global companies establish and manage comprehensive employee benefit solutions for their Canadian businesses. We have been in business for over 22 years and have grown every year since inception. Our team currently consists of over 20 staff members in various roles, assisting over 400 corporate clients across Canada and managing partner relationships in over 150 countries worldwide.

Owen and Associates was founded with a view of combining industry experience with a client-centered approach to deliver outstanding service and unique solutions to their clients. Owen & Associates has been involved in international business for many years.

**Responsibilities**:

- Daily administration of Group Benefit & Retirement plans
- Provide excellent service to the employee populations of a defined client base
- Enroll, terminate and edit plan member statuses to ensure carrier records are up to date and accurate
- Maintain all client files and correspondence to comply with O&A Standards
- Perform reviews / audit of plan members information
- Maintain a high-touch service schedule with clients to ensure proactive initiative
- Assist clients and employees with their inquiries and follow-ups either on your own or by coordinating with the carrier representative
- Assist the client and employees in claim management, billing inquiries and extension of benefits coordination
- Conduct employee meetings when required
- Conduct quarterly meetings with the client and action any follow-up items required
- Direct on-boarding of new clients by working closely with the carrier and client, gathering enrollment and underwriting materials, and ensure proper roll-out of the program
- Maintain knowledge of all carrier administration portals
- Keep up to date with industry trends and activities by participating in webinars, seminars, etc.

**Requirements**:

- Detail orientated and comfortable working in a fast-paced office environment
- Excellent organizational skills and dedication to completing projects in a timely manner
- Exceptional customer service skills and ability to build rapport
- Four or more years of customer service and/or client facing experience
- Interpersonal, communication skills both written and verbal
- Highly flexible, self-motivated & able to multi-task
- Must clear a Background Check
- Positive attitude, solution oriented and a team player
- Available to work in office
- Strong Working knowledge of Excel, Word, Outlook and PowerPoint

**Assets**:

- Working knowledge of Employee Benefit and Retirement Plans
- Experience with employment standards, labour relations or laws
- Life License Course & Examination (LLQP) and GBA / CEBS Exam completion
- Bilingual (French and English)

**We offer**:
A comprehensive compensation package, including a base salary plus a performance bonus, competitive retirement plan & group benefits, a flexible work environment, continuing education & training. Awesome corporate culture, a team environment and company events. Growth opportunities in an expanding organization and exposure working in international markets.

**Job Types**: Full-time, Permanent

**Salary**: From $45,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Overtime pay

Ability to commute/relocate:

- Collingwood, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- benefits administration: 1 year (preferred)
- Customer service: 3 years (preferred)

Work Location: Hybrid remote in Collingwood, ON