Benefits Associate

6 days ago

London, Canada VIVID Insurance Agency LTD Full time

**Job Title: Benefits Associate**

As a Benefits Associate at VIVID Insurance, you will play a crucial role in helping our advisors manage existing client relationships and forge new ones. This position offers an exciting opportunity for someone with employee benefits experience who is looking to grow alongside our firm.

**Key Responsibilities**

**New Business**:

- Collaborate with the VIVID team to create marketing strategies and compelling proposals to attract new clients.
- Serve as a liaison with insurance carriers to ensure seamless communication and efficient operations.
- Develop marketing rate spreadsheets and work closely with the VIVID team to create customized client proposals.
- Take charge of new group enrollment and onboarding processes.
- Help conduct employee information sessions aimed at educating employees on their benefits packages

**Service**:

- Maintain regular communication with clients to provide updates on their benefit plans and address any inquiries or concerns.
- Facilitate enrollment and termination processes for employees, ensuring accuracy and compliance.
- Provide experience reporting throughout the year to major clients.

**Renewal**:

- Lead negotiations with insurance carriers to secure the best possible renewal terms for clients.
- Prepare comprehensive renewal reports for clients, outlining their current coverage and potential enhancements, and any rate changes.
- Arrange client meetings for advisors to discuss renewal options with clients.

**Additional Responsibilities**:

- Assist in the preparation of meeting packages, including quotes and presentation drafting.
- Prepare policy contracts and relevant documents for placement and submission to insurance carriers.
- Handle client correspondence related to beneficiary changes, banking updates, and claims processing.

**Qualifications and Skills**:

- 2+ years of experience in the benefits and retirement industry.
- GBA or CEBS Designation preferred.
- Strong communication and interpersonal skills to effectively interact with clients and team members.
- Excellent organizational abilities and attention to detail to manage multiple tasks and projects.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM software such as Salesforce, is preferred.
- A proactive and results-oriented mindset, with the ability to take ownership and solve problems independently.

**Compensation**
- Salary: $65,000 - $80,000
- Bonus compensation up to 10% of the base salary

**Company Overview**

VIVID Insurance is on a mission to simplify the world of insurance through customer-centric advice and diligent service. With 25% YoY growth in our Employee Benefits division, we are seeking a dynamic professional to join our expanding team. Focused on the veterinary industry and servicing 600 vets and 150 clinics, we offer specialized expertise in a rapidly growing market. As part of our commitment to employee growth, we provide future advancement and leadership opportunities.

Join us at VIVID Insurance, where your career can flourish in an environment dedicated to excellence and industry leadership.

**Salary**: $65,000.00-$80,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Wellness program

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- London, ON N6A 5P3: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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