Group Benefits Account Associate

Established in 1966, Masters Insurance is one of Ontario's largest, independently owned brokerages that specializes in insurance and bonding solutions for the construction and development industries. As a rapidly growing company with an enduring passion for supporting our businesses, and our communities, we also offer personal and commercial insurance, group benefits and financial planning services.

Position Summary

The Group Benefits Account Associate will partner closely with Masters Principals to service and support a diverse and growing portfolio of clients. This role is responsible for marketing both new and existing accounts and requires a highly motivated individual who can adapt to changing priorities while consistently delivering exceptional client service.

Benefits

• Competitive compensation package
• Generous health and dental benefits program, including Healthcare Spending Account
• Robust Group Retirement Savings program with company matching
• Reimbursements of license fees and professional membership dues
• Full support of continuing education and growth opportunities, including career mentorship with

senior management
- One (1) day WFH a week will be offered after training has been completed
- Epic year-round employee events
- Opportunities to give back to our communities through philanthropic programs
- Membership to an exclusive employee discount program
- Discounts to gym membership and select local retailers

Masters assist employees by paying for work related courses, as well as annual licensing and designation fees, including Life License designations

Key Accountabilities

Act as liaison between the Insurance Company and the client.

Renewals:

• Coordinate upcoming renewals with the Managing General Agency (MGA)
• Review renewal and marketing materials prepared by the MGA to ensure accuracy and completeness
• Follow up on negotiations and proactively communicate renewal status to clients
• Arrange and participate in client meetings to present the final negotiated renewal terms
• Address and follow up on any changes, issues, or requests arising from client meetings

Marketing/Amendments:

• Work with the Managing General Agency (MGA) to obtain quotations for marketing accounts
• Schedule and coordinate presentation meetings with clients
• Submit all completed and signed documentation to the selected carrier for processing and plan set-up
• Coordinate the delivery of required enrolment materials for distribution at employee information meetings
• Follow up with clients to ensure the group plan is properly installed and operating smoothly
• Assist with plan or eligibility changes, liaising with the MGA and carrier as required

Customer Service:

• Respond to client inquiries via email and telephone in a professional and timely manner
• Proactively follow up with clients to ensure all outstanding issues and concerns are resolved
• Schedule client appointments and coordinate meetings with internal team members
• Accurately document all client inquiries, requests, and resolutions

Candidate Qualifications

• A minimum of two (2) years of work experience in Group Benefits is preferred.
• Life Licensed candidates preferred
• Proficient in Microsoft Office Programs including Outlook, Word and Excel. PowerPoint experience is an asset.

Skill Sets Required

• Effective verbal and written communication skills
• Excellent organizational and time management abilities
• Self-motivation with ability to problem-solve with limited supervision
• Flexibility to work in a fast-paced and dynamic environment with changing priorities

Ability to work independently and as a team member
- Accurate data entry skills with extra attention to detail and overall accuracy

Masters Insurance Limited is an equal opportunity employer dedicated to fostering an inclusive and accessible workplace. We are committed to accommodating the needs of applicants in compliance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act at every stage of the recruitment and selection process. If you require accommodation, please contact us