Group Benefits Account Assistant – Remote Work

This is a fully remote position, open to applicants in Canada.

📋 Description

• Assist in the preparation of quotes, renewals, and onboarding for new clients.

• Gather and organize data concerning participants, premiums, claims, benefits utilization, and plan outcomes.

• Coordinate information collection with group insurance providers and the underwriting team.

• Monitor upcoming renewals and perform necessary follow-ups.

• Utilize loss ratios and target loss ratios to approximate potential rate adjustments.

• Format spreadsheets and presentations pertaining to quotes and renewals.

• Review experience reports from insurers and identify discrepancies that need addressing.

• Act as a primary contact for both current and prospective clients by managing their inquiries and requests.

• Gather documentation necessary for quotes, renewals, and onboarding processes.

• Work collaboratively with underwriting and administration teams during the onboarding of new clients and transitions from other insurers.

• Prepare files for submission to insurers and follow up on proposed rates.

• Create client communications and assist with employee enrollment initiatives.

• Engage with insurers, underwriters, and service providers on matters of pricing, plans, technical results, and implementation.

• Ensure that client files and tracking documentation are complete, accurate, and compliant.

⛳️ Requirements

• Minimum of two years' experience in underwriting, underwriting support, group insurance, or a related field.

• Familiarity with the data collection methods utilized by underwriters and the information necessary for preparing group insurance renewals.

• Practical understanding of using loss ratios and target loss ratios to estimate future rates based on historical data and plan outcomes.

• Desire to enhance skills in account management, consulting, and business development.

• Knowledge of group insurance products, renewals, pricing, or technical results analysis is beneficial.

• A license or certificate allowing the provision of advice to group insurance clients in Quebec is a strong advantage; candidates lacking this will need to initiate the process of obtaining it upon hiring in Quebec.

• CEBS, GBA, or equivalent professional designation is a plus.

• Postsecondary education in business administration, finance, insurance, or a relevant field is advantageous.

• Bilingual in French and English is required.

• Excellent communication, analytical, and organizational abilities.

• Intermediate to advanced skills in Microsoft Excel and PowerPoint.

• Proficient working knowledge of Microsoft Office.

🏝️ Benefits

• Paid sick leave and vacation.

• Competitive salary.

• Group retirement savings plan with employer matching contributions.

• Employee benefits.

• Health and wellness spending account.

• Employee Assistance Program (EAP).

• Support for training and career development.

• Employee discount programs.

• Corporate culture team focused on diversity, inclusion, and employee initiatives.

• Activities for employee recognition and appreciation.

• Remote work opportunities in Quebec.

• Potential for advancement into an Account Manager or Consultant role.