Group Benefits Account Assistant – Remote Work

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

📋 Description

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

• Gather and arrange data concerning participants, premiums, claims, benefits usage, and plan outcomes.

• Facilitate the gathering of information in collaboration with group insurance providers and the underwriting team.

• Monitor upcoming renewals and perform necessary follow-up actions.

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

• Organize spreadsheets and presentations related to quotes and renewals.

• Analyze insurers’ experience reports and identify discrepancies that require follow-up.

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

• Assemble the documentation needed for quotes, renewals, and onboarding processes.

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

• Prepare files for submission to insurers and follow up on rate proposals.

• Create client communications and assist with employee enrollment initiatives.

• Collaborate with insurers, underwriters, and service providers regarding pricing, plans, technical outcomes, and implementation.

• Ensure the maintenance of complete, accurate, and compliant client files along with tracking documentation.

⛳️ Requirements

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

• Familiarity with the data collection techniques employed by underwriters and the information necessary for preparing a group insurance renewal.

• Practical understanding of using loss ratios and target loss ratios to project rates for the upcoming year based on historical data and plan outcomes.

• A 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 permitting the provision of advice to group insurance clients in Quebec is a significant advantage; candidates without one must begin the process to obtain it upon hiring in Quebec.

• CEBS, GBA, or an equivalent professional designation is an asset.

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

• Bilingualism in French and English is required.

• Excellent communication, analytical, and organizational abilities.

• Intermediate to advanced proficiency in Microsoft Excel and PowerPoint.

• Proficient knowledge of Microsoft Office.

🏝️ Benefits

• Paid sick leave and vacation.

• Competitive salary.

• Group retirement savings plan with employer matching contributions.

• Comprehensive employee benefits.

• Health and wellness spending account.

• Employee Assistance Program (EAP).

• Support for training and career development.

• Employee discount programs.

• A corporate culture team committed to diversity, inclusion, and employee initiatives.

• Activities for employee recognition and appreciation.

• Remote work opportunities within Quebec.

• Pathways for advancement into an Account Manager or Consultant position.