Benefits Representative Jobs

Our client within the Financial Services Industry is seeking a Group Benefits Service Representative to join their team in Kanata (100% on-site). The key to success in this role will be your knowledge of life insurance products, knowledge of pension and investments and group benefits experience.

This is a fully onsite position (8am-4pm), 6% RRSP matching, 100% benefits coverage, health spending account, 3 weeks vacation and more!

Role & Responsibilities:

· Assist with the onboarding process of new clients for group benefits and pension.

· Manage daily support with our clients by helping them navigate through their benefits plan and connecting with insurance carriers to assist with client queries.

· Assist in the preparation of annual renewals and semi annual reports for existing clients.

· Input data and maintain accurate and current records for all clients in our client management system.

· Assist with the preparation of presentations for current and new clients. · Review and compare plan booklets and contracts.

· Develop a strong relationship with our clients HR team.

· Work with the advisor to manage calendars, support seminars, presentations, and daily activities

· Prepare new applications for individual policies including life insurance, long term disability and critical illness.

· Obtain quotes for individual health benefits and travel insurance.

Qualifications:

· 2+ years Experience in Group Benefits, Group Retirement Planning and Insurance products

·Must have working knowledge of Life Insurance products

·Must have working knowledge of pension & group benefits

·Must have experience within the financial services industry

·Strong interpersonal, customer service and communication skills (written and oral)

·Experience working as an assistant to a Financial Advisor considered an asset