Employee Benefits Specialist

COMPANY: HMA The BENEFITS People

LOCATION: Whitby, ON

TYPE: Full-time

SALARY: $45,000

DESCRIPTION:

At HMA The Benefits People we strive to connect individuals and businesses with insurance solutions for their unique needs. We’re hiring an Employee Benefits Specialist to provide excellent customer service to Clients regarding employee benefits and life insurance.

What you’ll be doing:

As an Employee Benefits Specialist, you will support HMA’s Consultants with business acquisition requirements and provide exceptional customer service. You will work with insurance carriers to generate quotes for insurance products, and work with Clients to determine their needs, assist with forms and processes, and answer their questions about Group Employee Benefits, Life/Living Benefits, Group RSP/Pension, etc.

You will act as a liaison, managing requests between Clients and insurance carriers, and ensure all tasks are completed accurately and on time. You will play a key role in enhancing the overall customer experience.

You will be responsible for:

Quoting

• New Business and Plan Amendments for existing Clients
• Ensure data/information supplied is accurate for quoting purposes
• Obtain missing information and request Consultant intervention if required, confirming direction on follow-up and next steps
• Prepare presentation documents for Consultants

Implementation

• Assist Clients with the implementation of employee benefits plans once documents are received from the insurance carrier. This involves educating the Client about their plan and ensuring they have access to all required tools and documentation
• Coordinate Employee information sessions as required
• Prepare Group Employee Benefits Kits

Client Service

• Train or coordinate training (through carrier or TPA) Clients on how to complete plan administration tasks
• Direct Clients on how to complete change requests by accessing information related to their file
• Document files by summarizing Client activity using our brokerage operating system and other computer-based programs (HubSpot, Excel, etc.)
• Assist Consultants with scheduling Client meetings

Financial Tasks and Reporting

• Track claims for ASO Clients
• Send scheduled client reports
• Track new business and terminations in-house
• Confirm accuracy of rates at first billing following plan renewal/changes
• Enter various financial data on in-house reports

Sales & Marketing

• Support Consultants in a variety of sales and marketing activities
• Attend Prospect and/or Client meetings as required

What’s in it for you:

• Learn by working alongside a strong, supportive team of experts
• Extended health care and dental benefits including a health spending account
• A retirement savings plan with company contributions
• Assistance with the completion of industry designations
• Competitive compensation with opportunity for growth

What makes you an ideal candidate:

• Post-Secondary degree
• Willingness to learn about the employee benefits insurance industry
• Strong attention to detail and organizational capability
• A problem-solver with strong analytical skills, allowing you to make sound and well-reasoned decisions
• Superior relationship development and communication skills
• Committed to treating Clients with empathy and sensitivity, acting with professionalism and diplomacy in resolving situations and concerns
• Ability to work independently and in a team environment
• Ability to communicate at various levels, with various stakeholders, via phone, in-person, in writing, and email
• Ability to maintain confidentiality
• Proficiency with personal computer and software applications (i.e. Microsoft Word, Excel, PowerPoint, and Outlook)
• CEBS or any other industry related designation is a definite asset
• Life licensed is a definite asset

We value diversity and inclusion and encourage all qualified people to apply.

 

 We will review applications as they are received and look forward to hearing from you.