Assistant Director, Plan Administration

AGA Financial Group inc.; Montreal (administrative region); Hybrid; CAD 94,000 - 118,000; Full time

Job summary

AGA Benefit Solutions in Montreal is seeking a senior leader to oversee plan administration and implementation teams, driving processes and best practices for excellent client experience. You will manage a diverse team, align with cross-functional groups, and push ongoing improvement across the department.

The role requires 5–8 years in people management, knowledge of group insurance or financial services, and strong bilingual communication. A collaborative, compliant environment is emphasized.

Qualifications

• University or college degree in Business Administration, Management, or related field.
• Minimum 5–8 years of personnel management experience.
• Experience in group insurance or financial services is a strong asset.
• Knowledge of client experience best practices is essential.
• Strong organizational, prioritization, and multi-project skills.

Responsibilities

• Oversee plan administration analysts and implementation analysts and work with the Assistant Director, Implementation.
• Establish processes, tools, and best practices for optimal client experience through the lifecycle.
• Directly supervise a team, set performance objectives, and conduct reviews.
• Develop department structure and improve processes for renewals, amendments, and cancellations.
• Ensure quality, compliance, and timely delivery of work; monitor KPIs.

Skills

Leadership

People management

Bilingual English/French

Microsoft 365 Suite

Communication

Project management

Education

University or college degree in Business Administration or related field

Tools

Microsoft 365 Suite

Job description

Annual salary: $94,331 – $117 914 + 10% bonus

Minimum 5 to 8 years of experience

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!

Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment. Discover why working at AGA Benefit Solutions is so rewarding by visiting our Career page .

Your mandate will consist in...

Your mandate will consist of being responsible for overseeing the plan administrationanalysts and the implementation analysts and working closely with the Assistant Director, Implementation. In addition, you will help establish the processes, tools, and best practices required to ensure an optimal client experience throughout the entire client lifecycle. Read on to discover the skills and qualifications you’ll need to thrive at AGA!

Your main tasks will include:

Team Management

• Directly supervise a team of analysts, a coordinator, and a specialist;
• Establishannual performance objectives forteam members, conduct regular performance reviews, and implement development and coaching plans;
• Support analysts in managing more complex client files;
• Provide direct guidance to employees in resolving challengingsituations.

Department Development

• Actively collaborate inrefining the department’s structure, roles, and responsibilities;
• Develop, enhance, and implement processes, procedures, and tools to ensure the efficiency and quality of contact amendments, renewals, and cancellations;
• Align work practices primarily with the Assistant Director, Implementation, as well as with other internal teams (AGA +PLUS, Consulting and services, Underwriting, etc.);
• Participate in organizing and continuously improving monthly team meetings.

Quality, Compliance, and Client Experience

• Ensure quality, compliance, and timely delivery of work;
• Define, implement, and monitor keyperformance indicators (KPIs) relevant tothe department;
• Support the development of tools and processes related to training provided to plan sponsors to ensure a positive client experience from the moment of enrolment;
• Represent the department in cross-functional projects and internal committees;

Training and EmployeeDevelopment

• Participate inthe development and follow-up of onboarding programs for new team members;
• Contribute to the ongoing training of employees on processes, procedures, and tools;
• Collaborate with the Training and Documentation team to design, implement, and monitor learning initiatives aligned with the organization’s strategic objectives;
• Participate in succession planning for key positionswithin the team;

Collaboration and Continuous Improvement

• Maintain up-to-date work documentationto reflect insurer and provider requirements;
• Ensure information is consistently organized and easily accessible across internal platforms;
• Identify and implement continuous improvement initiatives to optimize operational efficiency and enhance client satisfaction;

Other Responsibilities

• Participate in recruiting team members, in collaboration with Human Resources;
• Perform any other related duties as assigned by the Director.

Required Qualifications:

• University or college degree in Business Administration, Management, or a related field;
• Minimum of 5 to 8 years of relevant experience, including demonstratedexperience in personnel management;
• Experience in group insurance or the financial services industry(a strong asset);
• Knowledge of client experience best practices;
• Strong proficiency in Microsoft 365 Suite;
• Excellent written and verbal communication skills in both English and French (Proficiency in English is required, as administrative transactions must be processed in both languages. A detailed analysis and thorough understanding of contractual administrative information related to insurance enrollments and changes—free of errors—are also essential) ;
• Strong organizational, prioritization, and multi-project management skills;
• Demonstrated leadership, autonomy, adaptability, and the ability to positively influence others;
• Strong coaching and facilitation skills, with a genuine interest in employee development;
• High level of professionalism, integrity, and discretion regarding confidential information.

Are you inquisitive, self-reliant and unafraid of the unknown?

AGA welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.