Benefits Specialist

GroupHEALTH Benefit Solutions; Surrey; Hybrid; CAD 60,000 - 64,000; Full time

Benefits offered by this job

RRSP matching

Extended health and dental benefits

Flexible work options

Generous paid time off

Job summary

GroupHEALTH Benefit Solutions in Surrey, BC is seeking a Benefits Specialist to deliver exceptional client service while administering a portfolio of direct clients in a hybrid office setting.

You will respond to inquiries, support onboarding, manage eligibility, and educate clients on plan design and carrier guidelines, using WEBS/CRM tools. A strong client-centric communicator with 2+ years of experience fits well here.

Qualifications

• 2+ years of customer service experience in an office or professional setting.
• Experience with group benefits is an asset.
• Post-secondary education is an asset.

Responsibilities

• Engage with clients within a proactive service model, ensuring best in class service.
• Support onboarding of new clients, ensuring a smooth transition.
• Manage plan member eligibility in a Benefits Administration platform.
• Educate clients and administer plans to carrier guidelines and policy design.
• Engage with clients and providers by email, phone, and video meetings.
• Manage claim and coverage inquiries.
• Create and deliver client presentations as required.

Skills

Customer service

Office environment

Communication

Education

High School Diploma

GBA courses/designation

Job description

About GroupHEALTH

At GroupHEALTH, we’re proud of the work we do – but it’s how we do it that truly sets us apart. We’re a fast-moving, ever-evolving, stable organization with deep roots and a bold vision: to transform the way Canadians experience benefits. We combine agility with long-term stability to create meaningful impact.

About GroupHEALTH

At GroupHEALTH, we’re proud of the work we do – but it’s how we do it that truly sets us apart. We’re a fast-moving, ever-evolving, stable organization with deep roots and a bold vision: to transform the way Canadians experience benefits. We combine agility with long-term stability to create meaningful impact. Here, you’ll find more than just a job. You’ll find a purpose-driven, people-first culture where kindness, collaboration, and curiosity thrive. Whether you’ve been here fifteen years or fifteen days, you’ll notice right away – our people are genuinely invested in one another’s success and delivering exceptional experiences to our clients and plan members.

About The Role

As a Benefits Specialist, you will play a key role in delivering exceptional client service while managing the day-to-day administration and servicing of a dedicated portfolio of direct clients. You’ll act as a trusted point of contact, ensuring clear, timely communication, responding to inquiries, and proactively supporting client needs to drive overall satisfaction. This is hybrid opportunity and based in our office in Surrey, BC, offering a balance of in-office collaboration and remote flexibility.

What To Expect In Your First 3 Months

30 Days

• Engage in 1-on-1 meetings with each Benefit Specialist to understand the work flow.
• Complete CRM and WEBS basic training
• Review of training material and resources as it pertains to systems and processes
• Demonstrate ability to use Enrol-Me.
• Demonstrate initiative and willingness to learn new skills and improve existing skills

60 Days

• Be able to determine which department at GroupHEALTH is responsible for specific lines of business/functions.
• Receive sign off for basic administrative changes
• Working understanding of each GroupHEALTH benefit and product offering
• Review and understand multicarrier eligibility guidelines
• Builds and supports teamwork with coworkers

90 Days

• Confidently work within our internal systems WEBS and CRM and able to train clients on external use of WEBS
• Solid understanding of our client service expectations and new business processes.
• Consistent achievement of reaching a target SLA of 90% and developing promoters of GroupHEALTH
• Identify a raving fan of your WOW! service within first 90 days
• Completion of Group Life and Health Primer course (4 courses)

What You'll Do

• Engage with clients within a proactive service model, ensuring best in class service
• Service and support of retention and renewal process
• Support onboarding of new clients, ensuring a smooth transition
• Manage plan member eligibility in a Benefits Administration platform
• Educate clients and administer plans to carrier guidelines and policy plan design
• Engage with clients and providers by email, phone, and video meetings, as appropriate.
• Manage claim and coverage inquiries
• Manage plan amendments, coordinating with internal departments and carriers
• Support clients with systems access and usability; provide support and training as users of multiple systems
• Responsible for maintaining accurate client documents
• Create and deliver client presentations as required

What We're Looking For

• High School Diploma required, post-secondary education an asset
• 2+ years of Customer Service experience in an office or professional services environment required
• Group benefits experience such as insurance carrier, TPA, consulting house, or advisor support an asset
• GBA courses/designation an asset

Critical Competencies

You will succeed in this role if you are:

• Client Centric – You prioritize and take action based on the needs of both internal and external clients, with a positive, can-do attitude.
• An Effective Communicator – You communicate clearly and respectfully, build strong relationships, and adapt communication styles with tact and diplomacy.
• Able to Embrace Change – You thrive in a dynamic environment, adapt quickly, and use challenges as opportunities for growth.
• Organized – You plan, prioritize, and manage your time effectively to meet deadlines.
• A Team Player – You collaborate, value diverse perspectives, and focus on shared success.

Compensation

At the time of this posting, the estimated annual base salary for this position is $60,000-$64,000. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the annual base salary only and does not encompass the comprehensive total rewards package that we proudly offer.

Why Join Us

• Beyond salary, we offer generous paid time off, extended health and dental benefits, RRSP matching, and flexible work options
• Wellness support, including comprehensive mental health resources, to prioritize your well-being both in and out of the workplace
• A supportive culture, with opportunities to grow, and where our team members feel valued and empowered to thrive

Accommodation and Inclusion

GroupHEALTH is committed to equity, diversity, and inclusion. If you need accommodation during any stage of the hiring process, please let us know! We’re here to help.