Client Service Specialist

BenefitsPensions.com; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation with comms

Full benefits package including dental

EFAP and wellness programs

Toronto office with 9-5 schedule

Job summary

BP Consulting is seeking a detail-oriented Client Service Specialist to support our benefits consulting team in Toronto. The role emphasizes reporting, data analysis, and client communications, delivering accurate financial summaries and renewal memos.

You will format reports and presentations, analyze insurer data, and assist with RFPs and special projects for multiple clients while upholding strict confidentiality and high professionalism.

Qualifications

• Post-secondary diploma or degree in Business, Insurance, Office Administration, or related field.
• 2+ years of experience in group benefits, employee benefits administration, or financial services preferred.
• Advanced proficiency in Microsoft Excel (formulas, formatting, pivot tables, charts) and PowerPoint.
• Comfortable working with financial data, insurance documents, and carrier reports.
• Excellent English verbal and written communication skills with strong proofreading and formatting abilities.
• Strong organizational and time management skills with the ability to handle multiple priorities.
• High level of professionalism, discretion, and initiative.
• Adaptable and resourceful, with the ability to perform ad hoc duties independently and effectively.

Responsibilities

• Create and format client deliverables, including reports, briefs, financial summaries, and renewal memos.
• Build professional PowerPoint presentations for client meetings, proposals, and marketing initiatives.
• Utilize Excel to prepare billing summaries, data analysis, and comparative reports for renewals and marketing.
• Provide administrative support for consultants including scheduling, correspondence, and file management.
• Support Consultants with the RFP process, including compiling documentation, formatting submissions, and coordinating carrier responses.
• Assist with ad hoc projects, including internal initiatives, compliance documentation, client onboarding, and research tasks.
• Respond to routine and confidential communications to clients, maintaining professionalism and discretion.
• Support day-to-day processes for benefits programs, ensuring compliance with standards and eligibility rules.
• Collaborate with consultants to streamline workflows and maintain consistency in client service delivery.

Skills

Data analysis

Communication skills

Organization

Problem solving

Education

Post-secondary diploma or degree in Business/Insurance/Office Administration

Tools

Excel

PowerPoint

Job description

BP Consulting is a leading group benefits advisory firm helping Canadian employers optimize their employee benefit plans.

We are looking for a detail-oriented, analytical, and proactive Client Service Specialist. This is a key support role within our team—ideal for someone who has experience with group insurance, enjoys working with data, and can manage a variety of operational and administrative tasks, including RFP preparation, renewal support, and special projects. This role requires strong process management, accounting knowledge, customer service, be able to handle large amounts of data, and maintain accuracy.

This is not an internal HR role. We are a Group Benefits Consulting Firm that works with employers and insurance carriers. This role supports our consultants in administering benefits plans for multiple clients.

We’re seeking someone who is equally comfortable formatting reports and presentations as they are analyzing insurer data and supporting high-stakes deliverables for consultants.

Key Responsibilities

• Create and format client deliverables, including reports, briefs, financial summaries, and renewal memos.
• Build professional PowerPoint presentations for client meetings, proposals, and marketing initiatives.
• Utilize Excel to prepare billing summaries, data analysis, and comparative reports for renewals and marketing.
• Provide administrative support for consultants including scheduling, correspondence, and file management.
• Support Consultants with the RFP process, including compiling documentation, formatting submissions, and coordinating carrier responses.
• Assist with ad hoc projects, including internal initiatives, compliance documentation, client onboarding, and research tasks.
• Respond to routine and confidential communications to clients, maintaining a high degree of professionalism and discretion.
• Support day-to-day processes for benefits programs, ensuring compliance with standards and eligibility rules.
• Collaborate with consultants to streamline workflows and maintain consistency in client service delivery.

Qualifications & Skills

• Post-secondary diploma or degree in Business, Insurance, Office Administration, or related field.
• 2+ years of experience in group benefits, employee benefits administration, or financial services (preferred).
• Advanced proficiency in Microsoft Excel (formulas, formatting, pivot tables, charts) and PowerPoint.
• Comfortable working with financial data, insurance documents, and carrier reports.
• Excellent English verbal and written communication skills with strong proofreading and formatting abilities.
• Strong organizational and time management skills with the ability to handle multiple priorities.
• High level of professionalism, discretion, and initiative.
• Adaptable and resourceful, with the ability to perform ad hoc duties independently and effectively.

Why Join Us?

• Fast-growing brokerage firm with meaningful growth and advancement opportunities.
• Competitive compensation with commission opportunities.
• Full benefits package including dental, vision, extended health care, and an Employee & Family Assisted Program (EFAP).
• Team-oriented, supportive work culture and regular company events.
• Office located in Toronto with a Monday–Friday, 9-5pm schedule.