Client Services Specialist: Benefits & Data Analytics

BenefitsPensions.com; Toronto; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation with comms

Full benefits package including dental

Office located in Toronto, 9-5

Job summary

BP Consulting is a leading group benefits advisory firm helping Canadian employers optimize their employee benefit plans. We seek a detail-oriented Client Service Specialist to support consultants with administrative tasks and data analysis.

The role involves preparing reports, creating client deliverables, and building PowerPoint presentations for meetings and renewals. Strong Excel skills and professional communication are essential for success.

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.
• Advanced proficiency in Microsoft Excel (formulas, formatting, pivot tables) and PowerPoint.
• 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.

Responsibilities

• Provide administrative support for consultants and service team.
• 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.
• Support Consultants with the RFP process, including compiling documentation, formatting submissions, and coordinating carrier responses.
• Assist with company 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.

Skills

Excel proficiency

PowerPoint

Data analysis

Client service

Communication skills

Time management

Organization

Discretion

Adaptability

Education

Post-secondary diploma or degree in Business, Insurance, Office Administration, or related field

Tools

Microsoft Excel

PowerPoint

Job description

BP Consulting is a leading group benefits advisory firm helping Canadian employers optimize their employee benefit plans. We seek a detail-oriented Client Service Specialist to support consultants with administrative tasks and data analysis.

The role involves preparing reports, creating client deliverables, and building PowerPoint presentations for meetings and renewals. Strong Excel skills and professional communication are essential for success.