Client Specialist

People Corporation; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading benefits firm in Toronto is seeking a Client Specialist to join the Benefits by Design team. The successful candidate will manage client relationships, assist with administrative tasks, and ensure excellent service delivery in a fast-paced environment. Ideal candidates will have a post-secondary education and strong analytical skills, with experience preferred in Group Benefits. This role offers competitive compensation and extensive benefits.

Benefits

Extended health care and dental benefits

Retirement savings plan with company contributions

Mental Health programs and support

Assistance for completion of industry designations

Qualifications

• 1 year of experience in data entry or administrative roles preferably in Group Benefits.
• Excellent command of the English language including strong written and verbal communication.
• Strong analytical skills with high attention to detail.
• High degree of ownership and commitment to work quickly and accurately.

Responsibilities

• Maintain regular communication with brokers.
• Prepare experience reports for larger groups.
• Manage submission of Agent of Record letters.
• Handle overdue account notifications.

Skills

Customer Service

Client Expectations

Client Support

Issue Resolution

Account Management

Analytical Skills

Time-management

Education

Post-secondary education

Job description

We are seeking a Client Specialist to join our Benefits by Design team.

The Client Specialist will :

• Maintain regular communication with brokers to ensure their group needs are met plus build relationships.
• Pricing preparing and executing plan changes.
• Pull and prepare experience reports including more detailed reports for larger groups.
• Assist with commission and contracting issues.
• Manage the submission and tracking of all MGA appointment letters.
• Manage and process the submission on Agent of Record letters.
• Manage the submission of termination letters.
• Manage overdue account notifications and pending terminations due to minimum participation requirements.

To be a successful Client Specialist you will need :

• Completion of a post-secondary education.
• 1 years of experience in data entry or administrative roles preferably in Group Benefits.
• Excellent command of the English language including strong written and verbal communication.
• Strong analytical skills with high attention to detail.
• Group Insurance principles and assessment techniques.
• High degree of ownership and commitment to work quickly and accurately in a rapidly changing environment.
• Able to work independently and as part of a team.
• Time-management skills and able to thrive in a fast-paced environment.

All-star candidates will have :

• GBA designation under CEBS program
• Bilingualism in both official languages English & French

Whats in it for you :

• Learn by working alongside our experts
• Extended health care and dental benefits
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family

Assistance for the completion of industry designations

Competitive compensation At People Corporation we are committed to helping businesses succeed.

This role will be a part of Benefits by Design a division of People Corporation within Partner Solutions.

We are committed to providing an inclusive accessible environment where all employees and clients feel valued respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to

Required Experience :

IC

Key Skills

• Customer Service
• Client Expectations
• Client Requirements
• Client Support
• Action Plans
• Issue Resolution
• Account Management
• Client Relationships
• Service Delivery
• Client Service
• Client Satisfaction
• Client Management
• Procedures
• Service Level Agreements
• New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1