Consultant, Broking and Financial Management - Health Solutions (Group Benefits)

Aon plc; Toronto; Remote; CAD 90,000 - 120,000; Full time

Job summary

Aon plc in Canada is seeking a Consultant in Broking and Financial Management within the Health Solutions Practice. You will support client teams with renewals, carrier marketing, experience reporting, budget preparation, pricing and plan redesigns across Canada.

Four or more years of direct group benefits experience in consulting or underwriting is required; a valid group insurance license is essential, multi‑jurisdictional licenses are an asset. French/English bilingualism is required.

Qualifications

• Four (4) + years of direct group benefits experience in consulting or underwriting environment is required.
• Must have and maintain a valid group insurance license – multi-jurisdictional is an asset.
• French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
• Demonstrated problem-solving and analytical skills in developing solutions for complex client/business issues.
• Organization skills and ability to effectively coordinate the delivery of projects and advisory services.
• Ability to lead projects and client team members.
• Technical expertise and ability to remain current with industry trends, provincial and federal legislative policies and changes.
• Excellent interpersonal, communication and presentation skills, both verbally and written.
• Ability to work collaboratively as a key member of a team and independently with minimum supervision.
• Meticulous attention to detail, refined organizational skills and the ability to multi-task.
• Proven ability to prioritize competing requirements and timelines.
• Computer skills and proficiency with the Microsoft Office Package.

Responsibilities

• Lead technical and content reviews ensuring accuracy and client-readiness.
• Analyze carrier proposals and support renewals and negotiations.
• Analyze results, build cost projections and plan design options.
• Provide insights from experience monitoring and cost trends.
• Prepare client-ready materials and communications after renewals and for meetings.
• Support ad-hoc financial requests and coordinate with carriers and other units.
• Collaborate with analysts and leaders on deliverables.
• Attend client meetings and coordinate projects across units.

Skills

Bilingual (French/English)

Analytical skills

Problem-solving

Project leadership

Communication skills

Team collaboration

Education

University/College graduate in Financial Services, Mathematics, Actuarial Science, or related field

CEBS (Certified Employee Benefit Specialist) - asset

Tools

Microsoft Office proficiency

Group insurance license (multi-jurisdictional asset)

Job description

Aon Is Looking for a Consultant, Broking and Financial Management - Health Solutions Practice (anywhere in Canada)

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Health Solutions business group within Aon.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

• Lead technical and content reviews that make sure our work is accurate, insightful and client-ready, adding real value for the client across, such as:
• Annual renewals: analyze carrier proposals and support negotiations to achieve strong, well-supported outcomes for clients
• Carrier marketings: analyze results and build cost projections that help clients choose the best-fit solution
• Experience monitoring: analyze claim costs, trends and the metrics that matter most to clients, and turn the data into clear insights and recommendations
• Plan design and costings: review plan design options and cost models to make sure recommendations are accurate, competitive and aligned with each client's goals

Other Responsibilities

• Prepare and review client-ready materials, making sure they are accurate, polished and clearly show the value and insights for the client
• Draft and review client communications following renewals, marketings, plan implementations and redesigns, as well as for union meetings
• Support ad-hoc financial requests, partnering with carriers and other business units to aid client facing colleagues
• Provide technical expertise to client teams and analysts in respect to the work being completed
• Provide advanced analysis, insights and recommendations to client teams and other team members
• Attend client meetings in support of the client teams as required
• Coordinate projects with analysts, other business units and carriers
• Increase efficiency by helping to improve standardized processes and contribute to client deliverables
• Build strong working relationships with colleagues, clients, client teams and carriers
• Act as a role model, ensuring adherence to internal tools, quality, technical, professional and ethical standards
• Maintain an up-to-date knowledge of the group benefits industry, systems, products, trends and emerging technology, to support a thorough understanding of how this relates to growing value to clients
• Participate in team projects and activities which drive innovation, improved client value and business results

How This Opportunity Is Different

As a Consultant in our Broking and Financial Management team, you will be supporting client teams in the servicing of clients with respect to the financial management of their benefit programs. Collaborating with analysts and senior team leaders, you will assist with various client deliverables. This includes annual renewals, carrier marketing, experience reporting, analysis, budget preparation, reviewing financial documents, union negotiations, pricing, and plan redesigns.

Skills And Experience That Will Lead To Success

• Four (4) + years of direct group benefits experience in consulting or underwriting environment is required;
• Must have and maintain a valid group insurance license – multi-jurisdictional is an asset;
• French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
• Demonstrated problem-solving and analytical skills in developing solutions for complex client/business issues;
• Organization skills and ability to effectively coordinate the delivery of projects and advisory services;
• Ability to lead projects and client team members;
• Technical expertise and ability to remain current with industry trends, provincial and federal legislative policies and changes;
• Excellent interpersonal, communication and presentation skills, both verbally and written;
• Ability to work collaboratively as a key member of a team and independently with minimum supervision;
• Meticulous attention to detail, refined organizational skills and the ability to multi-task;
• Proven ability to prioritize competing requirements and timelines;
• Computer skills and proficiency with the Microsoft Office Package.
• University or College graduate in Financial Services, Mathematics, Actuarial science, or related field, or equivalent years of industry experience
• Completed Certified Employee Benefit Specialist (CEBS) would be an asset
• Dedication to professional development.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.