Customer Service & Reporting Specialist

Navacord; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

A benefits organization in Vancouver is seeking a Senior HR Advisor. This role involves partnering with Account Managers for employee benefits management and analyzing market surveys. Ideal candidates will have a related diploma and at least 2 years of relevant experience. The position offers a competitive salary and full-time hours.

Qualifications

• 2+ years of experience in a similar position.
• GBA Designation is an asset.
• Life license (LLQP) is an asset.

Responsibilities

• Partner with Account Managers for the complete employee benefits cycle.
• Analyze carrier renewals and market surveys.
• Draft client deliverables including reports and presentations.

Skills

Confidentiality management

Written communication

Verbal communication

Organizational skills

Microsoft Office proficiency

Customer service orientation

Teamwork

Ability to prioritize

Education

Post-secondary diploma or degree in a relevant field

Tools

Microsoft Excel

Job description

Overview

This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services. This is an on-site position working out of Vancouver, BC.

This range is provided by Navacord. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$50,000.00 / yr - CA$70,000.00 / yr

Role

CPHR | PCP Candidate | Senior HR Advisor at Waypoint Insurance

Responsibilities

• Reporting to the VP, Group Benefits, the Customer Service & Reporting Specialist partners with our Account Managers and Consultants for the complete employee benefits cycle, including plan design, benchmarking, market surveys, experience monitoring and renewal calculations / negotiations.
• Work collaboratively with our Third-Party Administration (TPA) team. The Customer Service & Reporting Specialist is client facing.
• Analyze carrier renewals and market surveys and process data following internal workflows.
• Develop recommendations to support negotiations with respective providers / carriers in partnership with Account Managers and Consultants.
• Conduct benchmarking studies and gap analysis.
• Draft client deliverables including reports, spreadsheets and presentations.
• Answer day to day client service requests and queries in a timely manner.
• Perform research and interpret information to support client solutions.
• Maintain knowledge of client documentation including contracts and underwriting arrangements.
• May attend client meetings to gain an understanding of project requirements with an Account Manager and / or Consultant from time to time.
• Perform ASO reconciliations along with rate setting recommendations.
• Remain current with benefits landscape including insurer news, products, legislation and seminars / educational events.
• Complete special projects as required.

Knowledge, Skills and Abilities

• Demonstrated ability to uphold confidentiality and manage sensitive data.
• Excellent written and verbal communications skills.
• Excellent organizational skills and high attention to detail.
• Superior proficiency in Microsoft Office; advanced Excel skills. High level of computer literacy with the ability to research and quickly learn other applications and skills.
• Build strong relationships internally / externally and collaborate effectively on cross-functional teams.
• Self-motivated, strong customer service orientation and a positive attitude.
• Ability to work on a team and independently.
• Ability to prioritize and manage competing demands in a dynamic environment.

Training, Education and Experience

• Post-secondary diploma or degree in a relevant field or commensurate experience.
• 2+ years of experience in a similar position
• GBA Designation is an asset.
• Life license (LLQP) is an asset.

About Us

At Waypoint Benefits & Financial Services (WBFS), we believe that successful and meaningful partnerships are built on understanding. Before offering our expertise, we take the time to listen - to truly understand your needs, goals, and challenges. This approach ensures our teams deliver best-in-class service and solutions uniquely crafted for each client.

We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal and corporate insurance, and financial and estate planning. For over four decades, our commitment has remained the same : to provide thoughtful, integrated solutions that help our clients thrive.

WBFS is the result of the partnership of two of Navacord’s leading partners in Western Canada, Dehoney Financial Group and Arbutus Financial Services. With offices in Vancouver, West Vancouver, Victoria, Nanaimo, Smithers, Courtenay, and Calgary, we have a strong local presence, backed by the depth and resources of a national network.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Customer Service and Analyst

Industries

• Insurance and Financial Services

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