Group Benefits Account Specialist (Remote, Canada)

First Canadian Financial Group; Edmonton; Remote; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Competitive compensation

Group RRSP match

Employee benefits

Wellness spending account

EAP

Educational support

Employee discounts

Diversity & inclusion programs

Recognition events

Job summary

First Canadian Financial Group is seeking a detail‑oriented Group Benefits Account Associate to support quote preparation, renewals, and onboarding for new customers across Canada. You will work closely with underwriting and administrative teams to gather data, coordinate with insurers, and ensure smooth progression of each step in the process.

The role provides exposure to underwriting operations and opportunities to grow into an account manager or consultant with a focus on business

Qualifications

• Minimum of two years of experience in underwriting, underwriting support, group benefits, insurance, or related field.
• Licence to advise on group benefits is a strong asset and may be required.
• Understanding of how claims ratios and target loss ratios are used to approximate rates for the coming year.

Responsibilities

• Gather and organize data for quotes and renewals (census, premium, claims, plan experience).
• Coordinate with group benefits providers and underwriting team to obtain data for quotes.
• Track upcoming renewals and ensure documents/data arrive on time.
• Prepare insurer submissions and follow up on pricing proposals.
• Prepare customer communication materials and support enrolment activities.
• Maintain complete, accurate, and compliant client records and follow‑up documentation.

Skills

Strong communication

Analytical

Organizational skills

English fluency

Education

Post-secondary education in business admin/finance/insurance

Tools

Excel

PowerPoint

Microsoft Office

Job description

First Canadian Financial Group is seeking a detail‑oriented Group Benefits Account Associate to support quote preparation, renewals, and onboarding for new customers across Canada. You will work closely with underwriting and administrative teams to gather data, coordinate with insurers, and ensure smooth progression of each step in the process.

The role provides exposure to underwriting operations and opportunities to grow into an account manager or consultant with a focus on business