Group Benefits Service Advisor

HUB International; Saskatoon; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance brokerage is seeking two Group Benefits Service Advisors for their Saskatoon office. This full-time role involves providing exceptional customer service, managing employee benefits plans, and assisting clients with various inquiries. Ideal candidates will possess strong interpersonal and analytical skills, with a commitment to integrity and service.

Qualifications

• Life insurance license required (or willingness to obtain).
• 1-2 years of relevant experience.
• Excellent written and oral communication skills.

Responsibilities

• Provide customer service support for employee benefits plans.
• Assist with claims and underwriting inquiries.
• Prepare and deliver proposals and client updates.

Skills

Interpersonal skills

Analytical skills

Presentation skills

Organizational skills

Education

High school or equivalent

Tools

Microsoft Office

Microsoft Dynamics 365

Job description

Group Benefits Service Advisor page is loaded

Group Benefits Service Advisor

Postuler remote type Onsite locations Saskatoon, SK time type Full time posted on Publié il y a 2 jour(s) job requisition id R0030557

HUB International is Canada’s largest insurance brokerage and is dedicated to helping businesses and individuals evaluate their risks and manage their insurance needs.

We are hiring for two (2) Group Benefits Service Advisor! This is a full-time position starting as soon as possible at our Saskatoon office.

Duties & Responsibilities include:

• Perform all customer service activities for assigned block of business including, but not limited to:
• Assist with claims and underwriting inquiries.
• Provide superior customer service support to clients and advisors with respect to day-to-day administration of their employee benefits plan.
• Implement and service new group contracts for assigned block of business.
• Assist clients, advisors, and staff to become self-reliant through various training activities.
• Prepare customized sales, renewal, and education presentations.
• Assist clients by explaining or discussing details of group benefit quotations and/or contracts with clients and plan administrators.
• Gather data and documentation to support the sales process.
• Prepare and deliver requests for proposals, quotations, and the annual client renewals.
• Prepare client updates for presentation.
• Assist the Sales Department in all service activities.
• Other duties and special projects as assigned.
• Adhere to Service Level Agreements (SLAs) and Company Code of Ethics and Business Conduct and meet target Key Performance Indicators (KPIs) as set out by Management.
• Utilize the Company CRM system as set out by Management.
• Report to the Executive.
• Oversee and manage Regency’s customer relations management system (Microsoft Dynamics 365) to ensure carrier renewals are provided to Regency Advisors within a reasonable timeframe to present to clients.
• Assist the Sales Advisors in their daily duties as necessary.
• Issue travel policies using our corporate sales platform.
• Ensure all electronic files and documents are properly labeled, filed, and stored on the corporate website.

Job Requirements:

• Life insurance license (if not currently licensed, willing to pass the LLQP exam within the first 3 months).
• Valid driver’s license.
• Travel, as appropriate, with the client’s best interest as the goal.
• Excellent interpersonal skills.
• Excellent written and oral presentation skills.
• Superior analytical skills.
• Word processing skills, personal computer skills (Microsoft Office – Word, PowerPoint, Excel, Dynamics).
• Highly organized, work well under pressure, prioritize, and meet deadlines.
• Team spirited and desire to contribute to overall organizational success.

If you are excited by the opportunity and want to be a part of a team that believes in integrity and service, please click "Apply Now".

Department: Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent