Group Implementation Analyst

AGA Financial Group inc.; Quebec; On-site; CAD 42,000 - 60,000; Full time

Job summary

AGA Benefit Solutions in Canada seeks an administrative professional to support group insurance onboarding and enrollment processes across multiple offices. The role collaborates with advisors, underwriting, and plan implementation teams to ensure accurate document handling.

The position requires at least 2 years of administrative experience, fluency in English and French, and strong organizational skills. Office suite proficiency and customer service focus are essential for success across

Qualifications

• Minimum 2 years of experience in an administrative role, client file management, or customer service.
• Experience in group insurance (an asset).
• Excellent command of English and French, both spoken and written.
• Proficiency with Microsoft Office Suite tools.
• Ability to work independently.
• Strong initiative.
• Excellent organizational skills.
• Ability to respond quickly to requests and a strong sense of responsibility.

Responsibilities

• Support clients throughout the document signing process.
• Answer administrative questions from plan administrators and ensure VIP-level service.
• Prepare documents to be sent to clients (letters, enrollment forms, implementation documents).
• Consolidate received documents, validate compliance, and ensure payment is received.
• Contact employers to obtain missing information (hire dates, dates of birth).
• Perform daily follow-ups on enrollment forms and process corrections.
• Receive and validate beneficiary designations.
• Prepare document packages for upload to portals and training invitations.

Skills

English & French proficiency

Organizational skills

Independent work

Customer service

Administrative experience

Tools

Microsoft Office Suite

Job description

Markham, Kitchener, Montreal or Quebec Office

2 positions currently vacant

37.5 h/week

Permanent Position

Minimum 2 years of experience

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!

Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment. Discover why working at AGA Benefit Solutions is so rewarding by visiting our Career page.

Your mandate will consist in:

Your mandate will consist of working closely with group insurance advisors/account managers, as well as the Underwriting Analysts and Plan Implementation teams. You will be primarily responsible for facilitating the implementation of group plans, performing the required validations, and supporting internal teams. Read on to learn about the skills and qualifications required to thrive at AGA!

Your main tasks will include:

• Supporting clients throughout the document signing process;
• Answering administrative questions from plan administrators and ensuring VIP‑level customer service;
• Preparing documents to be sent to clients (confirmation letters, enrollment forms, implementation documents);
• Consolidating all received documents, validating compliance, and ensuring payment has been received;
• Contacting employers to obtain missing information (hire dates, dates of birth, non‑compliant forms);
• Performing daily follow‑ups on enrollment forms;
• Receiving correction requests and reopening enrollment records;
• Receiving and validating beneficiary designations;
• Preparing document packages to be uploaded to portals;
• Forwarding invitations for training sessions;
• Delivering training sessions for administrators;
• Maintaining and updating the training calendar;
• Managing the training and brokerage mailboxes;
• Supporting the pricing team, plan administration team, and service representatives for plan administrators;
• Performing any other related tasks as requested by the immediate supervisor.

Required qualifications:

• Minimum 2 years of experience in an administrative role, client file management, or customer service;
• Experience in group insurance (an asset);
• Excellent command of English and French, both spoken and written (Proficiency in both English and French is essential to analyze and understand contractual documents, brochures, and communications originating from internal and external sources, often written in either language. It is also required to provide telephone and email support to French‑speaking clients across Canada and to interact effectively with colleagues located outside the province)
• Proficiency with Microsoft Office Suite tools;
• Ability to work independently;
• Strong initiative;
• Excellent organizational skills;
• Ability to respond quickly to requests and a strong sense of responsibility.

Are you inquisitive, self-reliant and unafraid of the unknown?

*AGA welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

**At AGA, no artificial intelligence or automated systems are used to pre-screen, assess, or select applications. All applications are reviewed by our Employee Experience team. In addition, candidates who have participated in an interview will be notified of the hiring decision within a maximum of 45 days following their final interview. AGA is committed to maintaining a transparent, fair, and legally compliant recruitment process.

AGA is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:

• I agree to receive other communications from AGA.

You can unsubscribe from these communications at any time. For more information on our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy.