Health & Benefits COE Associate

Marsh Agency; Montreal; Hybrid; CAD 85,000 - 110,000; Full time

Job summary

Marsh Canada’s Health & Benefits COE is seeking a Health & Benefits COE Associate to join our onshore team in Montreal. You will support local consulting groups by completing analyses, reports, renewal deliverables, and financial audits, while coaching newer COE analysts.

This role emphasizes technical expertise, collaboration, and process improvements, with opportunities to lead reviews, mentor peers, and contribute to enhanced tools and templates.

Qualifications

• Five to seven years of relevant employee benefits experience, preferably in a consulting, brokerage, insurer, or related environment.
• Strong knowledge of group benefits underwriting principles, funding methods, insurer marketing and quotation processes, renewal analysis and reporting, and financial analysis for group insurance plans.
• Ability to work independently while also contributing effectively within a team.
• Experience providing technical guidance, coaching, training, or peer review to colleagues.
• Experience taking ownership of deliverables and supporting project coordination or project management activities.

Responsibilities

• Perform complex health and benefits analysis with minimal direction, ensuring high quality and accuracy
• Prepare comprehensive reports and deliverables including renewal analyses, quotation reviews, and financial audits
• Conduct technical peer reviews of COE analysts' work to assess accuracy, completeness, and quality
• Provide guidance and coaching to less experienced analysts on tools, methodologies, and health and benefits concepts
• Support project coordination activities and manage multiple concurrent assignments
• Liaise with local consulting teams and insurers to obtain information and provide updates
• Identify opportunities to improve efficiency, consistency, and quality across COE processes

Skills

Employee benefits experience

Analytical skills

Excel proficiency

Communication

Coaching

Project coordination

Education

Degree in actuarial science / mathematics / statistics / finance

Tools

Microsoft Excel

Word

PowerPoint

Job description

About The Role

Marsh Canada’s Health & Benefits Center of Excellence (COE) is seeking a Health & Benefits COE Associate to join our onshore team.

About The Role

Marsh Canada’s Health & Benefits Center of Excellence (COE) is seeking a Health & Benefits COE Associate to join our onshore team.

This role supports local Health & Benefits consulting teams by completing and reviewing complex analyses, reports, insurer marketing materials, renewal deliverables, and financial audits. The successful candidate will also coach less experienced COE analysts, provide technical peer review, support project coordination, and contribute to the ongoing improvement of tools, templates, and processes.

This is an excellent opportunity for an experienced employee benefits professional who combines strong technical and analytical skills with a collaborative, quality-focused, and coaching-oriented approach.

What can you expect?

Marsh Canada's Health & Benefits Center of Excellence (COE) is seeking a Health & Benefits COE Associate to join our onshore team. This role supports local Health & Benefits consulting teams by completing complex analyses, reports, and financial audits. You will also coach less experienced COE analysts, provide technical peer review, and contribute to process improvements.

Your Key Responsibilities

• Perform complex health and benefits analysis with minimal direction, ensuring high quality and accuracy
• Prepare comprehensive reports and deliverables including renewal analyses, quotation reviews, and financial audits
• Conduct technical peer reviews of COE analysts' work to assess accuracy, completeness, and quality
• Provide guidance and coaching to less experienced analysts on tools, methodologies, and health and benefits concepts
• Support project coordination activities and manage multiple concurrent assignments
• Liaise with local consulting teams and insurers to obtain information and provide updates
• Identify opportunities to improve efficiency, consistency, and quality across COE processes

What you need to have

• Five to seven years of relevant employee benefits experience, preferably in a consulting, brokerage, insurer, or related environment.
• Strong knowledge of group benefits underwriting principles, various funding methods, insurer marketing and quotation processes, renewal analysis and reporting, and financial analysis for group insurance plans.
• Ability to work independently while also contributing effectively within a team.
• Experience providing technical guidance, coaching, training, or peer review to colleagues.
• Experience taking ownership of deliverables and supporting project coordination or project management activities.
• Strong time management and organizational skills, with superior attention to detail and commitment to accuracy.
• Strong analytical skills and advanced proficiency in Microsoft Excel
• Proficiency with Microsoft Office applications, including Word and PowerPoint.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to work effectively in an environment where priorities and requirements may change quickly and meet tight deadlines.
• Intellectual curiosity and a desire to develop new skills and capabilities.
• Post-secondary degree or equivalent experience in actuarial science, mathematics, statistics, finance, or a related field.
• Willingness and ability to obtain and maintain appropriate life insurance licenses, as required by provincial regulations and Marsh policies.

What makes you stand out?

• A track record of providing strong customer service and managing multiple concurrent internal deliverables.
• The ability to explain health and benefits concepts clearly to colleagues and internal clients with varying levels of technical knowledge.
• Experience reviewing insurer quotations, renewal proposals, marketing reports, and financial analyses.
• Strong judgment and the ability to identify whether an analysis is accurate, complete, and reasonable.
• A coaching-oriented approach and genuine interest in supporting the development of less experienced analysts.
• Experience working with local consulting teams and insurers.
• A continuous-improvement mindset and interest in streamlining processes and improving tools and templates.
• The ability to work with limited direction while knowing when to elevate questions or issues.
• A collaborative, dependable, and quality-focused approach.
• Bilingualism in French and English is an asset.
• LLQP designation or provincial equivalent is an asset

Why Join Our Team

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [e-mail]

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.