Managing Consultant

People Corporation; Calgary; On-site; CAD 90,000 - 110,000; Full time

Benefits offered by this job

Learn by working with experts

Total compensation package

Retirement savings plan

Health & Wellness offerings

Mental Health support

Designation support

Competitive compensation

Job summary

People Corporation in Calgary seeks a Managing Consultant to retain and grow relationships for a block of group benefits clients. You will understand client needs and collaborate with supporting teams to identify products and solutions to enhance their benefits journey.

Responsibilities include setting strategic consulting plans, identifying cross-sell opportunities, reviewing plan performance, preparing market specs, analyzing proposals, and supporting renewals and client communications.

Qualifications

• Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration.
• Minimum 3–5 years’ experience in group benefits in a client facing role.
• Understanding of the group benefits industry including funding arrangements.
• A Life license (LLQP) is required.
• Customer service-oriented mindset, entrepreneurial spirit, and ability to adapt to a quickly changing environment.
• Self-motivated and able to work independently.
• Proficiency in Microsoft Office, Adobe Acrobat.
• Proficiency and comfort working with multi-channel technology.
• Valid driver’s license and consistent access to a vehicle.

Responsibilities

• Retain and grow relationships for an assigned block of group benefits clients.
• Set strategic consulting plan for client relationships and identify cross-sell opportunities.
• Review plan performance and client files to understand claims experience.
• Prepare market specifications for clients using quoting systems.
• Analyze data and carrier proposals, prepare cost comparisons, facilitate finalist presentations and make recommendations.
• Perform ad hoc investigations of claims data to explain trends.
• Collaborate with analysts and underwriting for renewals, reporting and client presentations.
• Provide technical and peer review for analysts and associates.
• Coordinate new business implementation.
• Prepare documents for client presentations and meet in person to deliver information.
• Support relationships with Plan Sponsors, Plan Administrators and Representatives.
• Leverage organizational expertise for client concerns and upsell opportunities.
• Track ongoing work and update workflow systems.

Skills

Customer Service

Independent worker

Entrepreneurial spirit

Adaptable to change

Self-motivated

Multi-channel technology

Education

Bachelor’s degree or equivalent in Commerce/Business

GBA or CEBS designation (preferred)

Tools

Microsoft Office

Adobe Acrobat

Multi-channel technology experience

Job description

We are seeking a Managing Consultant to join our team in Calgary. The Managing Consultant’s primary responsibility will be to retain and grow relationships for an assigned block of group benefits clients. They will be committed to understanding our client needs and work in collaboration with supporting teams to unlock opportunities to identify products and solutions that will enhance their benefits journey.

Responsibilities

• Set strategic consulting plan for client relationship
• Identify cross-sell opportunities that add value for our clients
• Review plan performance and client files to understand the claims experience
• Prepare market specifications for clients using both internal and external quoting systems
• Analyze data and multiple carrier proposals, prepare cost comparisons, facilitate finalist presentations as required and make recommendations related to the best option for the client
• Perform ad hoc investigations of claims data in order to explain trends to client
• Work in collaboration with analyst and underwriting for client renewals, reporting and reviews, and creating commentary that is presented to clients
• Provide technical and peer review work for the analysts and other associates
• Coordinate new business implementation
• Prepare documents for client presentations and meet in person to deliver client information
• Support working relationships with Plan Sponsors, Plan Administrators and Representatives
• Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross-sell opportunities
• Track ongoing work, update workflow systems regularly and as necessary

Qualifications

• Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration
• Minimum 3 - 5 years’ experience in group benefits in a client facing role
• Understanding of the group benefits industry including funding arrangements
• A Life license (LLQP) is required
• A customer service-oriented mindset, an entrepreneurial spirit, and the ability to adapt to a quickly changing environment
• To be self-motivated and able to work independently
• Proficiency in Microsoft Office, Adobe Acrobat
• Proficiency and comfort working with multi-channel technology
• Valid driver’s license and consistent access to a vehicle

Preferred Qualifications

• GBA or CEBS designation

Benefits

• Learn by working alongside our experts
• Best in class total compensation
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family
• Support achieving industry designations
• Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders. Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we’re committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

The base salary range for this position is $90,000 - $110,000 per annum. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.