Managing Consultant

868 Account Management West; Calgary; On-site; CAD 90,000 - 110,000; Full time

Benefits offered by this job

Best in class total compensation

Retirement savings plan with company

Health & Wellness offerings

Mental Health programs

Job summary

People Corporation in Calgary is seeking a Managing Consultant to retain and grow relationships for an assigned block of group benefits clients. They will work with client needs and collaborate with supporting teams to unlock opportunities to identify products and solutions that will enhance their benefits journey.

The base salary range for this role is CAD 90,000 - CAD 110,000 per year, with potential for additional compensation; Bachelor’s degree and LLQP license are required, with 3–5 years

Qualifications

• Bachelor's degree in Commerce or Business Administration or equivalent.
• Minimum 3–5 years' experience in group benefits in a client-facing role.
• Understanding of group benefits industry and funding arrangements.
• Life license (LLQP) is required.
• Customer service mindset, entrepreneurial spirit and adaptability.
• Self-motivated and able to work independently.
• Proficiency in Microsoft Office and Adobe Acrobat.
• Proficiency with multi-channel technology and valid driver's license.

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 internal and external quoting systems
• Analyze data and carrier proposals, prepare cost comparisons and presentations
• Conduct investigations of claims data to explain trends to clients
• Collaborate with analysts and underwriters for renewals and reviews
• Provide technical and peer review for analysts and associates
• Coordinate new business implementation
• Prepare client presentation documents and present in person
• Support relationships with Plan Sponsors and Administrators
• Leverage organizational expertise for client concerns and upsell opportunities
• Track ongoing work and update workflows

Skills

Customer service orientation

Entrepreneurial spirit

Independent work

Multi-channel communication

Education

Bachelor's degree in Commerce or Business Administration

Life license (LLQP)

GBA or CEBS designation

Tools

Microsoft Office

Adobe Acrobat

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.