Managing Consultant

People Corporation; Kelowna; On-site; CAD 80,000 - 100,000; Full time

Job summary

People Corporation is seeking a Managing Consultant in Kelowna to enhance client relationships within group benefits. The role involves strategic planning, analyzing data, and facilitating client interactions to improve benefits offerings. Ideal candidates will have relevant experience, a Bachelor’s degree, and a Life license.

Benefits

Extended health care and dental benefits

Retirement savings plan with company contributions

Health & Wellness offerings

Mental Health programs

Assistance for industry designations

Competitive compensation

Qualifications

• 3 – 5 years’ experience in group benefits in a client facing role.
• A Life license is required.
• Proficiency in Microsoft Office and Adobe Acrobat.

Responsibilities

• Set strategic consulting plans for client relationships.
• Analyze data and prepare market specifications for clients.
• Support working relationships with Plan Sponsors and Administrators.

Skills

Customer service-oriented mindset

Problem solving

Conflict resolution

Excellent communication skills

Adaptability

Self-motivation

Education

Bachelor’s degree in Commerce or Business Administration

Tools

Microsoft Office

Adobe Acrobat

Job description

We are seeking a Managing Consultant to join our team in Kelowna.

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.

The Managing Consultant Will

• 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
  
  

To be successful as a Managing Consultant with People Corporation, you will need:

• 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 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
  
  

All-star Candidates Will Have

• Life License (LLQP)
• 2yrs+ experience in the group benefits industry in a client facing role
• Excellent problem solving and troubleshooting skills
• Understanding of the group benefits industry including funding arrangements
• Excellent communication skills, both written and verbal
• Ability to multi-task and prioritize to meet client and internal needs
• Excellent reasoning, judgment and decision-making abilities
• Good verbal and conflict resolution skills, and very good written and listening skills
• Able to work independently and as part of a team
• GBA or CEBS designation considered an asset
  
  

What's In It For You

• Learn by working alongside our experts
• Extended health care and dental benefits
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family
• Assistance for the completion of 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 employeehas the opportunity toreach 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 $80,000 - $100,000 per annum. Details of the total compensation package will be shared during the interview process.