Practice Leader, Plan Administration

AGA Financial Group inc.; Montreal (administrative region); Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Accommodations available upon request

Job summary

AGA Benefit Solutions, part of AGA Financial Group inc., is seeking a senior professional to lead plan administration, member administration, claims and customer service initiatives. You will drive process improvements, collaborate with IT and Administration teams, and support annual insurer audits.

The role requires a university degree with at least 10 years in group insurance, strong client management, and fluency in French and English.

Qualifications

• Bachelor’s degree or equivalent with 10+ years in group insurance.
• Experience in business analysis or strategic consulting is an asset.
• Excellent client relationship management and communication skills.
• Strong knowledge of employment and social legislation.
• Fluent in French and English, both written and spoken.

Responsibilities

• Act as a subject matter expert in plan administration, member administration, claims, and customer service.
• Gather information on methods, products, procedures to improve service quality.
• Identify and communicate the team’s business needs to the Operations team.
• Participate in business requirements analysis to optimize processes and systems.
• Ensure processes are understood and executed across departments.
• Lead IT systems development, testing, and solution optimization.
• Develop tools, templates, and guides to improve efficiency.
• Coordinate EDI and electronic enrollment implementation projects.
• Support annual audit processes conducted by insurers.

Skills

Client relationship management

Communication skills

Organizational skills

Autonomy

Stakeholder alignment

Team collaboration

Bilingual (French/English)

Education

Bachelor's degree

Tools

APIs

Payroll systems

File-based interfaces

Microsoft Office

Job description

Minimum 10 years of experience in Group Benefits

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 be to lead various business improvement and continuous improvement initiatives related to the Plan Administration, Member Administration, Claims, and Customer Service teams (AGA+ Services), while supporting the annual audit processes conducted by various insurers. Read on to discover the skills and qualifications you need to thrive at AGA!

Key Responsibilities

Act as a subject matter expert in plan administration, member administration, claims, and customer service.

Gather information on methods, products, procedures, and other relevant practices to help the organization improve the quality of its services and develop constructive solutions.

Identify and communicate the team’s business needs to the Operations team.

Participate in business requirements analysis with the goal of optimizing the organization’s processes and systems.

Ensure processes are properly understood and consistently executed across various departments and by employees.

Participate in and represent the business area in development projects involving multiple teams across the organization.

Participate in the development of IT systems, perform testing, and collaborate on solution optimization.

Develop tools, templates, and guides to improve team efficiency.

Ensure the effective organization and maintenance of systems, libraries, and networks.

Take ownership of the implementation and deployment of electronic data transfer (EDI) and electronic enrollment processes:

Plan, coordinate, and execute electronic data transfer and electronic enrollment implementation projects.

Analyze client needs and recommend appropriate configurations.

Ensure production deployment and transition to regular operations within established timelines.

Act as a senior advisor to clients throughout the implementation lifecycle.

Collaborate with internal teams, including Administration, IT, Sales, Customer Service, and Compliance.

Support management in coordinating the annual audit processes conducted by various insurers.

Support managers with special projects involving insurers, partners/brokers, and products/clients.

Collaborate on integrations related to acquisitions and/or mergers by assessing needs, workflows, tools, documentation, and other requirements.

Contribute to the development of training programs for employees within the Plan Administration sector.

Participate in practice committee and operational committee meetings.

Perform any other duties as assigned by the immediate supervisor.

Qualifications

University degree (Bachelor’s) or equivalent, with a minimum of 10 years of experience in group insurance.

Experience in business analysis or strategic consulting is an asset.

Knowledge of various technology environments (APIs, file-based interfaces, payroll systems, etc.) is an asset.

Excellent client relationship management and communication skills.

Strong knowledge of employment and social legislation.

Excellent knowledge of the Microsoft Office suite.

Excellent written and spoken French and English.

Ability to translate and simplify technical concepts for business stakeholders.

Strong organizational skills, professionalism, and autonomy.

Strong interpersonal skills and the ability to bring stakeholders together and build consensus.

Ability to thrive in a constantly changing environment.

Strong verbal and written communication skills.

Sound judgment, integrity, and honesty.

Ability to safeguard and maintain the confidentiality of sensitive information.

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.