Renewal Coordinator

Medavie Inc.; Canada; On-site; CAD 53,235 - 59,890; Full time

Benefits offered by this job

Remote and hybrid work options

Health, vision and dental plan (employ

110% employer-paid pension plan

Job summary

Medavie Inc. in Canada is seeking a Renewal Coordinator to support the brokerage sales team through the end-to-end policy renewal cycle. You will analyze underwriting metrics, prepare renewal materials, and coordinate delivery to advisors and clients.

The role requires post-secondary education in business/finance and at least 3 years in group insurance or related fields, with advanced Excel skills and proven analytical abilities. Flexible remote/hybrid options are available.

Qualifications

• Post-secondary education in business, finance, administration, accounting, mathematics, commerce or related field.
• Bachelor’s degree in business, finance, administration, accounting, mathematics, commerce or related field.

Responsibilities

• Prepare and maintain monthly renewal inventory by client, advisor, renewal date, timelines, required data and status.
• Analyze underwriting and renewal metrics per client, including claims experience, premium, loss ratio, demographics, trend and plan changes.
• Produce and package renewal materials, rate summaries, and advisor/client ready documents in collaboration with the team.
• Coordinate renewal package delivery and follow-up with advisors/clients; maintain renewal status and next steps in systems.
• Support renewal negotiations by preparing options, summarizing risks and opportunities, and contributing to dashboards.

Skills

Advanced Excel

Analytical skills

Negotiation support

Education

Bachelor's degree in business/related field

GBA/CEBS/LLQP asset

Tools

Salesforce

Sales workflow tools

Job description

Position Type: Permanent If you’re looking for a fulfilling career that can make a real difference in your life, and the lives of others, you’ve come to the right place. As a national health solutions partner, we put people first in everything we do — and that begins with our team of 8,000+ professionals who bring a cross-section of diverse life experiences and career expertise to Medavie. By collaborating and innovating together, our employees are creating industry-leading solutions in insurance, primary care and emergency medical services that impact millions of lives in Canada each year. Our mission is to improve the wellbeing of Canadians so that every life can be lived to the fullest — and it’s reflected in our award-winning culture. We celebrate individuality and value the diverse perspectives and skills our employees contribute. We go beyond providing competitive pay and comprehensive benefits to offer opportunities for personal and professional growth, flexible work options, meaningful experiences, and supportive leadership. Medavie is where employees can be their best selves, feel they belong, and achieve their full potential.

Reporting directly to the Manager, Brokerage Sales, the Renewal Coordinator supports the brokerage sales team, account managers, underwriting and pricing partners through the end-to-end policy renewal cycle. The role analyzes underwriting metrics and renewal data on a client‑by‑client basis, prepares renewal packages and supporting documents, coordinates delivery to advisors/clients, and supports renewal negotiations to help achieve strong persistency, rate placement and advisor/client satisfaction.

What You’ll Do:

• Prepare and maintain monthly renewal inventory by client, advisor, renewal date, timelines, required data and status; proactively identify upcoming work, missing information and potential backlog risks.
• Analyze underwriting and renewal metrics on a client‑by‑client basis, including claims experience, premium, loss ratio, credibility, plan changes, demographics, trend, ASO deficit/surplus where applicable, and other relevant factors to support the renewal strategy.
• Produce and package renewal materials, exhibits, rate summaries, advisor/client‑ready documents and renewal communication drafts in collaboration with the account executive/manager and underwriting.
• Coordinate renewal package delivery and follow‑up activity with advisors/clients; maintain accurate renewal status, decisions, documentation and next steps in the appropriate systems.
• Support account executives/managers and sales leaders in renewal negotiation by preparing options, comparing scenarios, summarizing risks/opportunities, responding to questions, running quick factors/pricing alternates, and contributing to dashboards/process improvements.

What You Bring:

• Post‑secondary education in business, finance, administration, accounting, mathematics, commerce or a related field; equivalent work experience may be considered.
• Bachelor’s degree in business, finance, administration, accounting, mathematics, commerce or a related field.
• Min 3 years of relevant experience in group insurance, underwriting support, sales operations, account management support, financial analysis, reporting, or client/advisor service.
• GBA, CEBS, LLQP or other group benefits/insurance industry education would be an asset.
• Advanced Excel/reporting capability; experience with renewal calculations, loss ratio analysis, claims/premium data, ASO arrangements, rate action scenarios, Salesforce or other sales workflow tools; ability to package complex data into clear advisor/client‑ready renewal materials; strong negotiation support and presentation skills.
• Strong analytical and problem‑solving skills.
• Comfort working with data, reports and business systems.
• Strong attention to detail.

What’s in it for you?

What makes us a different kind of employer? Our award‑winning culture, a team who really cares, unmatched training and support are all dedicated to ensuring you are set up for success.

What we offer:

• Permanent full‑time position with opportunity to grow in a well‑established organization.
• Flexible work arrangements and emphasis on work‑life balance.
• Remote and hybrid work options.
• Comprehensive health, vision and dental plan that is 100% employer paid effective on your first day.
• 100% employer‑matched Defined Contribution Pension Plan.
• Annual Incentive Bonus which recognizes your contribution to our success.
• In addition to paid vacation, we offer a gifted week of vacation in your first year and an optional Vacation Purchase Program.
• An organization where we encourage personal learning and growth with opportunities for career development #CBM1 #LI-VS1

This posting is for a newly created position within our organization. Pay Range: 53,235 - 59,890 CAD The Base Pay range may vary depending on the successful candidate or other relevant job‑related factors such as knowledge, skills, qualifications, experience and education/training. In addition to Base Pay, eligible Medavie employees may participate in various performance‑based incentive programs. Payments under these programs are discretionary and subject to both individual and organizational results.

We believe our employees should reflect the communities we serve and welcome applications from candidates of all backgrounds. To provide the best experience possible, we will support you with accommodations or adjustments at any stage of the recruitment process. Simply inform our Recruitment team of your needs.

We are committed to making sure recruitment, retention, advancement, and compensation are fair and accessible while following all relevant human rights and privacy laws.

We appreciate everyone who has shown interest in this position. Only those selected for an interview will be contacted.

While Medavie may use automated tools, including AI, to support application screening, candidates are expected to complete all recruitment interactions independently—without AI assistance to ensure a fair and equitable process.

If you experience any technical issues throughout the application process, please email: [e-mail].

We're recognized as one of Canada's best places to work and are a leading provider of health solutions and insurance for 1 in 10 Canadians.

Full careers. Full lives.

Medavie is a national health solutions partner and innovative leader in healthcare delivery, benefits management, health management, and primary care. Backed by the strength of a team of 8,500+ professionals from coast to coast, we’re committed to improving the wellbeing of Canadians so that every life can be lived to the fullest.

Medavie provides all‑in‑one private health insurance, public health administration, emergency medical services as Canada's largest contracted provider, as well as primary care, community health, mental health and addictions solutions, medical communications, and clinical training. As a not‑for‑profit organization, Medavie is one of Canada’s Top 100 Employers, certified by Imagine Canada for philanthropy and community engagement, and Rainbow Registered as an organization that champions diversity, equity, and inclusion.