Benefits Specialist/Analyst (5209)

Job Posting

Benefits Specialist/Analyst
Organization:  EQUA Specialty Risk Partners Corporation
Province:  Ontario
Location:  Ottawa

Type:               Full-time, permanent

Reports to:     Regional Vice President - Employee Benefits  

About Us:

EQUA Specialty Risk Partners Corporation is an insurance and risk management firm with customized solutions, a client-first approach, and a bold company culture. Our team is comprised of industry experts who have dedicated their careers to the industries we serve, and who stay with our clients every step of the way.

We value our relationships with our clients, employees, and partners – we value our community.


EQUA is looking for a Benefits Analyst to provide effective support to the Regional Vice President in the Employee Benefits and Retirement Practice in our Ottawa office. This role involves full life cycle review and analysis of employee benefit plans; benchmarking best practices; researching industry and employment trends while tracking legislation and estimating impact. This is a fast-paced role and the successful candidate must have strong collaboration skills, high attention to detail and excellent oral and written communication skills. Take the first step toward creating a future that combines a diverse and challenging work environment, in a rapidly growing company that offers significant opportunity for advancement and growth.


  • Partnering with Account Executives to build and service an employee benefits book of business by ensuring that all documentation is accurate and processed in a timely fashion
  • Reviewing, processing, and preparing client reports for new business, renewals, updates, and marketing in accordance with applicable reporting schedules and reporting templates
  • Conducting marketing; including preparing and submitting specifications to underwriters, answering underwriter questions, reviewing, or providing analysis and recommendations on marketing responses, and preparing marketing reports
  • Preparing quarterly experience reports including projections for renewals
  • Maintaining and updating client files, including recording, and completing activities in our broker management system
  • Supporting customers in person, online or via telephone to assess and fulfil their employee benefits requirements
  • Troubleshooting client complaints, responding to inquiries, assisting complex claims, and providing direction and administration of client’s benefits plans
  • Assisting in administration of cross/upselling of other products to existing clients
  • Preparing new business quotes and provide to producer for presentation
  • Conducting account file audits to ensure all required documentation is properly stored and accessible
  • Coordinating with insurance carriers as required

Qualifications and Experience:

  • Post-Secondary education or commensurate work experience
  • Minimum 5 years’ in the group insurance industry, with underwriting background preferred
  • Knowledge of group benefits financial underwriting requirements for all types of employee benefits plans
  • LLQP licensed 
  • Knowledge of the Canadian benefits industry
  • Strong verbal, written communication, and presentation skills
  • Proficient in Microsoft Office: Word, Excel, PowerPoint, and Outlook
  • Experience with broker management systems i.e. Epic an asset
  • Strong time management, prioritization, and multi-tasking skills
  • Strong team player and ability to work independently; ability to be a self-starter
  • Ability to exercise initiative and follow up skills
  • Some client travel may be required

We know that diversity and inclusion create strength - we are proud to be an equal opportunity employer. We aim to create a culture of inclusivity and consider all employment applicants. 

If you need assistance or an accommodation due to a disability, you may contact us at [email protected]