Group Benefits Senior Service Advisor (5100)

Job Posting

Group Benefits Senior Service Advisor
Organization:  First Canadian Insurance Corporation
Province:  Alberta
Location:  Edmonton

  • Meet with clients and prospective clients to obtain employee benefit data, plan design, employee census data, cost-sharing arrangements, premium/rate structure, historical premiums, claims, and experience data.
  • Review and analyze plan designs; provide comments, recommendations and advice.
  • Design customized employee benefit plans for organizations while being cognizant of budget restraints.
  • Compile and summarize information for submission to underwriting team.
  • Present employee benefit proposals to First Canadian clients and prospective clients; solicit their business.
  • Transition new clients from existing carrier to First Canadian.
  • Assist in drafting employee communications and coordinate with clients.
  • Coordinate employee enrollment with client human resources staff.
  • Answering general employee benefits queries from First Canadian clients.
  • Assist client and First Canadian with employee claims or claims management issues.
  • Build and establish relationships within the First Canadian team and with external partners.
  • Other duties as required.

  • Minimum 5-8 years of related industry experience with in-depth knowledge of group benefit products, financial mechanisms as well as applicable legislation across Canada.
  • Post-secondary education in Business Administration or equivalent experience.
  • Life and Accident and Sickness licensed; multiple jurisdictions would be an asset.
  • Certified Employee Benefits Specialist (CEBS) designation, is preferred.
  • Experience within a brokerage, consulting, or carrier environment would be an asset.
  • Proficiency in MS Office products with intermediate to advanced Excel skills.
  • Fluent in English/French with proven skills in verbal and written communication, is preferred.
  • Strong communication and interpersonal skills.
  • Clean driving record and valid class 5 license.
  • Ability to travel on occasion out of town or some overnight travel.