Senior Client Relationship Specialist - Group Benefits
New
CanadaFull-TimeSenior
Salary55,000 - 90,000 CAD per year
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Job Details
- Experience
- Minimum of 2 years of experience within the employee benefits or insurance industry is preferred.
- Required Skills
- SalesforceMicrosoft OfficeAccount ManagementClient relationship management
Requirements
- Strong knowledge of Group Health and Dental insurance products.
- Proven experience in account management, client relationship management, or employee benefits services.
- Excellent verbal and written communication skills with the ability to deliver presentations confidently.
- Strong organizational, time management, and problem-solving abilities.
- Ability to independently manage complex client inquiries and recommend effective solutions.
- Valid Alberta driver’s license and access to an insured vehicle.
- Experience with Salesforce.com, Microsoft Office, Group Portal, or similar systems is considered an asset.
- Familiarity with additional group insurance products such as Disability or Individual Insurance is preferred.
- Professional certifications such as GBA (Group Benefits Associate) or CEBS (Certified Employee Benefit Specialist) are advantageous.
- Minimum of 2 years of experience within the employee benefits or insurance industry is preferred.
- Strong interpersonal skills and a customer-focused mindset in a fast-paced environment.
Responsibilities
- Serve as a primary point of contact for clients, advisors, and group plan administrators regarding post-sales support and account management activities.
- Handle complex inquiries related to group health and dental plans, contractual matters, billing adjustments, policy changes, and administrative updates.
- Identify opportunities for cross-selling and premium growth while supporting client retention and long-term account success.
- Build and maintain strong relationships with producers, brokers, and stakeholders through proactive communication and consultative support.
- Collaborate with Sales Consultants on advisor meetings, presentations, reporting, and strategic client initiatives.
- Conduct virtual and in-person meetings to strengthen client relationships, address concerns, and deliver service excellence.
- Maintain accurate records and producer information across CRM and internal systems, ensuring data integrity and operational efficiency.
- Proactively resolve issues, recommend process improvements, and contribute to a positive client experience across all interactions.
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