Benefits Analyst - Benefits Consulting

Princeton Holdings Limited•North Dumfries, ON

2d•Hybrid

About The Position

The Benefits Analyst will be responsible for providing supportive data entry and reporting excellence for our group benefits clients. This role involves retrieving and storing carrier reports, inputting data into Excel templates, populating renewal presentations, validating renewal rates, and initiating policy renewals within the client management system (Epic). The analyst will also support client-related projects and collaborate with internal teams and carrier partners to ensure timely and accurate reporting. Continuous learning and improvement in carrier systems, reporting formats, and internal tools are expected, along with enhancing Excel and PowerPoint skills and staying current on group benefits practices.

Requirements

Completed post-secondary degree or a combination of equivalent professional experience and training.
Excellent time management skills in a fast-paced environment, able to meet deadlines and work on multiple tasks effectively.
Strong attention to detail, able to skillfully work independently and within a team, with strong organization and prioritization skills.
Able to solve problems and is self-motivated.
Proficiency in Microsoft Office (MS Teams, Excel, PowerPoint, Outlook).
Sound judgment, ethics, and integrity.
Excellent communication skills, both written and verbal, with a strong client service attitude and ability to build relationships and trust.
Live our values- Respect, Integrity, Client-Focus, Collaboration and Accountability.

Responsibilities

Retrieve and store carrier reports in the client management system (Epic).
Input data from carrier reports into Excel templates for experience and renewal reporting.
Populate renewal presentations in PowerPoint using tables and graphs.
Validate renewal rates against billing data to ensure carrier accuracy.
Initiate policy renewals within the client management system (Epic).
Support various client-related projects as assigned.
Build proficiency in carrier systems, reporting formats, and internal tools.
Continuously improve Excel and PowerPoint skills to enhance reporting quality.
Stay current on group benefits practices and renewal processes.
Seek feedback and apply learnings to improve accuracy and efficiency.
Participate in team knowledge-sharing and cross-training initiatives.
Collaborate with internal teams to ensure timely and accurate reporting.
Maintain strong relationships with carrier partners and internal teams.
Contribute to continuous improvement of reporting processes.
Takes initiative and solves problems independently.