Client Service Manager – Benefits

BFL CANADA•Calgary, AB

10d•Hybrid

About The Position

We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support. We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values. We are looking for a Client Service Manager – Benefits to join our team in our Calgary office! As a Client Service Manager, you will be responsible to assist the Benefits in maintaining and exceeding the sales/service standards of clients. The tasks will involve providing daily administration of clients related to group insurance and, if applicable, individual insurance. If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team! Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of more than 1400 professionals located in 27 offices across the country. Our employees have free rein to demonstrate their creativity, leadership and entrepreneurial skills since we believe in each one of them. A subsidiary of BFL CANADA, BFL CANADA Benefits is a well-known and respected benefits consulting firm with more than 30 years of expertise in employee benefits including group and individual insurance, retirement planning and investment, and special risk insurance.

Requirements

Minimum 2 years of experience in a Group Benefits service role.
Customer-focused. Thorough, attentive to detail and quality.
Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
Strong analytical and problem-solving skills.
Effective time management and organizational skills.
Ability to work well independently and as part of a team with insurers, clients, and members of the organization.

Responsibilities

Respond to emails or calls from clients and insurers as they relate to the group insurance plan and, if needed, the individual insurance plan.
Responsible for proactively managing and ensuring timely resolution of outstanding issues with clients and insurers.
Assist clients with administrative procedures, e.g. enrolments, changes, and terminations.
Resolve complex or compliance issues, e.g. extension of benefits requests, and late enrollees.
Manage new carrier implementations for clients by verifying and following up on implementation materials required by the insurers and the clients, e.g. Master Application, Employee Data.
Prepare employee communications and/or presentations for implementations, amendments, or renewals, e.g. memos or PowerPoint presentations.
Participate in regularly scheduled calls and renewal calls with higher-touch clients.
Complete audit for clients to ensure all eligible employees are enrolled on the group plan when required.
Complete the Calculator for implementations, amendments and renewals, when required.
Review dashboards in SIMBA daily to make sure that processes are flowing through in a timely manner.
Ensure any in-force processes for Client Onboarding, New Carrier Implementation, or Amendments are entered into SIMBA.
Peer reviews all documents which have been provided by the Client Service Assistant for accuracy and completeness before providing them to clients.
Provide back-up to clients that are not assigned to you while other team members are absent or on vacation
Other miscellaneous duties and special projects as required.