Client Service Manager - Benefits Consulting

BFL CANADA•Toronto, ON

7d•CA$50,000 - CA$75,000•Hybrid

About The Position

We are looking for a Client Service Manager – Benefits Consulting to join our team in our Toronto office! The primary purpose of this position is to assist the Benefits Consultants in maintaining and exceeding the sales/service standards to 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!

Requirements

At least two years of experience in service role.
Knowledge of Group Benefits or Group Insurance an asset
Ease with computer systems
Good knowledge of Microsoft Word, Excel, and PowerPoint
Strong verbal and written communication skills
Customer focused
Excellent organizational skills
Effective time management skills
Thorough, attentive to detail and quality
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
Provide assistance to clients for administrative procedures, e.g. enrolments, changes, terminations
Resolve complex or compliance issues, e.g. extension of benefits requests, 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, PowerPoint presentations
Participate in regular 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 dashboard 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 review all documents which have been provided by the Client Service Assistant for accuracy and completeness before providing to clients
Provide back-up to clients that are not assigned to you while other team members are absent or on vacation
Follow corporate policies and procedures
Other miscellaneous duties and special projects as required