Consultant, Group Retirement Practice

HUB International•Vancouver, BC

8d•Hybrid

About The Position

The Consultant works closely with the Group Retirement Services team to understand client needs and priorities. You will be responsible for developing strategic relationships with key account contacts. This role may be based out of our Vancouver or Burnaby office location. The locations are both easily accessible by SkyTrain and transit with many shops, restaurants and other amenities nearby.

Requirements

Post-secondary education required and completion of (or working towards) related courses in group benefits (CEBS, GBA designations preferred)
Life Insurance (LLQP) License or willing to obtain
5+ years of Employee Benefits Insurance Experience, group retirement experience is an asset
Intermediate to advanced MS Office knowledge, with focus on Excel and PowerPoint
Strong attention to detail and accuracy
Strong communication skills, both written and verbal

Nice To Haves

group retirement experience is an asset

Responsibilities

Understand client needs, priorities and culture
Develop strategic relationships with key account contacts
Identify gaps and opportunities within your client’s current structure based on their guiding principles
Oversee the complete retirement plan service cycle: plan design review, provider search, implementation, reporting, plan pricing negotiations, plan governance process, employee communication
Communicate relevant industry trends to your client block to prepare them for long term planning
Design and deliver presentations to clients, lead client meetings as well as member one-on-one meetings and employee presentations
Review all client facing materials
Work closely with insurance partnerships by assisting with problem solving, negotiating fees and maintaining positive relationships
Collaborate with the business development team and leadership team on shared client knowledge and insights
Working with the client to resolve escalated administrative, contractual and financial issues
Keep CRM up-to-date with changes and additions
Identify any new GRS opportunities for the retirement practice
Other duties and responsibilities as assigned