Job Description

Who We Are

Schuster Boyd McDonald is a Jones DesLauriers Blevins Insurance Group Company (The JDB Group), a leading provider of Group Benefits and Retirement solutions. We stand apart from traditional brokers by adding expertise in Disability Management and Plan Administration to our total service offering. We work with total reward leaders across Canada to deliver cost effective solutions that attract and retain employees, manage risk, and foster a thriving culture.

About the Role

The Client Service Representative is an administrative and client-focused role responsible for supporting our group benefits clients and their employees. You'll be the main point of contact for client inquiries, ensuring prompt, professional and accurate service.

In this role, you will work closely with our Consulting team and Third-Party Administration team to deliver daily administration services, maintain client and employee records, and assist with renewals and plan changes.

Key Responsibilities

Client Service & Administration

Respond to client and employee inquiries regarding benefit plans, claims, and general plan information Provide daily administration services, including large volumes of data management Maintain accurate employee and dependent records Prepare and reconcile monthly billing statements Conduct enrollment audits and assist with plan amendments or updates Liaise between clients and insurance carriers for claims, life, and disability inquiries Provide peer review and back-up support to colleagues as required Coordinate client training sessions
Client Support & Collaboration

Support Advisors and Consultants in maintaining strong client relationships Assist with renewals, experience reporting, and preparation of plan overview documents Conduct Collective Bargaining Agreement (CBA) audits as needed Liaise with clients and insurers regarding major claims issues or escalations Support Employee & Family Assistance Program (EFAP) reporting and data management where applicable
Reporting & Analysis

Assist in preparing quarterly claims summaries for non-ASO benefits Compile and track occupational accident claim experience (if applicable) Maintain and distribute accurate and timely reports for internal teams and clients
Plan Renewals, Marketing & Amendments

Input renewal data and compile supporting documentation for the consulting team Assist with marketing and market review activities Process plan amendments and coordinate with carriers and clients to confirm direction, pricing, and documentation Review carrier booklets and materials for accuracy and ensure timely delivery of final versions to clients
Other duties as assigned.

Qualifications

Previous experience in group benefits administration, insurance, or a related client service role (3+ years' experience preferred) Strong attention to detail with excellent organizational skills Professional communication and interpersonal skills Proficiency in Microsoft Office (Excel, Word, Outlook) Ability to manage multiple priorities in a fast-paced, team-oriented environment LLQP an asset
Job Type: Full-time

Pay: From $55,000.00 per year

Work Location: In person