Job Description

About Us

We are a growing and dynamic group benefits brokerage firm looking for a detail-oriented, analytical, and proactive

Client Services Administrator - Group Benefits

. This is a key support role within our consulting team--ideal for someone who has experience with group insurance, enjoys working with data, and can manage a variety of operational and administrative tasks, including RFP preparation, renewal support, and special projects.

This is not an internal HR role. We are a Group Benefits Consulting Firm that works with employers and insurance carriers. This role supports our consultants in administering benefits plans for multiple clients.

We're seeking someone who is equally comfortable formatting reports and presentations as they are analyzing insurer data and supporting high-stakes deliverables for consultants.

Key Responsibilities

Create and format client deliverables

, including reports, briefs, financial summaries, and renewal memos.

Build professional PowerPoint presentations

for client meetings, proposals, and marketing initiatives.

Utilize Excel

to prepare billing summaries, data analysis, and comparative reports for renewals and marketing. Provide

administrative support

for consultants

including scheduling, correspondence, and file management.

Support Consultants with the RFP process

, including compiling documentation, formatting submissions, and coordinating carrier responses.

Assist with ad hoc projects

, including internal initiatives, compliance documentation, client onboarding, and research tasks. Draft and respond to

routine and confidential communications to clients

, maintaining a high degree of professionalism and discretion. Collaborate with consultants to

streamline workflows

and maintain consistency in client service delivery.

Qualifications & Skills

Post-secondary diploma or degree in

Business, Insurance, Office Administration

, or related field.

2+ years of experience

in group benefits, employee benefits administration, or financial services (required). Advanced proficiency in

Microsoft Excel

(formulas, formatting, pivot tables, charts) and

PowerPoint

. Comfortable working with

financial data, insurance documents

, and carrier reports. Excellent verbal and written communication skills with strong

proofreading and formatting abilities

. Strong organizational and time management skills with the ability to handle multiple priorities. High level of

professionalism, discretion

, and initiative. Adaptable and resourceful, with the ability to perform

ad hoc duties

independently and effectively.

Why Join Us?

Fast-growing brokerage firm with meaningful growth and advancement opportunities. Competitive compensation with

commission opportunities

. Full

benefits package

including dental, vision, extended health care, life insurance, critical illness insurance, disability insurance, and an Employee & Family Assisted Program (EFAP). Team-oriented, supportive work culture and regular company events. Office located in Toronto with a Monday-Friday, 9-5pm schedule.
Job Types: Full-time, Permanent

Pay: $50,000.00-$55,000.00 per year

Benefits:

Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance Paid time off Vision care Wellness program
Ability to commute/relocate:

Toronto, ON M4M 2R7: reliably commute or plan to relocate before starting work (required)
Application question(s):

Describe a specific administrative task or project you completed that required a high level of accuracy and attention to detail. What steps did you take to ensure everything was completed correctly and efficiently?
Experience:

Microsoft Powerpoint: 2 years (preferred) Microsoft Excel: 2 years (required)
Work Location: In person