Group Benefits Account Assistant – Remote Work

Job not on LinkedIn

🔥 8 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🗣️🇫🇷 French Required

Where this job comes from

Posted on First Insurance Corporation's careers page, not through a job board

First seen by Remote Rocketship 8 minutes ago

Logo of First Insurance Corporation

First Insurance Corporation

51 - 200 employees

Founded 1992

🛡️ Insurance

🤝 B2B

Insurance • B2B

First Insurance Corporation is an insurance firm that appears to operate as an insurance agency or brokerage with a focus on partnering with insurance professionals and recruiting agents. The company website emphasizes "Insurance Professional Partnership," agent resources, carrier relationships, and becoming an agent. Public contact details list offices in Scottsdale, Arizona and South Rockwood, Michigan along with email and phone numbers. The available information suggests a business focused on insurance distribution and agent support rather than product manufacturing.

📋 Description

• Support the preparation of quotes, renewals, and new client onboarding • Collect and organize data on participants, premiums, claims, benefits utilization, and plan results • Coordinate the collection of information with group insurance providers and the underwriting team • Track upcoming renewals and conduct the necessary follow-ups • Use loss ratios and target loss ratios to help estimate approximate rate changes • Format spreadsheets and presentations related to quotes and renewals • Review insurers’ experience reports and flag discrepancies requiring follow-up • Serve as a point of contact for current and new clients by coordinating their questions and requests • Collect the documents required for quotes, renewals, and onboarding • Collaborate with underwriting and administration teams during new client onboarding and transitions from other insurers • Prepare files for submission to insurers and follow up on rate proposals • Prepare client communications and support employee enrollment activities • Liaise with insurers, underwriters, and service providers regarding pricing, plans, technical results, and implementation • Maintain complete, accurate, and compliant client files and tracking documentation

🎯 Requirements

• At least two years of experience in underwriting, underwriting support, group insurance, insurance, or a related field • Understanding of the data collection methods used by underwriters and the information required to prepare a group insurance renewal • Practical knowledge of using loss ratios and target loss ratios to estimate the rates for the coming year based on historical ratios and plan results • Interest in developing skills in account management, consulting, and business development • Knowledge of group insurance products, renewals, pricing, or technical results analysis is an asset • A licence or certificate authorizing the provision of advice to group insurance clients in Quebec is a strong asset; candidates who do not hold one will be required to begin the process of obtaining it in Quebec upon hiring • CEBS, GBA, or equivalent professional designation is an asset • Postsecondary education in business administration, finance, insurance, or a related field is an asset • French-English bilingualism required • Strong communication, analytical, and organizational skills • Intermediate to advanced proficiency in Microsoft Excel and PowerPoint • Good working knowledge of Microsoft Office

🏖️ Benefits

• Paid sick leave and vacation • Competitive compensation • Group retirement savings plan with employer matching contributions • Employee benefits • Health and wellness spending account • Employee Assistance Program (EAP) • Training and career development support • Employee discount programs • Corporate culture team dedicated to diversity, inclusion, and employee programs • Employee recognition and appreciation activities • Remote work in Quebec • Opportunities to progress into an Account Manager or Consultant role

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