Consultant

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🔥 4 minutes ago

🇨🇦 Canada – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Owen & Associates

WebsiteLinkedInAll Job Openings

11 - 50 employees

🛡️ Insurance

🤝 B2B

💼 Consulting

Insurance • B2B • Consulting

Owen & Associates is a Canadian consulting and brokerage firm that helps global companies establish and manage employee benefit and retirement solutions for their Canadian operations. Their services include employee benefits brokerage and consulting (design, implementation, benchmarking, reporting, claims advocacy and communications), group retirement and pension support, third‑party administration (enrolment, maintenance, bill reconciliations), executive and individual insurance products, and international liaison services for subsidiaries. They emphasize client‑centered service, payroll and compliance support for taxable benefits, and partnerships with major insurers and international partners.

📋 Description

• Act as a trusted advisor and primary point of contact for an assigned portfolio of clients • Manage client commitments, renewals, implementations, ongoing service activities, dependencies and deadlines • Analyze claims, utilization, renewal, plan performance, pricing and other relevant client or market information • Identify material trends, risks, opportunities and implications, evaluate options and develop clear, evidence-supported recommendations • Lead client meetings, stewardship reviews, renewal presentations, employee education sessions and other expected discussions • Explain technical information, recommendations and trade-offs clearly for different audiences and support informed client decisions • Oversee renewal, marketing and implementation activities and coordinate work across Analysts, internal teams, carriers and service partners • Review client deliverables for accuracy, completeness and consistency, and maintain clear, traceable records of decisions, approvals and supporting information • Delegate work to Analysts with clear outcomes, authority, deadlines and review expectations while remaining accountable for the client outcome • Provide timely feedback, guidance and knowledge sharing that builds Analyst capability and independence • Identify and communicate delivery, quality, compliance or client risks early and take practical action to address them • Maintain current knowledge of legislation, products, market developments, technology and consulting practices relevant to Group Benefits and Retirement programs

🎯 Requirements

• Post-secondary education in business, human resources, finance, insurance or a related field, or an equivalent combination of education and experience • Meaningful experience in Canadian Group Benefits consulting, brokerage, underwriting, account management or a closely related advisory environment • Strong working knowledge of Group Benefits programs; experience with Retirement programs is an asset • Experience managing client relationships and a portfolio of concurrent renewals, projects and service commitments • Ability to interpret claims, renewal, plan performance and market information and translate findings into practical recommendations • Confidence leading client meetings, presenting recommendations and navigating sensitive or complex discussions • Strong judgement, organization and follow-through, with the ability to manage competing priorities and changing requirements • High attention to accuracy, documentation, confidentiality, compliance and quality • Ability to delegate, review work and provide constructive guidance to Analysts while maintaining accountability for outcomes • Clear written and verbal communication skills and a collaborative, service-focused approach • Ability to use Microsoft 365 and approved business systems and digital tools effectively and responsibly • All licences, registrations, certifications or professional qualifications required to perform the role, or the ability to obtain and maintain them as a condition of employment

🏖️ Benefits

• Team-first environment where colleagues support one another, build trust, communicate respectfully, and help others succeed • Opportunities to strengthen systems, use technology thoughtfully, support meaningful change, and build for the future • Inclusive and accessible workplace • Accommodations available upon request throughout the recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA)

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