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About the Role

This role provides essential support to Senior Account Managers by managing client relationships, preparing renewal and marketing materials, and participating in client meetings. It is designed for a proactive professional who balances administrative accuracy with active client engagement.

Responsibilities

• Prepare renewal packages, marketing submissions, and benefits summaries
• Track and maintain client plan data including employee changes and enrollments
• Respond to client and carrier inquiries promptly
• Ensure client documentation is accurate and compliant
• Manage workflows and deadlines using CRM and internal tools
• Support the preparation of proposals and client presentations
• Attend in-person and virtual client meetings
• Provide service to retain and strengthen client relationships
• Proactively identify issues and take ownership of tasks
• Participate in webinars and industry events
• Assist with administrative tasks as needed

Requirements

• 3 to 5 years of experience in the group benefits industry
• Confident and professional communication skills
• Highly organized with strong attention to detail
• Ability to work independently and collaboratively
• Completion or willingness to obtain LLQP and/or GBA
• Valid driver’s license and access to a vehicle

Skills

• Microsoft Office (Excel, Word, PowerPoint)
• CRM systems
• Web-based carrier portals
• Verbal and written communication
• Client relationship management

Location

• Canada

Work Type

• Hybrid (2x per week in office)

Experience Level

• 3 to 5 years

Education Level

• LLQP or GBA (or willingness to obtain)

Benefits

• Competitive compensation
• Employer-paid benefits
• RRSP matching
• Paid time off between Christmas and New Year’s
• Ongoing professional development
• Mental health and wellness programs
• Social events

About the Company

• One of the largest independent benefits and insurance brokers in Canada
• Leaders in Canadian benefits advisory since 1993
• Great Place to Work Certified (5x)

Equal Opportunity

• PACE Consulting Benefits & Pensions Ltd. is an equal opportunity employer
• Welcomes and encourages applications from people with disabilities
• Committed to creating a diverse workplace
• Accommodations available on request