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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