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About the Role
The Plan Build Specialist is responsible for setting up, designing, amending, and changing plans for new and existing customers, primarily supporting the Group and Individual lines of business. This role involves interpreting sales documents, developing plan designs, facilitating client meetings, entering data into the administrative system, and collaborating with various internal departments.
Responsibilities
- Participate in RFP reviews when required.
- Review sales documents to understand sold products.
- Review and interpret previous carrier documents.
- Develop and map plan design on the Plan Design Template.
- Facilitate client meetings to gather requirements, review documentation, and obtain sign-off.
- Enter client structure and plan design into the Administrative System.
- Collaborate with Client Administration on enrollment requirements.
- Collaborate with PSOS for rules attachments.
- Collaborate with Underwriting for financial information.
- Collaborate with IT for large implementation requirements.
- Interpret and process plan changes and plan amendments.
- Complete plan design analysis.
- Respond to inquiries and manage issue resolution.
- Review detailed history reports.
- Complete accumulator mapping template.
- Collaborate with Implementation Services and IT Support.
- Manage multiple projects with varying degrees of complexity.
- Meet established timelines to complete projects.
- Coordinate with internal stakeholders as required.
- Peer review work to confirm accuracy.
- Ensure supporting material is retained.
Requirements
- Post-secondary degree or diploma in business, administration or related discipline.
- 3 - 5 years of experience in benefits and / or related industries.
- Proficient in benefit administration issues, claims processes, and group contracts / booklets.
- Excellent issue resolution skills.
- Excellent decision-making skills.
- Excellent communication skills.
- Excellent meeting facilitation skills.
- Excellent project management skills.
- Experience training and mentoring peers.
- Exhibits consistent attention to detail.
- Strong administrative skills.
- Strong reporting skills.
- Strong analytical skills using MS Office tools.
- Ability to multi-task.
- Ability to manage large amounts of data.
- Ability to interpret large amounts of data.
- Ability to work under pressure.
- Ability to work independently.
- Positive attitude.
- Willingness to learn new tasks.
- Customer and solutions oriented.
- Continuous improvement mindset.
- Demonstrates / models GSC behaviours.
Skills
- MS Office tools
- Bilingualism (English/French)
Location
- Canada
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- Post-secondary degree or diploma
Salary/Compensations
- CAD $51,383.00 - 79,261.00
About the Company
- GreenShield is a proudly Canadian, national non-profit health care and insurance organization, driven by its mission of Better Health for All.
- Believes health care is a right, not a privilege.
- Committed to improving health outcomes, advancing health equity, and building a future where every Canadian can reach their full health and well-being potential.
- Offers insurance, administers benefits, and pays claims as a ‘payer’ while offering health care services such as mental health, pharmacy, telemedicine, and chronic disease management as a ‘provider’ through its unique integrated payer-provider ("payvider") model.
- As a non-profit social enterprise without shareholders, it reinvests excess earnings to directly support underserved communities.
- Through GreenShield Cares, positively impacted the health and well-being of over one million Canadians between 2020 and 2025.
- Committed to measurably impacting an additional three million Canadians by 2030 across mental health, essential medicines, and chronic disease management through scalable initiatives.
- Culture is where purpose meets passion and performance.
- Teams work as one to deliver meaningful, measurable impact for the people and communities served.
- Believes a career should be meaningful.
- Culture is one where everyone's voice is heard and valued.
- Challenges the status quo.
- Believes the workplace should empower employees to be the best version of themselves.
- Provides a place where employees can be inspired, challenged, and rewarded.
- Believes that employee growth means company growth.
- Believes employee voice is heard and valued.
- Believes work has purpose.
- Believes people are critical to overall success.
- Believes inclusivity makes the organization stronger, smarter, and more informed.
- Believes intentional inclusivity of diverse backgrounds, perspectives, and experiences enhances company culture.
- A career at GreenShield is about making a difference together.
Equal Opportunity
- GS supports diversity, equity and inclusion in its teams and communities, and values the unique contributions made by all.
- Encourages applications from all candidates and will accommodate needs under human rights legislation throughout all stages of the recruitment and selection process.
- Requests for accommodation can be made to requestforaccommodation@greenshield.ca.
- Information received relating to accommodation will be addressed confidentially.