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Client Service Representative, Group Insurance Benefits
Job Type: Full Time
Location: Calgary, AB, CANADA;
Job Category: Insurance ; Insurance Account Management
Job Industry: Insurance
Job Career Level: Experienced
Year(s) of Experience: 2
Number Of Positions: 1
Date Posted: Jan 30, 2013
Reporting to the Manager, Client Service, this position is responsible for managing assigned cases, which are generally complex in scope from a plan administration perspective. This position will also be accountable for project managing the installation of plans for new clients including preparation of master applications, administration guides, training clients on administrative procedures including GroupNet. Daily personal, telephone and written contact with clients and advisors is an integral part of this position. This position will be expected to commit to completing the Group Benefits Associate designation under the Certified Employee Benefits Specialist Program.


Working as part of the service team including the Account Manager and inside service support the incumbent will:

Implement, manage and maintain Group Life and Health benefits plans for assigned policyholders including preparing new case applications and amendment applications,
Participate in employee meetings including preparation of employee announcement bulletins
Review contracts and employee booklets, including providing interpretation of contract wording to clients
Meet with clients on a regular basis including to review administrative and claims procedures,
Train clients on GroupNet, etc.
Work directly with head office and claims offices on issues/problems with respect to assigned clients.
Meet the non-financial expectations of specific clients including administration inquiries and problem-solving
Obtain underwriting approval for routine plan changes and review with account manager; managing premium billing problems/issues including employee terminations, new employee additions and wage/salary changes.
Qualifications and Competencies:

Completion of post secondary education including college certificate, diploma or degree or equivalent education and experience
Experience with Group Life and health products
Experience working with group systems and departments
Strong customer service orientation
Ability to work independently and set priorities
Ability to solve problems and research information in order to determine appropriate decisions
Excellent communication skills, both oral and written
Project management skills
Preference will be given to applicants with professional designations (or part thereof) CEBS
A car and driver’s license is required

We offer a challenging, team-oriented work environment, competitive income and benefits including association registration fees and opportunities for professional and personal growth.

Take the next step.

Apply with your cover letter and resume by Monday, March 11, 2013.

We are committed to employing a diverse workforce and encourage all qualified individuals to apply. Only those candidates who are selected for an interview will be contacted.

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