Life Benefit Solutions
Group Insurance & Retirement Broker
AccountServiceRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Service Representative at Life Benefit Solutions. Skills: Client management, Client service, Communication, Organization. Manage assigned block of clients. Deliver consistent and proactive service”
What You'll Achieve.
Maintain a high standard of service; Ensure service standards are met and tracked regularly
Industry & Context.
Effective problem-solving and decision-making capabilities; Identify and implement solutions
Driver’s license and reliable, late-model vehicle required, Travel to client sites, including multi-day overnight trips
What They're Looking For.
Must Have
Excellent communication skills, both written and verbal, High attention to detail and organizational skills, Ability to multitask, prioritize, and meet deadlines in a fast-paced environment, Effective problem-solving and decision-making capabilities, A self-starter attitude with the ability to work independently and as part of a team, Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Nice to Have
Experience in group insurance, pension/retirement, or a related field, LLQP designation
What You'll Do.
Manage assigned block of clients
Deliver consistent and proactive service
Host employee meetings and training sessions
Educate plan members and administrators
Respond to client inquiries
trusting relationships
Collect and process documentation
Identify and implement solutions
Ensure service standards are met
Travel to client sites
Support additional tasks and projects
How You'll Work.
Team & Collaboration
Act as a liaison between clients, insurance carriers, and internal teams; Work as part of a team
Communication Scope
Excellent communication skills, both written and verbal
Full Job Description
We are looking for an Account Service Representative to join our dynamic team of high-achieving professionals dedicated to delivering an exceptional client experience. As an Account Service Representative, you'll play a key role in managing and supporting a portfolio of Group Insurance & Retirement (Pension) clients. This is a full-time, hybrid position based in Winnipeg, MB, with some flexibility for remote work. We strongly encourage First Nations and Indigenous applicants to self-declare in your cover letter. ### ### # **The Account Service Representative will:** * Manage an assigned block of clients, delivering consistent and proactive service * Host employee meetings and training sessions for plan administrators (in-person and virtual) * Educate plan members and administrators about their group insurance and retirement benefits * Respond to client inquiries via email, phone, or meetings with professionalism and care * Act as a liaison between clients, insurance carriers, and internal teams * Build strong, trusting relationships with new and existing clients * Collect and processing documentation accurately and on time * Identify and implement solutions to maintain a high standard of service * Ensure service standards are met and tracked regularly * Travel to client sites, including multi-day overnight trips (driver’s license and reliable, late-model vehicle required) * Support additional tasks and projects as needed # # **To be successful as an Account Service Representative with Life Benefit Solutions, you will need:** * Experience in group insurance, pension/retirement, or a related field (preferred, not required) * A passion for delivering excellent client service * Strong relationship-building skills and a genuine interest in community engagement * Excellent communication skills, both written and verbal * High attention to detail and strong organizational skills * Ability to multitask, prioritize, and meet deadlines in a fast-paced environment * Effective p
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