Our Team
group benefits
ManagingConsultant
Neural analysis suggests this role is
optimal for Mid candidates.
“Managing Consultant at Our Team. Skills: client relationship management, group benefits expertise, strategic consulting. Retain and grow relationships for an assigned block of group benefits clients. Understand client needs”
What You'll Achieve.
Retain and grow relationships for an assigned block of group benefits clients; Identify cross sell opportunities that add value for our clients
Industry & Context.
Analyze data and multiple carrier proposals; Perform ad hoc investigations of claims data in order to explain trends to client
Valid driver’s license and consistent access to a vehicle
What They're Looking For.
Must Have
Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration, Minimum 3 – 5 years’ experience in group benefits in a client facing role, Understanding of the group benefits industry including funding arrangements, A Life license (LLQP) is required, A customer service-oriented mindset, an entrepreneurial spirit, the ability to adapt to a quickly changing environment, To be self-motivated and able to work independently, Proficiency in Microsoft Office, Proficiency in Adobe Acrobat, Proficiency and comfort working with multi-channel technology, Valid driver’s license and consistent access to a vehicle
Nice to Have
GBA or CEBS designation
What You'll Do.
Retain and grow relationships for an assigned block of group benefits clients
Understand client needs
Identify products and solutions to enhance client benefits
Set strategic consulting plan for client relationship
Identify cross sell opportunities that add value for our clients
Review plan performance and client files to understand the claims experience
Prepare market specifications for clients using both internal and external quoting systems
Analyze data and multiple carrier proposals
prepare cost comparisons
facilitate finalist presentations as required and make recommendations related to the best option for the client
Perform ad hoc investigations of claims data in order to explain trends to client
Coordinate new business implementation
Prepare documents for client presentations and meet in person to deliver client information
Update workflow systems regularly
How You'll Work.
Team & Collaboration
Work in collaboration with supporting teams to unlock opportunities; Work in collaboration with analyst and underwriting for client renewals, reporting and reviews, and creating commentary that is presented to clients; Provide technical and peer review work for the analysts and other associates; Support working relationships with Plan Sponsors, Plan Administrators and Representatives; Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross sell opportunities
Communication Scope
Prepare documents for client presentations; meet in person to deliver client information; creating commentary that is presented to clients
Full Job Description
We are seeking a Managing Consultant to join our team in Edmonton. The Managing Consultant’s primary responsibility will be to retain and grow relationships for an assigned block of group benefits clients. They will be committed to understanding our client needs and work in collaboration with supporting teams to unlock opportunities to identify products and solutions that will enhance their benefits journey. ### ### # **The Managing Consultant will:** * Set strategic consulting plan for client relationship * Identify cross sell opportunities that add value for our clients * Review plan performance and client files to understand the claims experience * Prepare market specifications for clients using both internal and external quoting systems * Analyze data and multiple carrier proposals, prepare cost comparisons, facilitate finalist presentations as required and make recommendations related to the best option for the client * Perform ad hoc investigations of claims data in order to explain trends to client * Work in collaboration with analyst and underwriting for client renewals, reporting and reviews, and creating commentary that is presented to clients * Provide technical and peer review work for the analysts and other associates * Coordinate new business implementation * Prepare documents for client presentations and meet in person to deliver client information * Support working relationships with Plan Sponsors, Plan Administrators and Representatives * Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross sell opportunities * Track ongoing work, update workflow systems regularly and as necessary # # **To be successful as a Managing Consultant with People Corporation, you will need:** * Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration * Minimum 3 – 5 years’ experience in group benefits in a client facing role * Understanding of the group benefits industry including funding arrang
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