Owen & Associates is a leading consulting and brokerage firm specializing in employee benefit & retirement solutions for global companies in Canada. With over 22 years of success and a team of 40+ professionals, they serve over 400 corporate clients nationally and maintain partner relationships in over 150 countries.
Due to significant growth, they are looking for a Consultant to join their team. The role will be responsible for delivering a high level of client service accompanied with technical skills in a fast-paced work environment. The role reports to the Director of Consulting Services.
The company has maintained continued success operating through a referral-based model which provides Consultants the time to manage their accounts without the pressure of direct sales.
The company is headquartered in Collingwood with satellite offices located throughout Ontario, to collaborate with other team members.
The ideal candidate has industry experience and a willing and eager attitude to manage a larger volume of small to mid size accounts over time.
Company Benefits and Perks:
- Full-time, permanent role. 100% Remote! Ideal candidate resides in ON and is willing to travel to the head office 4-6 times per year.
- Competitive Compensation starting at $85,000 to $90,000 plus, depending on experience and completion of LLQP/CEBS/GBA designation.
- Growing company with an employee driven culture, focused around career development and change!
- Opportunity to enhance presentation skills and industry knowledge.
- Company and Performance based bonus, employer paid health and dental benefits, RRSP matching program.
- Generous vacation and flex/sick days.
Key Responsibilities:
- Act as clients’ main point of contact for managing Group Benefit & Retirement plans.
- Input carrier data into various Usage Update and Annual Renewal client reports.
- Group and Retirement RFP completion.
- Prep employee facing presentations and benefit plan summaries.
- Maintain all client files and correspondence to comply with O&A Standards.
- Develop knowledge of all carrier administration portals.
- Regular update of internal CRM and report tracking systems.
- Keep up to date with industry trends and activities by participating in webinars, seminars, etc.
- Assigned up to 30 Small-Mid Accounts for Inforce Servicing, Marketing, Renewals and Quarterly Claims updates analysis.
- Monthly or As Required: Assigned up to 5 Small-Mid separate implementations (GB and RTMT).
- Usage Update Reports Completion (ASO and Non-ASO).
- Stewardship Reports (Opening/Closing Balances, Fund Listings etc.).
- Client facing employee presentations, quarterly reviews and annual retirement and benefit plan client discussions.
- Taxable Benefit Reports support.
- Special Projects, as assigned.
Qualifications and Skills:
- The candidate must have a minimum of 2+ years of experience working for a Brokerage/Carrier or specific industry-related experience.
- Active LLQP License or desire to pursue.
- Strong Interpersonal, communication skills both written and verbal.
- Client facing experience.
- Highly flexible, self-motivated & able to multi-task.
- Positive attitude, solution oriented and a team player.
- Strong Working knowledge of Salesforce, Excel, Word, Outlook and PowerPoint.
In order to apply, please send your resume to recruitment@hrcovered.com before January 23rd, 2025.
