Are you looking for a new career path? Do you enjoy working with numbers and helping people? Now is your chance to take your career to the next level by joining the Selectpath Oakville team.
Job Title: Benefits Associate
Company: Select Path Oakville
Location: Oakville, Ontario
Job type: Permanent & Full-Time
Job Status: Hybrid (in office 2 days per week)
Salary: 55-65K based on experience
Position Summary
The ideal candidate must be comfortable working with people (customers and staff) while also enjoying working crunching numbers. As a Benefits Associate, this position will provide support to the Advisor and clients of Selectpath Oakville. You will be responsible for handling inquiries, data entry, and requests related to group benefits products.
This job starts with three months of training to learn the ins and outs of how to be an effective Benefits Associate. The first two months are in office monday-friday followed by three days in office during month three. After your three months of training is complete, this job will move to a fully hybrid model with the expectation of being in the office 2 days per week.
About Select Path
Selectpath Benefits & Financial Inc. works in partnership with our clients to guide them along “the Right Path” to financial security and success by implementing customised solutions through innovation, excellence and integrity. Our team of industry experts specialises in benefits and pension, personal and corporate financial planning, and human resources management. Our services offer a comprehensive, hands-on approach to managing your short and long-term goals.
Key Responsibilities
- Review and analyse plan pricing, design, administration
- Plan, organise and facilitate the preparation and completion of client renewals
- Provide recommendations to the advisor
- Negotiate pricing with benefit carrier as required
- Plan, organise and facilitate market studies, new plan implementations, plan amendments, carrier changes, and AOR’s
- Participate in finalist meetings as required
- Management of large client files
- Provide accurate and thorough answers to client requests and questions
- Communicate with carriers through client issues as required
- Ensure the client experience is delivered upon from start to finish of client life cycle
- Assist in training Benefits Administrators as requested
- Other duties as assigned
Must Haves
- Knowledge of MS suite (Outlook, Word, and PowerPoint) with a solid understanding of Excel
- A life long learner who is not afraid to step into the unknown
- Process oriented
- Ability to take initiative with a proactive approach to getting things done
- Enthusiastic and respectful
- Highly professional and confidential
- Ability to keep organised
- Enjoys working in a fast work environment
Nice to Haves
- University or college degree and/or real-world experience
- Experience in sales and/or experience in client facing roles
- Group Benefits Associate (GBA) designation
- Certified Employee Benefit Specialist (CEBS) designation
- Knowledge of Goldmine or other CRM platforms
- Bilingualism
Equal Opportunity Employer
Selectpath is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other legally protected factors.
How to Apply
Are you ready to make a difference and chart an exciting new career path? Please send your CV to recruitment@hrcovered.com and title the email “Selectpath Oakville.” We thank all candidates who apply, however, only those selected for an interviewing process will be contacted.