Our client is a trusted leader in providing group benefits and retirement solutions. With over 40 years of industry experience, their mission is to empower clients through expert advice and innovative services. They are looking for a driven and detail-oriented Senior Group Retirement Service Representative to join their Employee Benefits and Retirement Practice. Youll be working closely with Managing Consultants, Clients, and Providers. This position is remote with occasional requirements to meet with clients at their business locations. Support Clients & Team Members: Collaborate with Managing Consultants to service a diverse book of group retirement benefits business, ensuring correct and prompt documentation for group retirement plan governance and plan sponsor support. Enhance Client Experience: Provides professional, courteous service to plan sponsors and fellow team members. Help prepare reporting and analyze trends. Drive Growth: Support the Group Retirement team in enhancing services and incorporate industry change/opportunities in the ongoing support of clients. Industry Expertise: 35 years of experience in group retirement industry, ideally in a client supporting roles, with direct involvement in plan governance and operational service. Comprehensive understanding of group retirement plans. Technical Proficiency: Intermediate to advanced Excel skills and Microsoft applications. Strong analytical skills with the ability to research and interpret data. Relevant insurance designations or licenses. Relationship-Driven Approach: Strong knowledge of major Canadian markets and relationships with record keepers and custodians. Ability to respond to customer needs and ask for customer feedback to improve service. Passion for Growth: An initiative-taking mindset and drive to continuously develop technical and professional ability. Comprehensive health, dental, and vision insurance Retirement savings plan with company match Professional development and training opportunities
Job Title
Senior Service Support Representative (Remote)