Employee Benefits Account Manager

Employee Benefits Account Manager

Company: The ReFrame Financial Group Inc.

Start Date: Immediate

Location: Kitsilano (Hybrid)

Total Compensation: $50k-$120k base compensation

About The ReFrame Group

Our mission is to inform, inspire and equip people so that they can be freed from the obstacles that prevent them from realizing their full potential. We make a difference people love. We are the antithesis of the classic Insurance Brokerage and are reframing the employee group benefits & pension value proposition in many ways. Our strategies help mobilize leadership and culture to align company values with its people.

We equip business Owners, Executives, Finance Departments. and HR professionals with invaluable resources to help make sense of unnecessarily complex benefits & pension programs. Once equipped with our cutting-edge information, our work inspires the co-creation of progressive and sustainable employee health, benefits & pension plans.

Socials & Thought-Leadership Events

We believe in fostering the development of an optimal Talent and Culture community. We host bimonthly socials/events throughout the year; these events run from 6 p.m. to 8 p.m. One event runs on the first Thurs of the month in Surrey, and the other runs in downtown Vancouver on the 3rd Tues of the month.

Start-up Health Tech Focused Culture

It is important to note that we believe words are very powerful and being consistent in our communications is of the utmost importance. Furthermore, being transparent and authentic are keys to your success in this role. As a small start-up culture, we view ourselves as health-tech pioneers. At times, everyone needs to contribute outside of his or her job description to ensure the mission and goals of the business are achieved.

Maximizing Your Potential with the ReFrame Group

We are a goal-oriented culture that believes in working hard and striving to achieve greatness. With that in mind, all team members are expected to complete his or her 1, 2, and 5 years personal, health & career goals. We are here to help you achieve your goals, regardless of whether they have anything to do with your relationship with The ReFrame Group.

We want you to feel incredible and know that we sincerely care about you personally, not just professionally and this is reflected in the way we support our team members development.

Responsibilities

• Answer client questions, assist with challenges and/or claims issues
• Outline brief “executive summary” benefits performance emails for clients
• Prepare, quarterly, semi-annual and annual utilization reports for clients
• Prepare and deliver presentations on new benefits plans and plan amendments
• Analyze and compare insurer products, services, proposals, and summarize for customers
• Manage all aspects of new client implementation, including Master Application and employee enrolment documentation
• Manage all aspects of client plan amendments, price changes, correspondence with clients, and review of insurer materials
• Liaise with insurance carriers and manage all aspects of the benefits plan marketing process (obtain reports, employee data, contracts, prepare specifications, review quotations and prepare results for presentations)
• Act as key contact with distribution partners; escalate challenging issues to leadership where applicable
• Ensure relevant documentation is maintained to achieve The ReFrame Group goals
• Update and maintain all client/prospect database information

Knowledge/Education/Experience

• Experience working in an administrative capacity
• 2+ years work in the employee group benefits insurance industry
• LLQP Designation or interest in registering
• GBA, RPA, or CEBS designation would be an asset to this position – or interested in starting to work on the CEBS immediately
• Excellent analytical skills including the ability to work with data to develop technical reports
• Working knowledge of group products, contract provisions, and administrative procedures
• Demonstrated experience in a group sales and service environment
• Well-developed communication, negotiation and presentation skills
• Ability to prioritize and multitask
• Ability to think logically, analyze and solve problems
• Proven ability to work in a team environment
• High level of initiative
• Ability to manage confidential information
• Experience in retirement plan administration would be an asset
• Exceptional working knowledge in MS Windows Suite (Word, Excel, and PowerPoint)
• Default to action and default to transparency are a must
• Growth mindset and keen interest in developing your whole-self

Key Attributes we are seeking

• Maniacal sense of urgency
• Hyper organized (you are the type of person who loves lists and who writes every note down)
• Must be extremely detail oriented
• Being gritty/resilient are a must. If you are easily offended and let a lot bother you, this role isn't for you.

Work location and conditions

• Shared office space work environment (www.Suite-Genius.com) in Kitsilano, plus remote work
• Prolonged periods of sit/standing at a computer workstation
• Travel to different sites within the Lower Mainland may be required (but very little)
• Attendance at ReFrame Socials and Thought Leadership events

What's in it for you

• A hybrid work environment
• Matching RRSP
• New Business Referral Commission Plan
• Generous benefits plan including a flexible wellness account
• Full support for continuing education & internal opportunities to grow to advance your career
• Learning from seasoned and leading industry experts

We strive to reduce unconscious bias throughout our hiring process.

Due to being a small and fast innovative team, we appreciate your understanding that only those resumes that are a potential right fit will be contacted. Thank you kindly for the time and consideration.