What are the responsibilities and job description for the Senior Client Relationship Specialist - Group Benefits position at Jobgether?
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Client Relationship Specialist - Group Benefits in Canada.
This role offers an exciting opportunity to manage and strengthen relationships within the employee benefits and insurance sector while contributing to client satisfaction and business growth. As a senior relationship specialist, you will serve as a trusted advisor for complex group benefits inquiries, account management activities, and post-sales support. You will collaborate closely with producers, advisors, and plan administrators to deliver strategic solutions and maintain long-term client partnerships. The position combines relationship management, problem-solving, and consultative support in a dynamic and client-focused environment. Candidates who thrive in communication-driven roles and enjoy balancing operational excellence with strategic account support will excel here. This is an ideal opportunity for professionals looking to deepen their expertise in group benefits while working within a collaborative and high-performing team culture.
\n- Serve as a primary point of contact for clients, advisors, and group plan administrators regarding post-sales support and account management activities.
- Handle complex inquiries related to group health and dental plans, contractual matters, billing adjustments, policy changes, and administrative updates.
- Identify opportunities for cross-selling and premium growth while supporting client retention and long-term account success.
- Build and maintain strong relationships with producers, brokers, and stakeholders through proactive communication and consultative support.
- Collaborate with Sales Consultants on advisor meetings, presentations, reporting, and strategic client initiatives.
- Conduct virtual and in-person meetings to strengthen client relationships, address concerns, and deliver service excellence.
- Maintain accurate records and producer information across CRM and internal systems, ensuring data integrity and operational efficiency.
- Proactively resolve issues, recommend process improvements, and contribute to a positive client experience across all interactions.
Requirements:
- Strong knowledge of Group Health and Dental insurance products.
- Proven experience in account management, client relationship management, or employee benefits services.
- Excellent verbal and written communication skills with the ability to deliver presentations confidently.
- Strong organizational, time management, and problem-solving abilities.
- Ability to independently manage complex client inquiries and recommend effective solutions.
- Valid Alberta driver’s license and access to an insured vehicle.
- Experience with Salesforce.com, Microsoft Office, Group Portal, or similar systems is considered an asset.
- Familiarity with additional group insurance products such as Disability or Individual Insurance is preferred.
- Professional certifications such as GBA (Group Benefits Associate) or CEBS (Certified Employee Benefit Specialist) are advantageous.
- Minimum of 2 years of experience within the employee benefits or insurance industry is preferred.
- Strong interpersonal skills and a customer-focused mindset in a fast-paced environment.
Benefits:
- Competitive salary ranging from CAD $55,000 to $90,000 annually.
- Eligibility for discretionary or performance-based incentive compensation.
- Comprehensive flexible benefits and total rewards program.
- Career development support through coaching, mentorship, and growth opportunities.
- Access to advanced productivity and collaboration tools.
- Opportunity to work within a dynamic, collaborative, and high-performing team environment.
- Exposure to diverse career opportunities across multiple business areas and geographic regions.
- Inclusive workplace culture focused on innovation, collaboration, and professional development.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Salary : $55,000 - $90,000