Develop and maintain project plans.
Maintain all documentation for clients – contracts, booklets, collective agreements.
Request and review contract amendments.
Review contract and employee booklets for accuracy.
Function as an advocate on behalf of our clients in the group benefits marketplace and position People Corporation as an expert intermediary in the marketplace.
Attend regular service meetings with clients.
Complete minutes and action items from client meeting/conference calls. Ensure all follow up action items are complete – including any necessary follow ups with the consultant and analyst assigned to the account.
Prepare communication material and customized individual packages for each employee, as required.
Conduct employee meetings – confirm the parameters of this task with your manager.
Inform clients on new industry initiatives and trends.
Handle day to day service issues and escalated service issues.
Assist with financial reporting as requested by the consultant and/or analyst (particularly during busy renewal season)
Client Relationship Management
Be responsive to client concerns.
Prioritize workload and other special projects.
Communicate effectively with our clients in a professional and courteous manner.
Demonstrate to clients that People Corporation adds value to their benefit program.
Provider Relationship Management
Establish and maintain good relationships with all carriers and providers.
Liaise with carriers/providers to effectively manage our client accounts.
Build People Corporations’ reputation as an industry leader in the group benefits marketplace and in particular in the public sector.
Ongoing Customer Service (internal & external)
Work as a key part of a client-centric team service approach.
Participate in internal meetings with practice leader and other staff to review workload and systemic challenges/issues.
Understand PC’s corporate objectives
Strive for high client retention.
Ensure internal policies and procedures (peer review, privacy, and turnaround) are followed.
Adhere to established (internal) customer service standards.
Sales/Prospect Management (as required)
Participate in the sales/prospect process including assisting with proposal submissions and up to participation in finalist interviews.
Prospect existing clients for referrals for new business (i.e. new benefits, new divisions).
Continuous Learning
Participate in ongoing company sponsored education to keep abreast of industry trends and opportunities.
Look towards continuous education within group insurance industry to further develop professional skills and knowledge.
Keep abreast of available products, services and partnerships that have been developed through or are available to People Corporation.
Group benefits background including a sound understanding of industry practices and procedures.
Effective communication skills, including verbal, non-verbal and written.
Work respectfully in a team-based environment.
Project and process management skills, able to prioritize and meet deadlines.
Adaptable and accountable.
Judgment and critical thinking skills.
Effective negotiation skills.
Proficiency in Microsoft Office.
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.