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Manage an assigned block of clients, delivering consistent and proactive service
Host employee meetings and training sessions for plan administrators (in-person and virtual)
Educate plan members and administrators about their group insurance and retirement benefits
Respond to client inquiries via email, phone, or meetings with professionalism and care
Act as a liaison between clients, insurance carriers, and internal teams
Build strong, trusting relationships with new and existing clients
Collect and processing documentation accurately and on time
Identify and implement solutions to maintain a high standard of service
Ensure service standards are met and tracked regularly
Travel to client sites, including multi-day overnight trips on a regular basis (driver’s license and reliable, late-model vehicle required)
Support additional tasks and projects as needed
Skip the repetitive application forms
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An opportunity to make a real impact in Indigenous communities across Canada
Involvement in meaningful work supporting Truth and Reconciliation efforts
Ongoing learning and collaboration with a supportive and experienced team
Competitive compensation
Comprehensive employee benefits and retirement programs
A fun, flexible, and productive work environment
Canadian benefits, retirement, wealth, wellness, and HR services provider serving employers, individuals, and advisors.
Visit company websiteCAD 60000-70000 yearly / year
Full Time, Temporary
Entry
Hybrid
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