Account Service Representative

Role overview

Responsibilities

• Manage an assigned block of clients and provide consistent, proactive service.
• Host employee meetings and training sessions for plan administrators in person and virtually.
• Educate plan members and administrators about group insurance and retirement benefits.
• Respond to client inquiries by email, phone, and meetings.
• Liaise between clients, insurance carriers, and internal teams.
• Build trusting relationships with new and existing clients.
• Collect and process documentation accurately and on time.
• Identify solutions to maintain a high standard of service.
• Track service standards regularly and support additional tasks and projects.
• Travel regularly to client sites, including multi-day overnight trips.

Requirements

• Experience in group insurance, pension or retirement, or a related field is preferred but not required.
• Strong client service, relationship-building, communication, organizational, and problem-solving capabilities are required.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint, is required.
• A valid driver's license and reliable, late-model vehicle are required for regular client-site travel.
• The role requires the ability to multitask, prioritize deadlines, and work independently and collaboratively.

What the company offers

• The role supports meaningful work with Indigenous communities across Canada.
• Employees receive ongoing learning and collaboration with a supportive, experienced team.
• The company offers competitive compensation, employee benefits, and retirement programs.
• The work environment is described as fun, flexible, and productive.

About Life Benefit Solutions

Compensation

• The base salary range is $60,000 to $70,000 per annum.
• The stated range covers base salary only and excludes potential bonus or commission compensation.
• Actual base salary may vary based on market conditions, geography, and job-related factors.