Group Benefits Consultant

Résumé du poste

Manage an established portfolio of Group Benefits and Retirement clients, focusing on retention and internal growth. Lead the annual renewal process, resolve client issues, and maintain strong relationships with HR leaders and carriers.

Détails du poste

Group Benefits Consultant Location: Toronto, ON Employment Type: Full-Time Pay: 100k+ commission and bonus Position Overview: We are seeking a Group Benefits Consultant to join a growing Group Benefits & Retirement practice and take ownership of an established portfolio of clients. This is a relationship-focused, retention, and internal growth role centered on delivering exceptional client service, managing renewals, resolving issues, and strengthening long-term client relationships. The successful candidate will work closely with clients, carriers, and internal teams while identifying opportunities for referrals and relationship expansion. This role is ideal for a service-oriented Group Benefits professional who enjoys building trusted client relationships and is looking to grow into a broader client leadership and advisory position. What will you be doing? Serve as the primary day-to-day contact for an established portfolio of Group Benefits and Retirement clients. Build and maintain strong relationships with HR leaders, plan administrators, business owners, and key decision-makers. Manage client servicing, including inquiries, plan changes, reporting, escalations, and follow-ups. Coordinate and lead annual renewal processes, including pricing analysis, negotiation support, recommendations, and presentations. Present renewal results and recommendations clearly and confidently to clients. Partner with carriers and internal teams to resolve issues and deliver strong client outcomes. Identify opportunities to improve client retention, satisfaction, and relationship growth. Generate referrals and identify opportunities to expand existing client relationships. Maintain accurate CRM records, client documentation, renewal timelines, and service workflows. Collaborate with sales and internal teams to ensure a seamless client experience. Take on increasing responsibility for client strategy, renewals, and account leadership over time. Must haves: 4+ years of experience in Group Benefits, Group Retirement, Employee Benefits, Insurance, or a related client-service environment. Strong experience managing client relationships, renewals, and carrier interactions. Solid understanding of employee benefits, plan servicing, renewals, and account management. Strong communication skills and confidence working with senior client stakeholders. Experience with or willingness to lead client-facing renewal presentations. Excellent organization, attention to detail, judgment, and follow-through. A strong service mindset with the ability to build trusted, long-term relationships. Comfortable working in a high-touch, relationship-driven environment. Experience with CRM systems and maintaining accurate client documentation. Group Retirement / Group RRSP experience is an asset. Relevant industry licensing is an asset but not required.

Ce que vous ferez

Manage an established portfolio of Group Benefits and Retirement clients, focusing on retention and internal growth. Lead the annual renewal process, resolve client issues, and maintain strong relationships with HR leaders and carriers.

Exigences

Requires 4+ years of experience in Group Benefits, Insurance, or a related client-service environment. Must possess strong communication skills and experience managing client renewals and carrier interactions.

Compétences indiquées

• Account Management · Souhaitée
• CRM Systems · Souhaitée
• Client Relationship Management · Souhaitée
• Stakeholder Management · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Group Benefits Management
• Client Relationship Management
• Renewal Management
• Carrier Negotiations
• Account Management
• Employee Benefits Servicing
• CRM Systems
• Client Presentations
• Group Retirement
• Stakeholder Management
• Pricing Analysis
• Referral Generation

Domaines d’emploi

• Consulting
• Human Resources
• Finance & Accounting
• Customer Service & Support