Service Representative – Client Benefits Support

About the role

The Service Representative is the primary day‑to‑day contact for an assigned block of clients within our Employee Benefits practice. You will ensure exceptional service delivery by responding to client inquiries, supporting renewals, preparing documentation, and coordinating with insurers and internal teams.

Key responsibilities

• Serve as the first point of contact for client inquiries related to benefits plans, coverage details, claims issues, eligibility, and policy documents.
• Review insurer documentation for accuracy, track outstanding items, and support new group implementations and mid‑year plan amendments.
• Assist Account Executives with annual renewals, gather data, prepare renewal templates, and generate standard reports such as premium statements and claims summaries.
• Collaborate with insurance carriers to resolve client issues, ensure timely updates, and flag relevant changes to clients and internal teams.
• Maintain accurate records in the CRM, follow compliance processes, and participate in process improvements.

Required profile

• 3+ years of experience in group benefits, insurance administration, financial services, or related client‑service roles.
• Strong communication skills, high attention to detail, and ability to manage multiple client requests simultaneously.
• Customer‑focused mindset with a calm, solution‑oriented approach.

Required skills

• Proficiency with Microsoft Office (Excel, Word, Outlook).
• Experience using CRM systems.

What we offer

• Competitive base salary of $57,000–$71,000 CAD, based on experience.
• Opportunity to earn additional incentive compensation.
• Hybrid work environment with flexibility and trust.
• Collaborative team, professional development, and ongoing learning.
• Dog‑friendly workplace, annual corporate retreat, and a culture that values accountability and clarity.