GROUP RETIREMENT SPECIALIST

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Our Kelowna client is looking to add a Group Retirement Services Support Specialist to their growing team. This position will provide customer service support to clients with respect to the day-to-day administration of their Group Retirement plans and work with the sales team to commit to the overall success of the business and client experience.


RESPONSIBILITIES:

• Report writing with mostly company templates

• Analyzing data with various comparisons

• Creation of spreadsheets including experience reports

• Preparation of presentations and client correspondence e.g. marketings, renewals, RFP’s, etc.

• Proofreading reports, booklets, general correspondence

• Processing Sales Documents

• Process Amendments, update Amendment records

• Maintain statistical records

• Updating Maximizer with client information and documents

• Liaising between insurance company and client

• Negotiating rates with carrier on behalf of clients

• Providing a high level of customer service via email, faxing and phone calls

• Researching information – CRA, HRSDA, Employment Standards, Pension Standards, Carriers, etc.

• Photocopying and binding of reports

• Service Calls – Claims, billing, web portals, etc.

• Relationship building with plan administrators, carriers, etc.

• Occasional client visits and carrier meetings

• Continuing education to keep up to date with current legislation

• Cover for coworkers as needed

• Perform other related duties or special projects as required


REQUIREMENTS:

• Basic knowledge of investment products

• Experience in group retirement administration would be an asset

• Post-secondary education or related work experience

• Strong analytical and problem-solving skills

• Work ethic that demonstrates you are service and results oriented

• Ability to work both independently and as a team member in a deadline-driven environment

• Shown computer skills using MS Office programs


If you are interested in applying for this position, please email resume with salary expectations.

We thank all those who express interest in this opportunity however only those short-listed we be contacted.

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