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Senior Benefits Advisor
Senior Benefits AdvisorSummit Search Group • Winnipeg, MB
Senior Benefits Advisor

Senior Benefits Advisor

Summit Search Group • Winnipeg, MB
30+ days ago
Job type
  • Full-time
Job description

Responsibilities:

Client Relationship Management & Consulting

  • Serve as the primary relationship lead for assigned clients, overseeing onboarding, implementation, renewals, plan marketing, and ongoing support.
  • Act as a strategic advisor on plan design, cost containment, ASO funding, disability management, mental health solutions, retirement/pension alignment, and total rewards integration.
  • Build and strengthen relationships with HR, Finance, senior executives, and other corporate stakeholders.
  • Provide proactive communication and education on market trends, legislative changes, benchmarking data, and best practices.

Financial & Renewal Management

  • Lead annual renewal negotiations with insurers/TPAs, including preparation of financials, claims analysis, retention accounting, and rate-stability strategies.
  • Develop multi-year cost and risk-management strategies using analytics and industry benchmarking tools.
  • Coordinate marketings (RFPs), insurer evaluations, and transition support.

Digital Client Experience & Communications

  • Create clear, engaging communications—including written, visual, and video—for plan changes, enrollment, and education campaigns.
  • Leverage digital platforms (benefits admin systems, HRIS integrations, reporting dashboards) to enhance client experience.
  • Support client training on tools, portals, technology, and virtual benefits events.

New Business, Growth & Cross-Functional Collaboration

  • Prospect and drive new business opportunities within the marketplace.
  • Lead finalist meetings, presentations, and proposal development.
  • Identify opportunities for plan improvements, cross-selling (wellness, pension, HR consulting), or additional services that align with client goals.
  • Represent the company at industry events, conferences, and client functions to enhance brand presence.

Compliance, Governance & Risk Management

  • Ensure client programs remain compliant with federal/provincial requirements.
  • Maintain accurate client documentation, service level expectations, and governance reporting.

Qualifications:

  • 5+ years of progressive account management experiencein group benefits brokerage, consulting, insurer, or HR environment.
  • Bachelor’s degree in Business, HR, Actuarial Science, or related field; equivalent experience considered.
  • Strong knowledge of Canadian group benefits programs (insured and ASO), disability management, underwriting, and funding methodologies.
  • Experience managing mid-market & large/complex groups, including unionized environments.
  • Advanced skills in claims analytics, financial reporting, cost modeling, and insurer comparisons.
  • Exceptional written, verbal, and video communication skills; demonstrates confidence presenting to executives and large groups.
  • Proficient with Microsoft 365, Apple ecosystem, CRM platforms, HRIS integrations, and benefits administration technology.
  • CEBS, GBA, CHRP/CPHR, or CAFII designations considered strong assets.
  • Strong negotiation skills, problem-solving ability, and a consultative approach with measurable client impact.
  • Ability to work independently in a hybrid environment and manage competing priorities with precision.
  • Willingness to travel as required for client meetings and corporate events.
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Senior Benefits Advisor • Winnipeg, MB

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