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Summit Commercial Solutions
Remote Group Benefits Account AssociateSummit Commercial Solutions • Red Deer, Alberta
Remote Group Benefits Account Associate

Remote Group Benefits Account Associate

Summit Commercial Solutions • Red Deer, Alberta
30+ days ago
Job type
  • Full-time
  • Remote
Job description

About the role

We’re now looking for a Group Benefits Account Associate to join our growing team - a trusted customer success partner who ensures our clients are always supported, engaged, and getting the most out of their benefits programs.


As a Group Benefits Account Associate, you will work closely with our Account Executives, insurers, and clients to deliver exceptional day-to-day service and drive client satisfaction and retention. You’ll be the first line of support for plan administrators, helping them navigate renewals, claims issues, onboarding, and ongoing education.


Skills & Qualifications

Your core responsibilities will include:

  • Acting as the primary point of contact for day-to-day client inquiries related to group benefits and group retirement programs
  • Supporting plan implementations, renewals, and mid-year adjustments alongside Account Executives
  • Coordinating with insurance carriers and internal stakeholders to resolve issues efficiently
  • Preparing plan marketing materials, reports, and presentations using internal templates and data
  • Ensuring timely and accurate completion of client deliverables including employee booklets, onboarding guides, and HR support tools
  • Tracking client feedback, touchpoints, and next steps in our CRM (HubSpot)
  • Supporting special projects like plan benchmarking, employee engagement initiatives, or wellness programming

What You Bring:

  • Minimum of 2 years' experience in office administration or employee benefits support.
  • Life/A&S licensed in British Columbia, with ability to be licensed in additional applicable provinces ASAP.
  • Proficiency in Google Workspace; experience with CRM systems like Hubspot is an asset.
  • Strong organizational and time-management skills with a keen attention to detail.
  • Excellent verbal and written communication abilities.
  • Comfortable delivering presentations to diverse audiences.
  • Demonstrated ability to work collaboratively in a team-oriented environment.

Perks We Offer at Summit

  • Opportunity to work for a forward thinking boutique brokerage
  • Contemporary office downtown Kelowna
  • Flexible work environment/work from home arrangements available to everyone
  • Modern technology - laptops provided to all staff
  • Comprehensive, flexible health, including mental health, and dental plans to suit all lifestyles
    • RRSP Matching
    • Health Spending Account
  • The base pay for this role is $75,000-85,000 based on experience, plus year-end bonus. For a licensed individual, an opportunity also exists to earn commission on new business developed via Summit's in-house marketing initiatives.


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Remote Group Benefits Account Associate • Red Deer, Alberta

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