Talent.com
Summit Commercial Solutions
Remote Group Benefits Account AssociateSummit Commercial Solutions • Vernon, British Columbia
Remote Group Benefits Account Associate

Remote Group Benefits Account Associate

Summit Commercial Solutions • Vernon, British Columbia
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.


Create a job alert for this search

Remote Group Benefits Account Associate • Vernon, British Columbia

Similar jobs

Career Growth Client Benefits Representative

MediumKelowna, Regional District of Central Okanagan, CA
Full-time

Transform your career as a Client Benefits Representative with Global Elite Empire Consultants, where flexibility and growth opportunities abound.Work remotely while crafting a schedule that suits ... Show more

 • Promoted

Remote Referral Partnerships Lead

Micro1Salmon Arm, British Columbia, CA
CA$30.00 hourly
Remote
Full-time

AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI... Show more

 • Promoted

Data Entry Clerk (Remote) - Paid Product Testing Survey Taker

ApexFocusGroupKelowna, BC, CA
Remote
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Data Entry experience needed.Data Entry Clerk Work From ... Show more

 • Promoted

Customer Service Insurance Agent - Mission (Kelowna) Branch

Interior-Savings-Insurance-Services-Inc.Kelowna, Regional District of Central Okanagan, CA
Full-time

Customer Service Insurance Agent - Mission (Kelowna) Branch.This is the position where many insurance professionals start their career.It is an excellent entry point for those interested in buildin... Show more

 • Promoted

Remote Recruiter Position with High Earning Potential Worldwide

RecXchangeVernon, Regional District of North Okanagan, CA
Remote
Part-time

Elevate your recruitment game with a remote role focused on candidate placements.Earn between $3,000-$11,000 for each successful hiring.This Remote Recruiter position is perfect for those looking t... Show more

 • Promoted

Custom Home Client Relations Manager

Pivot + EdgeSalmon Arm, Columbia-Shuswap Regional District, CA
Full-time

Become a Custom Home Client Relations Manager with a reputable builder in Salmon Arm.Focus on client engagement and operational efficiency to deliver top-notch service.This position is designed for... Show more

 • Promoted

Senior Insurance Consultant at BCAA

BCAAKelowna
Full-time

Join BCAA as a Senior Insurance Consultant in Kelowna and help safeguard British Columbia households.This position focuses on providing expert advice and recommended coverage options to ensure cust... Show more

 • Promoted

Pet Sitter Wanted - Join Our Team As A Dedicated Pet Sitter In Salmon Arm, Bc – Earn $30 Daily

PetSitter.comSalmon Arm, British Columbia, Canada
CA$30.00 hourly
Full-time

I am a devoted pet owner in Salmon Arm, British Columbia, and I am seeking a reliable pet sitter for my furry friend.If you love dogs and have experience with pet sitting, I would love to hear from... Show more

 • Promoted

Account Executive

Canadian Linen / Quebec LingeKelowna, Regional District of Central Okanagan, CA
Full-time

This position requires travel to clients throughout the Okanogan area.Do you love working outside of the office? Do you have a competitive spirit? Are you a strong and influential communicator? If ... Show more

 • Promoted

Associate Insurance Advisor III (Kelowna, BC)

Co-operatorsKelowna, Regional District of Central Okanagan, CA
Full-time

Employment Type: Regular Full-Time.Language: This role operates in English.We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient so... Show more

 • Promoted

AgeCare LPN Role in Salmon Arm

AgeCare Ltd.Salmon Arm, Columbia-Shuswap Regional District, CA
Part-time

Step into a rewarding role as a Licensed Practical Nurse (LPN) at AgeCare Mount Ida Mews in Salmon Arm, British Columbia.This part-time position offers a unique opportunity to deliver focused, comp... Show more

 • Promoted

Employee Benefits Specialist at Summit

SummitKelowna, Regional District of Central Okanagan, Canada
Full-time

Unlock potential as an Employee Benefits Advisor at Summit, where your insights drive client success across Canada.Engage directly with decision-makers and craft tailored benefits solutions within ... Show more

 • Promoted

Earn Money By Taking Surveys - Remote

AlmediaSalmon Arm, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

KCR Customer Experience Associate Position

TD BankKelowna, Regional District of Central Okanagan, CA
Part-time

Join TD Canada Trust as a Customer Experience Associate at the KCR Summer Job Fair in Kelowna, British Columbia.Excel in providing superior customer service and managing financial transactions.In t... Show more

 • Promoted

Sales Associate

The Dufresne GroupVernon, Regional District of North Okanagan, Canada
Full-time

Join the Ashley Canada Team – Sales Associates Vernon, BC.At The Dufresne Group, we don’t just sell furniture, we help people create homes they love.As the largest Ashley licensee in Canada, with l... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausSalmon Arm, BC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Employee Benefits Advisor (New Business Acquisition)

Summit Commercial Solutions Inc.Kelowna, Regional District of Central Okanagan, Canada
Full-time

Employee Benefits Advisor (New Business Acquisition).Building the commercial brokerage of the future.Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses a... Show more

 • Promoted

Sales Associate

Ashley Canada - The Dufresne GroupKelowna
Full-time

Ashley Canada - Kelowna - 2514 HWY-97 N, Kelowna, BC V1X 4J3, CAN.Join the Ashley Canada Team – Sales Associates Kelowna, BC.At The Dufresne Group, we don’t just sell furniture, we help people crea... Show more

 • Promoted

Academic tutoring Private Tutoring Jobs Salmon Arm

SuperprofSalmon Arm, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Sales Representative - Facility Services

Cintas CorporationSalmon Arm
Full-time

Select how often (in days) to receive an alert:.Select how often (in days) to receive an alert:.Title: Sales Representative - Facility Services.Location: Cassidy, BC, CA, V9G 1K1.Are you ready to l... Show more