Talent.com
Summit Commercial Solutions
Remote Group Benefits Account AssociateSummit Commercial Solutions • Beloeil, Quebec
Remote Group Benefits Account Associate

Remote Group Benefits Account Associate

Summit Commercial Solutions • Beloeil, Quebec
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 • Beloeil, Quebec

Similar jobs

Earn Money Testing Apps - Remote

AlmediaLavaltrie, 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

Licensed Insurance Broker-Sales Focused (Remote - West) - C$65,000 A Year - Remote

Surex InsuranceVarennes, Canada
Remote
Full-time

Engage clients, offer insurance solutions, drive revenue, and build relationships.Focus on sales, education, and follow-up in a remote setting. Show more

 • Promoted

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

Earn HausLanoraie, QC, 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

Remote Tax Associate - Growth & Client Impact - $50,000 - $60,000 A Year - Remote

Financial Services FirmVarennes, Canada
Remote
Full-time

Seeking a detail-oriented Tax Associate to prepare tax returns, conduct research, and ensure compliance.Requires 3 years of tax experience and a bachelor's degree. Show more

 • Promoted

Freelance Recruiter Working Remotely

RecXchangeSaint-Thomas, QC, CA
Remote
Full-time

Discover an exciting Freelance Recruiter role where you can work remotely.Earn between $3,000-$11,000 for each successful candidate placement through a dynamic collaborative platform.Ideal for inde... Show more

 • Promoted

Call Center Representative Agent Work From Home - Part Time Focus Group Panelists

ApexFocusGroupSaint Thomas, Quebec, Canada
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 Call Center Representative Agent experience needed.Call ... Show more

 • Promoted

Earn Money By Taking Surveys - Remote

AlmediaSaint-Philippe, 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

Earn Extra Income - Remote

AlmediaContrecoeur, 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

Organization Development Consultant - $45 - $65 An Hour - Remote

TAG HRBoucherville, Canada
Remote
Full-time

Coordinates a pilot program between a government department and academic institutions, managing planning, stakeholder engagement, and deliverables. Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausLavaltrie, QC, 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

Director, Group Benefits - C$150,000 - C$175,000 A Year

LeadervestVarennes, Canada
Full-time

The Director will lead business development, build relationships, and drive profitable growth in Ottawa, focusing on group benefits sales. Show more

 • Promoted

Full-Time Focus Group Participant - Remote

ApexFocusGroupSaint-Jean-sur-Richelieu, QC, 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 call center representative agent experience needed.Call ... Show more

 • Promoted

Remote Inside Sales - C$60,000 - C$140,000 A Year - Remote

RogersL'Assomption, Canada
Remote
Full-time

Seeking a Phone Sales Representative to upsell and cross-sell telecom services to existing small-medium business customers via inbound and outbound calls.Requires 2+ years of sales experience, prof... Show more

 • Promoted

Bilingual Customer Service Representative - 12 Month Contract - C$46,000 - C$55,000 A Year - Remote

Empire lifeL'Assomption, Canada
Remote
Temporary

Provides customer support, responds to inquiries, and resolves issues in a bilingual capacity, adhering to service standards and privacy procedures. Show more