Talent.com
Summit Commercial Solutions
Remote Group Benefits Account AssociateSummit Commercial Solutions • Peterborough, Ontario
No longer accepting applications
Remote Group Benefits Account Associate

Remote Group Benefits Account Associate

Summit Commercial Solutions • Peterborough, Ontario
17 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 • Peterborough, Ontario

Similar jobs

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

Earn HausCavan Monaghan, ON, 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

Account Executive

BrokerLinkPeterborough, Ontario, Canada
Full-time

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity.... Show more

 • Promoted

Home Support Worker (HSW)

CarePartnersCobourg, ON, CA
CA$20.42 hourly
Full-time

Home Support Workers are an integral part of a health care team, and in this role, you will encourage, support, and promote independence for patients in home and community care settings by assistin... Show more

 • Promoted

Small Animal DVM — Mentorship, Balance & Benefits

P3 Veterinary PartnersMillbrook, ON, CA
Full-time

A veterinary clinic located in Millbrook, Ontario is seeking a Small Animal DVM to join their friendly team.This role offers part or full-time opportunities with no on-call duties.Ideal candidates ... Show more

 • Promoted

Community Connector

Crohn's and Colitis CanadaMillbrook, Ontario, Canada
Full-time

Bringing Crohn’s and Colitis Canada into every community.Crohn’s and Colitis Canada is looking for passionate volunteers to help connect our Promise with communities across the country.As a Communi... Show more

 • Promoted

Resident Wellness & Enrichment Aide

Northumberland County Housing CorporationCobourg
Full-time +1

A local care facility is seeking a Life Enrichment Aide at the Golden Plough Lodge to promote the well-being of residents through interactive programming.Responsibilities include assessing resident... Show more

 • Promoted

Full-Time Focus Group Participant - Remote

ApexFocusGroupPeterborough, ON, 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

Sales Representative

James TalentPort Hope, Northumberland County, Canada
Full-time

Days Onsite in Port Hope, Ontario.Are you a sales professional with some technical or engineering experience?.This opportunity is designed to give you the chance to break into the capital equipment... Show more

 • Promoted

Director of Major Gifts at NHH Foundation

Northumberland Hills HospitalCobourg
Full-time +1

Shape the future of community healthcare with NHH Foundation as the Director of Major Gifts & Campaigns.Spearhead fundraising strategies and foster long-term donor relationships to ensure quality p... Show more

 • Promoted

Part-Time Mobile OT/PT Assistant – Community Rehab

The Care CompanyCobourg
Part-time

A healthcare organization is seeking a Part-Time Community Occupational Therapy/Physiotherapy Assistant (OTA/PTA) to support clients in Northumberland County.The ideal candidate must have a valid d... Show more

 • Promoted

Financial Services Associate - Full Time - C$52,000 - C$78,000 A Year - No Experience Required

MeridianMillbrook, Canada
Full-time

Why Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We believe that our greatest opportunity is to create opportunity ... Show more

 • Promoted

Accounting Private Tutoring Jobs Bewdley

SuperprofBewdley, 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

Service Advisor

TirecraftPort Hope, Northumberland County, CA
Full-time

Port Hope Tirecraft, Port Hope ON.Tirecraft Ontario is a proudly Canadian owned and operated expert in tires and automotive services.We are searching for a motivated Service Advisor, are you ready ... Show more

 • Promoted

Tim Hortons Jobs in Cobourg Now Hiring

GREAT PAY $17-42 p/hCobourg, Other, Canada
Full-time

Ready to tackle a fun and rewarding career? There are Tim Hortons job openings in your area.Apply today and find the job that you have been looking for!. Show more

 • Promoted

Associate Optometrist (Cobourg, ON)

EssilorLuxotticaCobourg
Full-time

At every neighborhood Pearle Vision we believe nothing should keep patients from getting the eye care they need.We are experts who know that every appointment begins and ends with trust.Pearle’s vi... Show more

 • Promoted

Sales And Marketing Specialist

Power RecruitmentCobourg
Full-time

About the job Sales And Marketing Specialist.We are currently seeking applicants for a Sales And Marketing Specialist position to assist our client.We welcome you to submit your application, if you... Show more