Talent.com
Summit Commercial Solutions
Remote Group Benefits Account AssociateSummit Commercial Solutions • Calgary, Alberta
Remote Group Benefits Account Associate

Remote Group Benefits Account Associate

Summit Commercial Solutions • Calgary, 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.


Create a job alert for this search

Remote Group Benefits Account Associate • Calgary, Alberta

Similar jobs

Remote Entry-Level Benefits Sales Associate

AO GlobeLifeCalgary, AB, CA
Remote
Full-time

A leading benefits consultancy is seeking an Entry-Level Sales Representative to educate clients about their entitlement benefits.Responsibilities include guiding clients through the claims process... Show more

 • Promoted

Remote Customer Care Associate (Entry Level)

Leakstory JobsCalgary, AB, CA
Remote
Part-time

A remote market research firm in Niagara Falls is seeking individuals for an entry-level position with no prior experience required.The role involves online data entry, conducting surveys, and offe... Show more

 • Promoted

Remote Customer Service Benefits Agent

American Income Life Insurance CompanyCalgary, AB, CA
Remote
Full-time

Become a part of a trusted supplemental benefits company as a remote Customer Service Benefits Agent.Leverage your customer service skills to assist and inform clients about their coverage.This com... Show more

 • Promoted

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

Earn HausHigh River, AB, 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 B2B Benefits Sales Pro — Grow & Earn

GroupStrength Benefits Direct Inc.Calgary, AB, CA
Remote
Full-time

A leading employee benefits provider is looking for a B2B Employee Benefits Sales Representative in British Columbia.This remote role requires engaging with Canadian businesses to enhance their ben... Show more

 • Promoted

Remote Data Entry Associate – Flexible Shifts, Growth Ready

World Web WorksCalgary, AB, CA
Remote
Part-time

A remote work company is offering Data Entry Jobs from home in Canada, with earnings up to $350 per day.This role requires no prior experience as training is provided.Ideal candidates will possess ... Show more

 • Promoted

Senior SaaS Account Executive — Remote Outbound Growth

FLiiPCalgary, AB, CA
Remote
Full-time

A leading SaaS startup is seeking an Account Executive in Toronto to manage full-cycle sales from prospecting to closure.The role involves engaging potential clients, optimizing the sales process, ... Show more

 • Promoted

National L&D Associate — Flexible Work Arrangements

Arthur J. Gallagher & Co. (AJG)Calgary, AB, CA
Full-time

A leading insurance brokerage firm is seeking a highly motivated Learning and Development Associate for their National Operations team in Canada.The role involves providing administrative support, ... Show more

 • Promoted

Remote Account Executive - Group Benefits Sales

Sterling BrokersCalgary, AB, CA
Remote
Full-time

A leading insurance brokerage is seeking an experienced Account Executive for its Ontario team.This fully remote role involves managing the sales process, presenting tailored insurance solutions, a... Show more

 • Promoted

Remote Sales Associate – Unlimited Commission & Benefits

AO Globe LifeCalgary, AB, CA
Remote
Full-time

A leading insurance company is seeking a Remote Customer Sales Associate to enhance customer engagement and expand the client base.As part of a supportive team, you'll assist customers with product... Show more

 • Promoted

Account Specialist

STRIVE Recruitment Inc.Calgary, AB, CA
Full-time +1

This range is provided by STRIVE Recruitment Inc.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Our client, a respected and growing insurance o... Show more

 • Promoted

Flexible Remote Sales Associate Role with Unlimited Earnings

American Income LifeCalgary, Alberta, Canada
Remote
Full-time

Seize a high-income opportunity as a Remote Sales Associate! Work 100% from home with a flexible schedule and commission-based earnings that reflect your dedication.This role targets licensed sales... Show more

 • Promoted

Remote Customer Service Agent — Growth & Impact

MCICalgary, AB, CA
Remote
Full-time

A leading tech-enabled business services company is looking for a Remote Customer Service Agent to assist a diverse portfolio of clients.The role is remote and involves handling customer inquiries ... Show more

 • Promoted

Remote SaaS Key Account Associate

TapMangoCalgary, AB, CA
Remote
Full-time

A customer engagement platform provider is seeking a Junior Key Account Representative to support merchants in maximizing their ROI.Responsibilities include providing consultation, training, and co... Show more

 • Promoted

Enterprise Account Executive — Remote, Growth & Impact

Action1 CorporationCalgary, AB, CA
Remote
Full-time

A leading cybersecurity solutions provider is seeking an experienced sales professional in Canada to drive enterprise revenue growth.This role involves owning a territory to exceed quota targets, l... Show more

 • Promoted

Account Director for Growth & Client Success (Remote)

App Growth NetworkCalgary, AB, CA
Remote
Full-time

A mobile app marketing agency in Metro Vancouver is seeking an experienced Account Director to oversee VIP client projects and identify growth opportunities.The role involves advising clients on ma... Show more

 • Promoted

Remote Personal Lines Account Manager | Client Growth

Insurance Office of AmericaCalgary, AB, CA
Remote
Full-time

A leading insurance provider is seeking a Personal Lines Account Manager to oversee client service and administrative processes.This fully remote role is ideal for candidates with over 5 years of i... Show more

 • Promoted

Remote Benefits Specialist | Bonuses, Residual Income & Travel

AO-Globe LifeCalgary, AB, CA
Remote
Full-time

A premier benefits provider is seeking service-minded individuals for the role of Remote Benefits Specialist.This position offers the flexibility of remote work, with sales and customer service res... Show more

 • Promoted

Benefits Advisor Remote

Pacific Canadian CareersCalgary, AB, CA
Remote
Full-time

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours?.Our ideal candidate embodies qualities such as adaptability, trainability, and a ... Show more

 • Promoted

Remote Wellness SDR — Growth & Premium Health

Radiant HealthCalgary, AB, CA
Remote
Full-time

A premium wellness brand in Canada seeks a Sales Development Representative (SDR) who is results-driven and people-oriented.This fully remote role involves building rapport with potential clients, ... Show more