Senior Benefits Advisor

Responsibilities:

Client Relationship Management & Consulting

• Serve as the primary relationship lead for assigned clients, overseeing onboarding, implementation, renewals, plan marketing, and ongoing support.
• Act as a strategic advisor on plan design, cost containment, ASO funding, disability management, mental health solutions, retirement/pension alignment, and total rewards integration.
• Build and strengthen relationships with HR, Finance, senior executives, and other corporate stakeholders.
• Provide proactive communication and education on market trends, legislative changes, benchmarking data, and best practices.

Financial & Renewal Management

• Lead annual renewal negotiations with insurers/TPAs, including preparation of financials, claims analysis, retention accounting, and rate-stability strategies.
• Develop multi-year cost and risk-management strategies using analytics and industry benchmarking tools.
• Coordinate marketings (RFPs), insurer evaluations, and transition support.

Digital Client Experience & Communications

• Create clear, engaging communications—including written, visual, and video—for plan changes, enrollment, and education campaigns.
• Leverage digital platforms (benefits admin systems, HRIS integrations, reporting dashboards) to enhance client experience.
• Support client training on tools, portals, technology, and virtual benefits events.

New Business, Growth & Cross-Functional Collaboration

• Prospect and drive new business opportunities within the marketplace.
• Lead finalist meetings, presentations, and proposal development.
• Identify opportunities for plan improvements, cross-selling (wellness, pension, HR consulting), or additional services that align with client goals.
• Represent the company at industry events, conferences, and client functions to enhance brand presence.

Compliance, Governance & Risk Management

• Ensure client programs remain compliant with federal/provincial requirements.
• Maintain accurate client documentation, service level expectations, and governance reporting.

Qualifications:

• 5+ years of progressive account management experiencein group benefits brokerage, consulting, insurer, or HR environment.
• Bachelor’s degree in Business, HR, Actuarial Science, or related field; equivalent experience considered.
• Strong knowledge of Canadian group benefits programs (insured and ASO), disability management, underwriting, and funding methodologies.
• Experience managing mid-market & large/complex groups, including unionized environments.
• Advanced skills in claims analytics, financial reporting, cost modeling, and insurer comparisons.
• Exceptional written, verbal, and video communication skills; demonstrates confidence presenting to executives and large groups.
• Proficient with Microsoft 365, Apple ecosystem, CRM platforms, HRIS integrations, and benefits administration technology.
• CEBS, GBA, CHRP/CPHR, or CAFII designations considered strong assets.
• Strong negotiation skills, problem-solving ability, and a consultative approach with measurable client impact.
• Ability to work independently in a hybrid environment and manage competing priorities with precision.
• Willingness to travel as required for client meetings and corporate events.