Benefits Specialist

As part of an industry-leading benefits consulting firm, this role is all about making things easier for our clients and their employees. You will help deliver tailored solutions by providing expert advice and access to unique products to meet the various and changing needs of our clients. In this position, you will provide benefits advice to an existing block of clients with the objective of growing that block through internal and external referrals and recognizing new opportunities within the existing client base.

This is not a direct sales role, and you will not have a sales target or be responsible for prospecting.

You’ll work closely with our team and carrier partners to deliver thoughtful, consistent service. The goal is simple: help our clients feel confident, supported, and well looked after, so they can focus on what they do best.

This is a relationship-focused role where accuracy, follow-through, and care really matter.

Key Responsibilities

• Support clients with day-to-day benefits administration and navigate between insurer systems
• Follow up with insurance carriers on declined claims, inquiries, billing questions, and claim status to help move things forward in a timely way
• Act as a reliable point of contact for client questions, either handling requests directly or coordinating with carriers and internal team members
• Assist with disability claims, continuation of benefits, and coordination for employees who are leaving a plan
• Maintain regular contact with clients to provide proactive, consistent service—both virtually and in person
• Support employee meetings and information sessions when needed
• Create clear, easy-to-understand member communications for plan changes, coverage increases, and other updates
• Assist with onboarding new clients by gathering enrolment and underwriting information and coordinating with carriers to ensure plans are set up correctly
• Participate in webinars and training to stay current on products, trends, and best practices
• Provide service and strategic advice to a range of small to mid-market clients across various industries
• Provide analysis of clients’ financial arrangements and claims experience, and prepare/present reports and recommendations related to group benefit projects
• Provide technical advice/expertise to clients regarding plan design recommendations, costings, renewals, industry changes, etc.
• Write/deliver presentations/communications to existing and prospective clients that are thorough, powerful, and persuasive
• Establish strong working relationships internally with consultants and the service team to collaborate and partner on projects
• Support the business development team by meeting with prospective clients, analyzing policy details, preparing reports, negotiating with insurance carriers, and overseeing the implementation process
• Recommend new approaches to work processes and develop innovative approaches for continuous process improvement
• Continually review client accounts and relationships and recommend ways to enhance the value Vital Partners/Leslie Consulting Group brings to the client based on a deep understanding of the client’s business and insight into industry trends
• Establish and cultivate relationships with current clients to position new opportunities that meet/exceed client expectations.

What We’re Looking For

• A client-focused professional who genuinely cares about helping people
• College or university education, with 2–3 years of experience in the group benefits industry in a client-facing role
• A solid understanding of group benefits plans and funding arrangements
• Group Benefits Associate (GBA) designation completed or willingness to work toward it
• Strong organizational skills and comfort managing multiple priorities at once in a fast-paced environment
• Clear, calm communication style—especially when dealing with sensitive or complex situations
• A solutions-driven mindset with strong problem-solving skills
• Proficiency in using Microsoft programs (Outlook, Word, PowerPoint, and Excel)
• A collaborative team player who values doing things right and doing them consistently
• Valid driver’s licence and access to a vehicle

Education

• Bachelor’s degree is required or equivalent years of industry experience
• Commitment to professional development
• Requirement to complete the Life License Course and Examination (LLQP) within the first 12 months of employment

We offer a competitive total rewards package that includes a base salary plus a bonus based on both individual and company performance, competitive group benefits and group retirement plans, a flexible work environment, continuing education & training, and growth opportunities within an expanding organization.

Please submit your resume to Jennifer Kirby at .

Work Arrangement

This is primarily a remote role, although in-person training and team meetings are required.

Please note that AI tools will not be used in our hiring