Group Account Associate; Remote

Position: Group Benefits Account Associate (Remote across )
Group Benefits Account Associate (Remote across Canada)
Job Category  :  GROUP BENEFITS

Requisition Number  :  GROUP
002368

Full-Time

Remote

Locations
LeMarchand Mansion
Edmonton, AB T5K 0J8, CAN

Description
First Canadian is seeking a detail-oriented Group Benefits Account Associate to support quote preparation, renewals, and new customer onboarding. This opportunity is ideal for someone with an underwriting background looking to gain hands‑on experience in account management.

Working closely with our underwriting and administrative teams, you will coordinate information gathering and ensure each stage progresses smoothly. Our underwriting team is responsible for all underwriting and pricing. This position is open to candidates across Canada.

The role offers opportunities to grow into an account manager or consultant position and gain exposure to business development.

We award our team with the following:

Paid sick days and vacation

Competitive compensation

Group Retirement Savings Plan with employer match

Employee benefits

Health and Wellness spending account

Employee Assistance Program (EAP)

Educational Assistance and Career Development

Employee discount programs

A Culture Team dedicated to diversity, inclusion and employee programs

Employee recognition and appreciation events

The Profile We Are Looking For

The ideal candidate has an underwriting background and wants to broaden their experience into account management. You are organized, analytical, comfortable managing multiple files and deadlines, and confident communicating with customers and insurers. You do not need to be able to produce a full quote or renewal on your own; our underwriters handle that. You do not need to understand what goes into one.

Relevant backgrounds may include:

Group benefits account coordinator or account manager;

Insurance or employee benefits professional with exposure to renewals or pricing;

Financial services professional with experience in insurance analysis.

Essential Responsibilities:

Quote and Renewal Support

Gather and organize the data needed to prepare quotes and renewals, including census, premium, claims, utilization, and plan experience information.

Coordinate with group benefits providers and our underwriting team to obtain the information required for quotes.

Track upcoming renewals and follow up so documents and data arrive on time.

Apply a working understanding of claims ratios and target loss ratios to help estimate the approximate direction of rates for the coming year, in support of the underwriting team.

Refine and format spreadsheets and presentations for quotes and renewals, with underwriting leading the analysis and pricing.

Review insurer experience reports and flag discrepancies for follow-up.

Customer Coordination and Onboarding

Act as a point of contact for current and new customers, coordinating their questions and requests.

Discussing plan details or answering coverage-related questions with customers must be done by a licensed individual, so the scope of this customer contact will depend on licensing status.

Obtain the documents, renewals, and information needed to prepare quotes and bring new customers on board.

Work with underwriting and the administrative team to make sure every step of onboarding a new customer is completed, including transitions from other insurers.

Prepare insurer submissions and follow up on pricing proposals.

Prepare customer communication materials and support employee enrolment activities.

Internal and Insurer Collaboration

Liaise with insurers, underwriters, and service providers on pricing, plan terms, claims experience, and implementation.

Work closely with underwriting, administration, and customer service teams.

Maintain complete, accurate, and compliant client records and…