Renewal Coordinator

Position Type:

Permanent

If you’re looking for a fulfilling career that can make a real difference in your life, and the lives of others, you’ve come to the right place.

As a national health solutions partner, we put people first in everything we do — and that begins with our team of 8,000+ professionals who bring a cross-section of diverse life experiences and career expertise to Medavie. By collaborating and innovating together, our employees are creating industry-leading solutions in insurance, primary care and emergency medical services that impact millions of lives in Canada each year.

Our mission is to improve the wellbeing of Canadians so that every life can be lived to the fullest — and it’s reflected in our award-winning culture. We celebrate individuality and value the diverse perspectives and skills our employees contribute. We go beyond providing competitive pay and comprehensive benefits to offer opportunities for personal and professional growth, flexible work options, meaningful experiences, and supportive leadership.

Medavie is where employees can be their best selves, feel they belong, and achieve their full potential. Be part of it by applying for a position with us today.

Reporting directly to the Manager, Brokerage Sales, the Renewal Coordinator supports the brokerage sales team, account managers, underwriting and pricing partners through the end-to-end policy renewal cycle. The role analyzes underwriting metrics and renewal data on a client-by-client basis, prepares renewal packages and supporting documents, coordinates delivery to advisors/clients, and supports renewal negotiations to help achieve strong persistency, rate placement and advisor/client satisfaction.

• Prepare and maintain monthly renewal inventory by client, advisor, renewal date, timelines, required data and status; proactively identify upcoming work, missing information and potential backlog risks.
• Analyze underwriting and renewal metrics on a client-by-client basis, including claims experience, premium, loss ratio, credibility, plan changes, demographics, trend, ASO deficit/surplus where applicable, and other relevant factors to support the renewal strategy.
• Produce and package renewal materials, exhibits, rate summaries, advisor/client-ready documents and renewal communication drafts in collaboration with the account executive/manager and underwriting.
• Coordinate renewal package delivery and follow-up activity with advisors/clients; maintain accurate renewal status, decisions, documentation and next steps in the appropriate systems.
• Support account executives/managers and sales leaders in renewal negotiation by preparing options, comparing scenarios, summarizing risks/opportunities, responding to questions, running quick factors/pricing alternates, and contributing to dashboards/process improvements.

• Post-secondary education in business, finance, administration, accounting, mathematics, commerce or a related field; equivalent work experience may be considered.
• Bachelor’s degree in business, finance, administration, accounting, mathematics, commerce or a related field.
• Min 3 years of relevant experience in group insurance, underwriting support, sales operations, account management support, financial analysis, reporting, or client/advisor service.
• GBA, CEBS, LLQP or other group benefits/insurance industry education would be an asset.
• Advanced Excel/reporting capability; experience with renewal calculations, loss ratio analysis, claims/premium data, ASO arrangements, rate action scenarios, Salesforce or other sales workflow tools; ability to package complex data into clear advisor/client-ready renewal materials; strong negotiation support and presentation skills.
• Strong analytical and problem-solving skills.
• Comfort working with data, reports and business systems.
• Strong attention to detail.

What makes us a different kind of employer? Our award-winning culture, a team who really cares, unmatched training and support are all dedicated to ensuring you are set up for success.

• Permanent full-time position with opportunity to grow in a well-established…