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Supports client onboarding, communications, inquiries, carrier coordination, CRM administration, reporting, document maintenance, and administrative tasks. Prepares presentations and correspondence, maintains accurate confidential client records, and assists Account Managers and Managing Consultants. Requires strong organization, communication, problem-solving, prioritization, and advanced PowerPoint skills.

Supports new-business quoting and marketing for group benefits clients. Coordinates with Account Executives, brokers, and insurance carriers; gathers and organizes client information; prepares reports, proposals, plan alternatives, and sale documents; follows up on quotes; and maintains accurate databases. The role requires strong client service, communication, problem-solving, multitasking, and prioritization skills, along with at least two years of group benefits industry experience.

Provide benefits consulting and project management for medium and large clients. Design and analyze group benefit plans, assess risks and costs, negotiate renewals and carrier arrangements, support client transitions, prepare reports and presentations, manage deliverables, participate in client meetings, mentor team members, and support business development while maintaining strong client and supplier relationships.

Soutenir l'équipe de tarification pour préparer renouvellements et soumissions : recueillir/valider données financières et d'expérience, effectuer analyses préliminaires de renouvellement/marché, produire rapports pour conseillers, suivre dossiers auprès des assureurs et maintenir outils/bases de données.

Lead and grow the individual financial services division by managing advisor distribution networks, driving sales and product negotiations with insurers, implementing CRM (Equisoft) and lead-generation tools, ensuring regulatory AMF compliance, optimizing processes and administration systems, overseeing budgets and financial results, and supporting operations leadership to improve client service and operational efficiency.

Manages daily revenue operations for Quebec, ensuring accurate and timely processing of insurer commissions and broker payments, data integrity, reconciliations, and internal controls. Collaborates with Operations, Finance, Accounting, FP&A, insurers and brokers; prepares reports, supports audits, and participates in process improvement, automation, and acquisition integrations.

Drive new business and book qualified meetings through cold calling, lead generation, networking and referrals. Maintain relationships with prospects and decision makers, assess group insurance plans, meet call-volume and performance metrics, and represent People Corporation. Maintain product knowledge, pursue continuing education on benefits and legislation, collaborate across teams, and identify creative lead-generation opportunities to achieve sales targets.

Manages and grows group benefits client relationships, develops strategic consulting plans, identifies cross-sell opportunities, analyzes claims and carrier proposals, prepares cost comparisons and recommendations, supports renewals and implementations, and presents findings to clients. Provides peer review for analysts, coordinates internal teams, maintains workflow systems, and supports plan sponsors and administrators. Requires group benefits expertise, client-facing experience, a Life license, business education, and proficiency with Microsoft Office and Adobe Acrobat.

Prepare, inventory, package, label, and document client files for secure off‑site storage with Iron Mountain. Maintain tracking logs, coordinate transfers, and handle confidential information with attention to detail and professionalism.

Gérer intégralement les dossiers de contestation CNESST au Tribunal administratif du travail: analyser dossiers médicaux et administratifs, élaborer stratégies de défense, préparer documents pour conciliations/audiences, coordonner parties prenantes, conseiller clients et améliorer processus.