Service Representative, Group Benefits

Dehoney Financial Group - Vancouver, BC (30+ days ago)

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Dehoney Financial Group (DFG) is an established Vancouver-based full-service consulting firm offering group benefits and retirement consulting, third-party administration (TPA) services, corporate and personal life insurance as well as individual retirement and financial planning in BC and nationally. As a client centric team, we understand that change is constant and a well-designed solution adapts to meet a client’s needs.

There has never been a better time to consider a career at Dehoney Financial Group. We are growing and looking for some great new people to join our team! Check out this and our other opportunities at

The Group Benefits Consulting team works alongside our clients’ human resources and executive teams to identify objectives in all aspects of benefit plan design and delivery. We manage national, regional and multi-insurer benefit programs.

About You

Like us, you love the group benefits industry. You are relationship and customer focused, and an excellent communicator. Through your professional experiences, you have come to value and appreciate collaboration in the delivery of proactive and strategic solutions and high-quality client experiences.

Candidates with related administrative experience and ideally industry experience in group benefits are encouraged to apply. Looking for career growth? Mastering this role is a fundamental step in gaining the knowledge to advance to more senior roles within our group benefits team as an Analyst or Account Manager as well as other administrative roles in the organization.

About the Opportunity

The Service Representative, Group Benefits supports the Group team Account Managers by handling a variety of tasks and functions including contract document review, amendment tracking, inter-department communication and issue resolution.

This role supports the account management team, and ultimately our clients, with proactive service delivery to maximize client retention and develop both long-term and new client relationships. The role liaises with internal stakeholders, insurance carriers, other vendors and customers.

Key Responsibilities

  • Provide administrative support to Account Managers in preparing client deliverables including renewals, proposals, reports, spreadsheets, presentations and other customized documents
  • Create benefit plan summaries for new groups and update summaries for existing groups
  • Track carrier amendments and review policy documents to ensure accuracy in capturing changes. Discuss material changes with Account Managers and Department Head as needed
  • Communicate with carriers about plan changes (amendments) and other policy document issues
  • Liaise with internal departments to communicate changes in plan designs, rates, and commission
  • Prepare claims experience reports for clients
  • Update monthly Group activity report (new groups, terminations, commission changes/splits, etc.) and provide to Department Head
  • Assist with the execution of major projects including plan marketing, requests for proposal, carrier implementation and renewal
  • Proactively resolve client issues by communicating with internal departments, insurance carriers and clients as necessary
  • Attend client meetings as required
  • Deliver training via webinar for employee benefits administration and employee education sessions
  • Provide backup for other team members during absences

Education and Experience

  • Minimum 3 years administrative and customer service experience preferably within group benefits
  • Strong knowledge of group benefit products as well as applicable legislation is ideal
  • Bachelor’s Degree or business diploma is an asset
  • GBA designation or willingness to work towards designation is an asset
  • LLQP/Life Licensed in the Province of BC (or a willingness to complete) is an asset

Knowledge, Skills, & Abilities

  • Demonstrated ability to develop and maintain strong relationships (internal and external)
  • Detail oriented with sound analytical and problem-solving skills; finds insights via thorough analysis
  • Excellent communication (written and oral) skills
  • Self-motivated and works well independently as well as within a collaborative team
  • Strong organization and time management skills
  • Intermediate working knowledge in MS Office (Word, Excel and PowerPoint), specifically in transferring data to meaningful client exhibits.

How to Apply

This position will remain open until the right hire is made, so please send your resume & cover letter with your “last name – Service Representative, Group Benefits in the subject line. We thank all interested candidates; only those shortlisted candidates will be contacted. No employment agency calls please.

Why DFG?

We offer a competitive compensation and benefit plan; Group RRSP; Employee Assistance Program; personal development and tuition reimbursement; volunteer day to give back to your community; regular social events because we believe it makes our team stronger; convenient location (close to transit, restaurants, etc.); bike-commuter friendly (showers, bike lock-up, etc.). Most of all we are a thoughtful and respectful team that values collaboration so we can learn and grow together!

Job Type: Full-time