Senior Pension & Benefits Consultant

Our client is a national provider of group benefits, group retirement and human resource solutions. They are looking for a full-time Senior Pension & Benefits Consultant to join their team in Ottawa, Ontario.

The Senior Pension & Benefits Consultant will report to the Regional Vice President. The focus of this role is to support the organization by adding new clients, with the recognition of client retention and growth of existing accounts as a complementary and enabling priorities, through annual client planning and new business with existing and new customers.

In recognition of the focus on new business, objectives and priorities will be inclusive of specific targets for attainment of new clients as well as organic growth, product extension and penetration, and cross sell and up sell to those clients. The Senior Pension & Benefits Consultant formulates and upon approval, implements short term and long-term plans and strategies for retention and growth on behalf of the organization and its Benefit Solutions division.

Targets will be built in collaboration with, and subject to the approval of the SVP Benefits Solutions, regional leadership team and informed by the organization’s overall priorities, budgets, and associated revenue objectives.

Some of your key responsibilities in this role will include:

Contributing to the success of the organization by supporting top and bottom-line financial performance within the Division
Working to effectively represent the needs and concerns of the business in its local market as it pertains to meeting the overall budgeted objectives and organizational priorities of the organization
Responsible for sales in a certain geographic area, industry, and/or product line. Within this area, achieves a budgeted sales volume and maximized market potential. Services own accounts
In conjunction with the Regional Vice President and the Consulting team, designs, and executes marketing and sales strategies, policies, and programs for products and services
Strives to maintain and consistently enhance the employer’s competitive position in the marketplace
Develops new markets, recommends improvements in products and services, and develops sales strategies to meet operating and financial goals
Establishes effective communications with appropriate executives and managers to maximize the employer’s sales effectiveness
Implements sales forecasts and objectives
Develops and implements strategies relating to client retention, renewal sales, and quality service
Directs the strategic planning for client renewal and retention strategies for assigned clients
Maintains productive working relationships and expands sales with existing clients by developing and implementing sales strategies to achieve membership growth
Maintains an expert level of knowledge over a complete line of products/services and clients’ issues and needs
Uses professional skills and concepts to solve a variety of clients’ problems
Directly manages business relationships for assigned clients. Plans and administers the various employee benefit programs
Ensures that systems and processes are in place to meet the client’s internal and external needs
Analyzes and develops clients’ benefits programs and recommends alternatives to better meet clients’ employees’ needs
Tracks benefits costs to recommend updates to improve employee benefit plans, including cost-saving measures and pricing strategies
Develops and coordinates the client’s risk management programs and directs the planning and administration of clients’ various employee benefit programs
Assists clients in interpreting benefit policies and procedures. Prepares and delivers presentations to clients
Makes on-site presentations to clients and prospective clients to educate, inform, and enroll employees
Represents the best interests of the organization and its clients to the benefits community and the general public
Maintains all licensing requirements needed to conduct sales of the employer’s products and services
Remains insurable for categories of insurance and minimum amounts of errors and omissions insurance as required to perform the duties by all licensing and regulatory bodies in the province(s) in which the employee is performing the duties
Prepares an annual business plan each fiscal year for the fulfillment by the employee of the duties, including the specific activities to be undertaken by the employee to fulfill such business plan
Assists in developing and implementing short-range (one- to three-year) policies and procedures, objectives, plans and programs to maximize sales with optimum return on investment
Maintains a thorough working knowledge of company policies and procedures, and implements such by using sound judgment and initiative
Collects, compiles, and analyzes moderately complex employee benefit data and information. Composes straightforward written descriptions of results. Composes both internal and external communications regarding products
Exercises independent judgment and employs sophisticated reasoning skills
Works with others to collect and prepare information

Qualifications:

3 – 5 years of related work experience in group benefits is expected, along with experience in pension
This position requires a post-secondary degree
A valid Life Insurance License in Ontario and/or Quebec
Sound knowledge of group benefits, Microsoft Office, and standard office administration procedures
Excellent grammatical, spelling, and communication skills
Superior data entry skills and strong mathematical and reconciliation skills
The demonstrated ability to learn and master new software and technology
The demonstrated ability to build new customer relations and the ability to maintain good public relations, both within and outside the organization
Strong organizational skills, the ability to prioritize and multi-task, and the ability to manage time effectively
The ability to adhere to existing company policies and procedures
The ability to use tact and discretion to maintain information in the strictest of confidence
The Senior Pension & Benefits Consultant is responsible to work extended hours as requested or as required to meet the job demands, and must agree to do other duties as assigned
English/French bilingualism is an asset

Application Instructions:

While we appreciate all inquiries, only qualified candidates will be contacted.

Please send a resume to Kyle Provost at [email protected]

Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.