Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Group Benefits Analyst is an integral role, responsible for supporting the Growth Strategy at Canada Life by supporting our account management team with. renewals, reporting and presentations. Reporting to the National Sales Director, National Accounts, the successful candidate will work closely with Account Executives, Underwriters and other stakeholders on the National Accounts team.
We are looking for a creative and energetic Group Benefits Analyst to meet profit and growth objectives by considering industry, economic outlook, administrative requirements, financial arrangements and historical experience. You will join a creative, collaborative, and innovative team to improve the customer experience and determine what Canada Life can offer.
What You Will Do
- Prepare complex renewals for Non-Refund, Refund and Administrative Service Only (ASO) financial arrangements
- Create PowerPoint presentations to demonstrate benefit trends to clients
- Request and create reporting for clients and consultants
- Respond to requests for pricing plan amendments
- Recommend plan design and product solutions to Account Managers through the analysis of client claiming patterns
- Prepare experience analyses on all benefits (Life, Long Term Disability, Short Term Disability, Health and Dental benefits) based on experience information provided
- Use SalesForce for measurement requirements, ensuring that the information compiled can be utilized by management to make sound business decisions
- Collaborate with the Account Management teams and head office staff (i.e. underwriting and reporting areas) is essential to the success and development of the role
What You Will Bring
- Strong mathematical skills and financial aptitude
- Strong organization and time management skills with an ability to manage multiple projects simultaneously often with scheduled deadlines
- Underwriting and/or Group Life & Health Insurance experience is a definite asset
- Strong analytical and problem-solving ability
- Strong team commitment and collaboration skills
- Ability to show initiative and be self-motivated
- Dedication to continual learning and self-development
- Good verbal and written skills as well as customer service skills
- Strong computer skills especially in Excel, Word, Salesforce, PowerPoint, Power BI and MS Teams
Focus on customer solutions and continuous improvements; flexible and aim to understand what work will best help us meet customer needs and expectations
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
