Remote (Ontario)
$80,000-$100,000 per year
About the Role
Build trusted client relationships. Turn complex benefits information into meaningful advice. Help employers make better decisions for their people. As a Consultant at Owen & Associates, you will own a portfolio of Canadian Group Benefits and Retirement clients and guide them through renewals, plan decisions, implementations, and ongoing program needs.
This is an opportunity to combine analytical thinking with genuine client connection. You will lead conversations, translate data into practical recommendations, and work with a collaborative team of Analysts, specialists, and carrier partners to deliver thoughtful solutions. You will also help others grow through clear direction, feedback, and knowledge sharing.
What You'll Do
- Act as a trusted advisor and primary point of contact for an assigned portfolio of clients.
- Manage client commitments, renewals, implementations, ongoing service activities, dependencies and deadlines.
- Analyze claims, utilization, renewal, plan performance, pricing and other relevant client or market information.
- Identify material trends, risks, opportunities and implications, evaluate options and develop clear, evidence-supported recommendations.
- Lead client meetings, stewardship reviews, renewal presentations, employee education sessions and other expected discussions.
- Explain technical information, recommendations and trade-offs clearly for different audiences and support informed client decisions.
- Oversee renewal, marketing and implementation activities and coordinate work across Analysts, internal teams, carriers and service partners.
- Review client deliverables for accuracy, completeness and consistency, and maintain clear, traceable records of decisions, approvals and supporting information.
- Delegate work to Analysts with clear outcomes, authority, deadlines and review expectations while remaining accountable for the client outcome.
- Provide timely feedback, guidance and knowledge sharing that builds Analyst capability and independence.
- Identify and communicate delivery, quality, compliance or client risks early and take practical action to address them.
- Maintain current knowledge of legislation, products, market developments, technology and consulting practices relevant to Group Benefits and Retirement programs.
What You Bring
- Post-secondary education in business, human resources, finance, insurance or a related field, or an equivalent combination of education and experience.
- Meaningful experience in Canadian Group Benefits consulting, brokerage, underwriting, account management or a closely related advisory environment.
- Strong working knowledge of Group Benefits programs; experience with Retirement programs is an asset.
- Experience managing client relationships and a portfolio of concurrent renewals, projects and service commitments.
- Ability to interpret claims, renewal, plan performance and market information and translate findings into practical recommendations.
- Confidence leading client meetings, presenting recommendations and navigating sensitive or complex discussions.
- Strong judgement, organization and follow-through, with the ability to manage competing priorities and changing requirements.
- High attention to accuracy, documentation, confidentiality, compliance and quality.
- Ability to delegate, review work and provide constructive guidance to Analysts while maintaining accountability for outcomes.
- Clear written and verbal communication skills and a collaborative, service-focused approach.
- Ability to use Microsoft 365 and approved business systems and digital tools effectively and responsibly.
- All licences, registrations, certifications or professional qualifications required to perform the role, or the ability to obtain and maintain them as a condition of employment.
General Information
This job posting is for an existing vacancy.
Artificial Intelligence (AI) and job-related assessments may be used to assist in screening applications; all employment decisions involve human review.
Learn more at: https://owenandassoc.com
