Managing Consultant

People Corporation

$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Commerce or Business Administration or equivalent
  • 3-5 years experience in client-facing group benefits roles
  • Solid understanding of the group benefits industry and funding structures
  • Must possess a Life license (LLQP)
  • Customer service-oriented with an entrepreneurial mindset
  • Self-motivated with the ability to work independently
  • Proficient in Microsoft Office and Adobe Acrobat
  • Comfortable with multi-channel technology

Responsibilities

  • Develop strategic consulting plans for assigned clients
  • Identify and act on cross-sell opportunities for client benefit
  • Assess and review client plans for claims experience insights
  • Prepare market specifications using quoting systems
  • Analyze proposals for cost comparisons and present findings
  • Conduct investigations of claims data to identify trends
  • Collaborate with analysts and underwriters for renewals and reporting
  • Conduct client meetings and prepare presentation materials
  • Work with Plan Sponsors and Administrators for client engagement
  • Leverage internal relationships to enhance client services
  • Maintain workflow tracking and updates

Benefits

  • Learn from industry experts
  • Comprehensive total compensation package
  • Retirement savings plan with contributions
  • Health & wellness offerings
  • Mental health support for employees and families
  • Support for achieving industry designations
Full Job Description
We are seeking a Managing Consultant to join our team in Edmonton.

The Managing Consultant's primary responsibility will be to retain and grow relationships for an assigned block of group benefits clients. They will be committed to understanding our client needs and work in collaboration with supporting teams to unlock opportunities to identify products and solutions that will enhance their benefits journey.

The Managing Consultant will:
  • Set strategic consulting plan for client relationship
  • Identify cross sell opportunities that add value for our clients
  • Review plan performance and client files to understand the claims experience
  • Prepare market specifications for clients using both internal and external quoting systems
  • Analyze data and multiple carrier proposals, prepare cost comparisons, facilitate finalist presentations as required and make recommendations related to the best option for the client
  • Perform ad hoc investigations of claims data in order to explain trends to client
  • Work in collaboration with analyst and underwriting for client renewals, reporting and reviews, and creating commentary that is presented to clients
  • Provide technical and peer review work for the analysts and other associates
  • Coordinate new business implementation
  • Prepare documents for client presentations and meet in person to deliver client information
  • Support working relationships with Plan Sponsors, Plan Administrators and Representatives
  • Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross sell opportunities
  • Track ongoing work, update workflow systems regularly and as necessary


To be successful as a Managing Consultant with People Corporation, you will need:
  • Bachelor's degree (or equivalent) relevant to Commerce or Business Administration
  • Minimum 3 - 5 years' experience in group benefits in a client facing role
  • Understanding of the group benefits industry including funding arrangements
  • A Life license (LLQP) is required
  • A customer service-oriented mindset, an entrepreneurial spirit, and the ability to adapt to a quickly changing environment
  • To be self-motivated and able to work independently
  • Proficiency in Microsoft Office, Adobe Acrobat
  • Proficiency and comfort working with multi-channel technology
  • Valid driver's license and consistent access to a vehicle


All-star candidates will have:
  • GBA or CEBS designation


What's in it for you:
  • Learn by working alongside our experts
  • Best in class total compensation
  • A retirement savings plan with company contributions
  • A suite of Health & Wellness offerings
  • Mental Health programs and support for you and your family
  • Support achieving industry designations
  • Competitive compensation


The base salary range for this position is $90,000 - $110,000 per annum.

This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

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