About the role

We’re now looking for a Group Benefits Account Associate to join our growing team - a trusted customer success partner who ensures our clients are always supported, engaged, and getting the most out of their advantages programs.

As a Group Benefits Account Associate, you will work closely with our Account Executives, insurers, and clients to deliver exceptional day-to-day service and drive client satisfaction and retention. You’ll be the first line of support for plan administrators, helping them navigate renewals, claims issues, onboarding, and ongoing education.

Skills & Qualifications

Your core responsibilities will include:

- Acting as the primary point of contact for day-to-day client inquiries related to group benefits and group retirement programs
- Supporting plan implementations, renewals, and mid-year adjustments alongside Account Executives
- Coordinating with insurance carriers and internal stakeholders to resolve issues efficiently
- Preparing plan marketing materials, reports, and presentations using internal templates and data
- Ensuring timely and accurate completion of client deliverables including employee booklets, onboarding guides, and HR support tools
- Tracking client feedback, touchpoints, and next steps in our CRM (HubSpot)
- Supporting special projects like plan benchmarking, employee engagement initiatives,



or wellness programming

What You Bring:

- Minimum of 2 years' experience in office administration or employee benefits support.
- Life/A&S; licensed in British Columbia, with ability to be licensed in additional applicable provinces ASAP.
- Proficiency in Google Workspace; experience with CRM systems like Hubspot is an asset.
- Strong organizational and time-management skills with a keen attention to detail.
- Excellent verbal and written communication abilities.
- Comfortable delivering presentations to diverse audiences.
- Demonstrated ability to work collaboratively in a team-oriented environment.

Perks We Offer at Summit

- Opportunity to work for a forward thinking boutique brokerage
- Contemporary office downtown Kelowna
- Flexible work environment/work from home arrangements available to everyone
- Modern technology - laptops provided to all staff
- Comprehensive, flexible health, including mental health, and dental plans to suit all lifestyles
- - RRSP Matching
- Health Spending Account

- The base pay for this role is $75,000-85,000 based on experience, plus year-end bonus. For a licensed individual, an opportunity also exists to earn commission on recent business developed via Summit's in-house marketing initiatives.

📌 Remote Group Benefits Account Associate (Saanich Core)
🏢 Summit Commercial Solutions
📍 Saanich Core