About Us

At Acquire Wealth Management, we're committed to helping clients build a successful strategy that safeguards and grows their wealth both now and in the future. We understand the complexities of everyone’s needs and guide clients through every step with respect and dignity.

Position Summary The Group Benefits & Insurance Administrator is responsible for coordinating and administering group benefits plans, individual insurance policies, client service requests, and advisor support activities. The ideal candidate will possess strong administrative skills, excellent communication abilities, and a commitment to providing outstanding client service.

Key Responsibilities

Group Benefits Administration

- Prepare and process current group benefits proposals and plan implementations.
- Coordinate enrollments, terminations, beneficiary updates, and plan amendments.
- Liaise with insurance carriers regarding coverage, claims, billing, and administrative matters.
- Assist employers and employees with benefits-related inquiries.
- Review insurer reports and invoices for accuracy.
- Maintain accurate client records and documentation.

Insurance Administration
- Process applications for life, disability, critical illness, and health insurance products.
- Monitor underwriting requirements and follow up on outstanding documentation.
- Coordinate policy delivery and client onboarding.
- Track policy renewals and policy changes.




- Prepare insurance illustrations, applications, and client files for advisors.

Client Service & Advisor Support
- Provide exceptional service to clients, plan administrators, and insurance carriers.
- Respond to client inquiries in a timely and professional manner.
- Schedule client meetings and prepare meeting materials.
- Support advisors with case preparation and follow-up activities.
- Maintain compliance and documentation standards.

Administrative & Compliance Duties
- Ensure records are maintained in accordance with regulatory and company requirements.
- Assist with compliance audits and reporting.
- Update CRM systems and maintain electronic filing systems.
- Support process improvements and operational efficiencies.
- Perform other administrative duties as assigned.

Qualifications

Required

- Minimum 3-5 years of experience in the insurance, benefits, financial services, or related industry.
- Strong proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
- Excellent organizational and time-management skills.
- Strong verbal and written communication abilities.
- High level of accuracy and attention to detail.
- Insurance License preferred but not required
- Knowledge of employee benefits, life insurance, disability insurance, and health insurance products.

Benefits:
- On-site parking
- RRSP match

Work Location: In person

📌 Group Benefits & Insurance Administrator (Winnipeg)
🏢 Acquire Wealth Management
📍 Winnipeg