Key ResponsibilitiesClient Service & Relationship ManagementAct as a reliable point of contact for client questions, either handling requests directly or coordinating with carriers and internal team membersMaintain regular contact with clients to provide proactive, consistent service — both virtually and in personSupport employee meetings and information sessions when neededReview client accounts and relationships, recommending ways to enhance value based on an understanding of their business and industry trendsDay-to-Day AdministrationAssist clients with service issues that arise from day-to-day benefits administrationFollow up with insurance carriers on client inquiries, billing questions, and claim status to help move things forward in a timely wayCreate clear, easy-to-understand member communications for plan changes, coverage increases, and other updatesAssist with onboarding new clients by gathering enrolment and underwriting information and coordinating with carriers to ensure plans are set up correctlyStrategic Advice & ReportingProvide service and strategic advice to a range of small to mid-market clients across various industriesProvide analysis of clients' financial arrangements and claims experience, and prepare and present reports and recommendations related to group benefit projectsProvide technical advice and expertise to clients regarding plan design recommendations, costings, renewals, and industry changesWrite and deliver presentations and communications to existing and prospective clients that are thorough, powerful, and persuasiveBusiness Support & CollaborationMeetwith prospective clients, analyzing policy details, preparing reports,



negotiating with insurance carriers, and overseeing the implementation processEstablish strong working relationships internally with consultants and the service team to collaborate and partner on projectsRecommend new approaches to work processes and develop innovative ideas for continuous process improvementProfessional DevelopmentParticipate in webinars and training to stay current on products, trends, and best practicesWhat We're Looking ForA client-focused professional who genuinely cares about helping peopleCollege or university education2–3 years of experience in the group advantages industry in a client-facing roleStrong organizational skills and comfort managing multiple priorities at once in a fast-paced environmentClear, calm communication style — especially when dealing with sensitive or complex situationsA solutions-driven mindset with strong problem-solving skillsA collaborative team player who values doing things right and doing them consistentlyValid driver's licence and access to a vehicleEducationA Bachelor's degree is required, or equivalent years of industry experienceCommitment to professional developmentRequired to complete the Life License Course and Examination (LLQP) within the first 12 months of employmentWhat We OfferCompetitive base salary + bonus based on both individual and company performanceMatching group savings planHybrid flexibility — work from home with regular in-person time as needed for collaboration, training, and client meetingsCareer growth opportunities within a supportive teamPlease note that AI tools will not be used in our hiring process. This is a newly created position

📌 Employee Benefits Specialist - Calgary
🏢 The Leslie Group
📍 Calgary