Navy & Sage

Client Support Specialist

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UPDATE: This position has been filled.

About Us
Navy & Sage Benefits is a full-service Employee Benefits consulting and brokerage firm. We transform the needs of companies into sustainable and cost-effective group benefit plans that
cover what employees value. We are a team of experienced, passionate and creative individuals driven by taking exceptional care of our clients. We are growing and need to add an amazing Client Support Specialist to our team. Think you might be a fit? Check out the job details below and our corporate values at www.navyandsagebenefits.ca.

The Role – Group Benefits: Client Support Specialist
As a Client Support Specialist, you will be in charge of the day-to-day administration and support of clients and their benefits plans working closely with the licensed Navy & Sage Benefits Advisors.

Key Responsibilities will include:

    • Develop and maintain relationships with insurance carriers and clients
    • Assist Advisors in managing their clients’ needs and day-to-day tasks and projects
    • Assist with claims experience reporting, benefits plan management and claim issues
    • Obtain proposals from insurance providers, review and summarize the details
    • Prepare group benefit renewal reports
    • Review and interpret contracts, propose changes when necessary
    • Create and manage spreadsheets, reports and documents using MS Office
    • Have or obtain knowledge of current and relevant insurance products, industry trends, underwriting, benefits reporting and various funding arrangement options
    • Handle complex claims, benefit inquiries and billing issues
    • Communicate with and educate clients as needed
    • Occasional face-to-face client meetings
    • Support with HR projects, marketing and social media

    About You
    You’re great at finding creative solutions to problems. You are comfortable talking with Benefits Plan Administrators, HR Managers and Insurance Carriers. You believe in wowing clients with better-than-expected service. You are a natural at making clients feel important and valued. You are organized, detail-oriented and can manage multiple demanding tasks with tight deadlines.

    Ideally, you are very familiar with all aspects of group benefits, including benefits plan marketing, obtaining and compiling employee data, reviewing contracts and benefit plan booklets, reviewing insurance carrier proposals/renewals/claims experience and summarizing the information in a meaningful report. You are also great at assisting with client questions or looking into denied claims.

    You have skill in using Microsoft Office and are a quick learner. Excellent written and communication skills are essential. You work well independently but also have strong interpersonal skills and are comfortable working with a variety of clients and different personalities.

    Why You Will Love Working Here

    • You can enjoy a flexible work schedule and environment
    • You will receive an attractive compensation package
    • We provide a generous employee benefits plan
    • We offer opportunities for professional development
    • We recognize and celebrate success often
    • We have a positive and supportive team culture

    If you would like to apply for this opportunity, please send your cover letter and resume to info@navyandsagebenefits.ca.

    We thank everyone who applies; however, due to the volume of applications we receive, only those selected for an interview will be contacted.