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 and meet or exceed growth targets
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:
A 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 - 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
Excellent problem solving and troubleshooting skills
Understanding of the group benefits industry including funding arrangements
Excellent communication skills, both written and verbal
The ability to multi-task and prioritize to meet client and internal needs
Excellent reasoning, judgment and decision-making abilities
Strong verbal and conflict resolution skills, and very good written and listening skills
Valid driver’s license and consistent access to a vehicle
All-star candidates will have:
Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration
GBA or CEBS designation
What’s in it for you:
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we’re committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]
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 and meet or exceed growth targets
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:
A 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 - 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
Excellent problem solving and troubleshooting skills
Understanding of the group benefits industry including funding arrangements
Excellent communication skills, both written and verbal
The ability to multi-task and prioritize to meet client and internal needs
Excellent reasoning, judgment and decision-making abilities
Strong verbal and conflict resolution skills, and very good written and listening skills
Valid driver’s license and consistent access to a vehicle
All-star candidates will have:
Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration
GBA or CEBS designation
What’s in it for you:
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we’re committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]
💡 Quick Summary
Seeking a career-building opportunity? The Managing Consultant position is now open for candidates interested in the Education Jobs sector. This role in Calgary offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Education Jobs is a plus.
