Benefits Administrator

Benefits Administrative Assistant

Remote | Full-Time | Group Employee Benefits + HCSA Included

About the Opportunity

We are a boutique Group, Life, and Health Insurance brokerage firm, servicing clients across Western Canada. We’re currently seeking a highly organized and detail-oriented individual to join our team as a Benefits Administrative Assistant. This work-from-home position is ideal for someone with a strong command of Microsoft Excel, proven experience compiling and managing spreadsheets, and a knack for administrative excellence and periodic client service support.

As a small and collaborative team, we value professionalism, but we also know how to enjoy the work we do. If you take pride in accuracy, thrive in a structured but flexible environment, and enjoy contributing to the success of a close-knit team, we’d love to meet you.

Key Responsibilities

Compile, analyze, and maintain detailed financial reports and insurance-related spreadsheets to support our brokers and Account Managers.
Prepare and organize group insurance marketing's and proposals, ensuring documents are accurate, professional, and electronically filed.
Assist with quarterly or semi-annual client reporting and service summaries.
Support day-to-day administrative operations including document creation, appointment scheduling, CRM updates, and insurer communications.
Provide ad hoc client service support and administrative assistance in the sale and renewal of group benefits and life insurance policies.
Use CRM and digital systems to track leads, manage tasks, and ensure data integrity across client and broker touchpoints.
Coordinate team logistics such as scheduling, tracking referrals, and organizing internal planning activities.
Optional: Participate in group presentations or client seminars, including educational Lunch Learns.
Attend occasional team conferences (Calgary or Red Deer; expenses covered).
What We’re Looking For

Advanced proficiency in Microsoft Excel, Word and Office 365 is required.
Experience compiling and working with spreadsheets for reporting and decision-making purposes.
Strong attention to detail, accuracy, and organizational abilities.
Ability to work independently with minimal supervision.
Clear and professional communication skills, with the ability to support brokers, advisors, and account managers.
Comfortable using technology platforms, CRM systems, and learning new tools quickly.
A self-starter who can manage remote work responsibilities without distraction.
Bonus Skills (Not Required but Valued)

Social media experience (Facebook, Twitter, Instagram).
Familiarity with DocuSign, Adobe Sign, Mailchimp, survey tools, or basic design programs.
Experience drafting newsletters or client updates.
A creative thinker who contributes ideas to enhance operations or communication.
Ambition to grow into an account management or licensed advisor position.
Qualifications

High school diploma required; post-secondary education is an asset.
Previous administrative support experience is required.
Prior experience in insurance or professional services is considered an asset.
Compensation Perks

Competitive salary based on experience and qualifications.
Group benefits package including a healthcare spending account.
Flexible working hours and remote work arrangement.
Supportive, tight-knit team environment with growth potential.
Job Type: Full-time

Pay: $52,000.00-$60,000.00 per year

Benefits:

Dental care
Employee assistance program
Extended health care
Flexible schedule
Life insurance
Paid time off
Vision care
Wellness program
Work from home
Flexible language requirement:

French not required
Schedule:

Monday to Friday
Application question(s):

Are you proficient with Microsoft Excel and Word?
Experience:

Administrative: 1 year (preferred)
Language:

English (required)
Location:

Remote (required)
Work Location: Remote

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