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Group Retirement Client Service Specialist (Calgary)
Jobs
#583071
Full Time
Job Description
We put our people first. As an employer of choice, Acera Benefits offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.
Our people are:
Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
Empowered with a sense of accountability and autonomy to take ownership of their work.
Treated with respect and act with integrity by putting clients, colleagues, and community first.
Recognized for their achievements and celebrate festivities, big and small, to make work fun.
As a specialty division of Acera Insurance, we also proudly offer most employees the opportunity to become owners. With over 650 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.
Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance.
GROUP RETIREMENT CLIENT SERVICE SPECIALIST
LOCATION AND STATUS
Status: Full-time, permanent
Location: Calgary, AB
With the leadership and guidance of the Director, Group Retirement Services, the Group Retirement Client Service Specialist will be responsible for the following tasks:
GRS Member/Employee Education
Facilitate both on-site and virtual employee education sessions for GRS clients
Provide one-on-one meetings for employees/plan members
Work with the Benefits Consultant and/or plan provider to design a member education strategy for their respective GRS clients
Coordinate the arrangement of education sessions and education strategy (if applicable) with the client contact person
Prepare and utilize professional and polished slides using the Acera PowerPoint slide template
Build a library of slides with content for a variety of situations and carrier information
GRS Member Services
Assist GRS members with inquiries regarding investment selection and retirement planning
Assist terminated and retiring members with their disclosure options
Client Service
Complete annual review reports and meet with the client and Benefits Consultant to discuss
Ensure CAPSA governance requirements are met for pension plan sponsors
Assist plan administrator with AIR or arrange for completion by carrier
Coordinate plan changes with plan provider
Assist Benefits Consultant and Director, Group Retirement Services, with market searches
Requirements
Must hold a current life license (LLQP) in good standing
Must have a valid driver’s license and a vehicle
Must have the ability to travel to client locations with some overnight travel required
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.
Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.
Our people are:
Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
Empowered with a sense of accountability and autonomy to take ownership of their work.
Treated with respect and act with integrity by putting clients, colleagues, and community first.
Recognized for their achievements and celebrate festivities, big and small, to make work fun.
As a specialty division of Acera Insurance, we also proudly offer most employees the opportunity to become owners. With over 650 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.
Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance.
GROUP RETIREMENT CLIENT SERVICE SPECIALIST
LOCATION AND STATUS
Status: Full-time, permanent
Location: Calgary, AB
With the leadership and guidance of the Director, Group Retirement Services, the Group Retirement Client Service Specialist will be responsible for the following tasks:
GRS Member/Employee Education
Facilitate both on-site and virtual employee education sessions for GRS clients
Provide one-on-one meetings for employees/plan members
Work with the Benefits Consultant and/or plan provider to design a member education strategy for their respective GRS clients
Coordinate the arrangement of education sessions and education strategy (if applicable) with the client contact person
Prepare and utilize professional and polished slides using the Acera PowerPoint slide template
Build a library of slides with content for a variety of situations and carrier information
GRS Member Services
Assist GRS members with inquiries regarding investment selection and retirement planning
Assist terminated and retiring members with their disclosure options
Client Service
Complete annual review reports and meet with the client and Benefits Consultant to discuss
Ensure CAPSA governance requirements are met for pension plan sponsors
Assist plan administrator with AIR or arrange for completion by carrier
Coordinate plan changes with plan provider
Assist Benefits Consultant and Director, Group Retirement Services, with market searches
Requirements
Must hold a current life license (LLQP) in good standing
Must have a valid driver’s license and a vehicle
Must have the ability to travel to client locations with some overnight travel required
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.
Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.
