The Senior Group Benefits Analyst based in our Edmonton office and reporting to the Technical Director will play a key role in delivering advanced analytical support data integrity and operational excellence across the group benefits are seeking a highly skilled and motivated professional who can manage complex workflows balance competing priorities and consistently deliver high-quality results. The ideal candidate is detail-oriented deeply organized and a strong critical thinker with a proven ability to translate data into meaningful insights. They will be passionate about elevating client service supporting strategic decision making and contributing to a best-in-class group benefits YOULL DO:Most importantly you will lead by example live our values and drive business relationships for the company by providing exceptional customer advanced analytical support to drive the growth and strategic direction of the Group Benefits the preparation analysis and interpretation of renewal and marketing data ensuring clear accurate insights for Advisors and all aspects of group benefits renewals including reviewing insurer proposals challenging assumptions and negotiating competitive outcomes on behalf of the full marketing process for mid- to large-scale accounts: prepare specifications respond to carrier inquiries and analyze compare and summarize all carrier and refine custom reporting packages for complex accounts ensuring recommendations are well-supported data-driven and aligned with client financial reconciliations for refund and ASO arrangements confirming accuracy and identifying discrepancies or emerging cost projected renewal outcomes and provide clear meaningful explanations to support client budgeting and detailed experience reviews benchmarking and plan design analysis to identify risks trends and opportunities for all group benefits records and datasets with the highest level of accuracy consistency and operational improvement initiatives including database automation process enhancements and reporting with Advisors and the broader Group Benefits team on special projects requiring deeper analytical insight or technical up to date with industry developments regulatory changes and market trendsand proactively apply this knowledge to strengthen client deliverables and internal duties as WE REQUIRE:57 years of progressive experience in Group Benefitseither within a consulting/brokerage environment or as a Group Benefits Underwriter on the carrier knowledge of group benefits plan design including experience building modifying and analyzing pooled products custom plan structures and large-account funding understanding of the Canadian group benefits landscape including market trends underwriting methodologies and renewal negotiation skills with the ability to challenge insurer assumptions advocate for clients and secure competitive analytical capability with the ability to interpret complex datasets identify trends and translate insights into actionable reviewing and evaluating funding arrangements (pooled ASO refund hybrid) and understanding how they impact long-term client attention to detail and exceptional accuracy in data management reporting and to work independently while contributing effectively within a collaborative team verbal and written communication skills capable of presenting complex concepts clearly and professionally to both internal and external stakeholders. Strong proficiency with Microsoft Excel along with a solid working knowledge of Outlook PowerPoint and with SQL or database-driven reporting considered an -secondary degree or diploma in business finance mathematics administration or a related CEBS GBA or willingness to pursue relevant industry designations
Required Experience:
Senior IC
The Senior Group Benefits Analyst based in our Edmonton office and reporting to the Technical Director will play a key role in delivering advanced analytical support data integrity and operational excellence across the group benefits are seeking a highly skilled and motivated professional who can m...
The Senior Group Benefits Analyst based in our Edmonton office and reporting to the Technical Director will play a key role in delivering advanced analytical support data integrity and operational excellence across the group benefits are seeking a highly skilled and motivated professional who can manage complex workflows balance competing priorities and consistently deliver high-quality results. The ideal candidate is detail-oriented deeply organized and a strong critical thinker with a proven ability to translate data into meaningful insights. They will be passionate about elevating client service supporting strategic decision making and contributing to a best-in-class group benefits YOULL DO:Most importantly you will lead by example live our values and drive business relationships for the company by providing exceptional customer advanced analytical support to drive the growth and strategic direction of the Group Benefits the preparation analysis and interpretation of renewal and marketing data ensuring clear accurate insights for Advisors and all aspects of group benefits renewals including reviewing insurer proposals challenging assumptions and negotiating competitive outcomes on behalf of the full marketing process for mid- to large-scale accounts: prepare specifications respond to carrier inquiries and analyze compare and summarize all carrier and refine custom reporting packages for complex accounts ensuring recommendations are well-supported data-driven and aligned with client financial reconciliations for refund and ASO arrangements confirming accuracy and identifying discrepancies or emerging cost projected renewal outcomes and provide clear meaningful explanations to support client budgeting and detailed experience reviews benchmarking and plan design analysis to identify risks trends and opportunities for all group benefits records and datasets with the highest level of accuracy consistency and operational improvement initiatives including database automation process enhancements and reporting with Advisors and the broader Group Benefits team on special projects requiring deeper analytical insight or technical up to date with industry developments regulatory changes and market trendsand proactively apply this knowledge to strengthen client deliverables and internal duties as WE REQUIRE:57 years of progressive experience in Group Benefitseither within a consulting/brokerage environment or as a Group Benefits Underwriter on the carrier knowledge of group benefits plan design including experience building modifying and analyzing pooled products custom plan structures and large-account funding understanding of the Canadian group benefits landscape including market trends underwriting methodologies and renewal negotiation skills with the ability to challenge insurer assumptions advocate for clients and secure competitive analytical capability with the ability to interpret complex datasets identify trends and translate insights into actionable reviewing and evaluating funding arrangements (pooled ASO refund hybrid) and understanding how they impact long-term client attention to detail and exceptional accuracy in data management reporting and to work independently while contributing effectively within a collaborative team verbal and written communication skills capable of presenting complex concepts clearly and professionally to both internal and external stakeholders. Strong proficiency with Microsoft Excel along with a solid working knowledge of Outlook PowerPoint and with SQL or database-driven reporting considered an -secondary degree or diploma in business finance mathematics administration or a related CEBS GBA or willingness to pursue relevant industry designations
Required Experience:
Senior IC
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