Here we grow again!  benefitsConnect is looking for a Group Benefits Client Manager/Analyst who will provide excellent customer service to our group clients of a well-established and growing boutique consulting firm specializing in Employee Benefits, Savings and Workplace Solutions.


In this position, you will provide support services to the Sales Executives and our Clients by performing general Client Manager service requirements as needed and preparing multiple reports in Excel. 


The ideal candidate will be flexible, enthusiastic, experienced, entrepreneurial, professional, passionate about building and maintaining client relationships.  This person MUST be and exceptional Team Player.


Direct Report – Director of Operations 


Job Responsibilities

Analyze data provided from the insurers: renewals, proposals, experience updates, etc.,

Complete annual renewal reports and facilitate marketing reviews to ensure the client is receiving a competitive renewal proposal.

Create client-facing illustrations using data from the insurer

Calculate pricing of plan alternates and alternative funding methods, stop loss, etc

Prepare reports and other deliverables to communicate results of data analysis, plan design alternative calculations, etc.

Create illustrations to demonstrate specific opportunities for cost and tax efficiencies within the employee benefits program’s structure

Provide service support, working between the Sales Executives, Operations and Clients

Be familiar with the structure of each assigned client, from plan design to funding arrangements and life cycle of deliverables

Maintain the good order of each assigned client’s file and workflow tracking

Work on new prospects with Sales Executives

Perform other duties as necessary to support Director of Operations, Account Executives, and overall operational and client goals


Required Experience

College or University Degree, preferably with three (3) to five (5) years of working experience for an insurance company, brokerage or consulting firm

CEBS or GBA designation would be a definite asset

Experience in an underwriting role would be an asset

Proficient in Excel, Word, Outlook, PowerPoint (and CRM—HubSpot, would be a definite asset)

Strong mathematical and analytical aptitude

Excellent communication skills, both written and verbal, English, with meticulous attention to detail and accuracy

Ability to multi-task in a fast-paced environment and prioritize to meet client and internal needs

Excellent problem solving and troubleshooting skills

Strong understanding of various carriers’ claims paying and administrative processes, as well as their underwriting practices and pricing models

Proficient in MS Word, MS Excel, PowerPoint, Web-based carrier reporting systems, and overall computer skills

Organized, creative, self-motivated and able to operate under pressure and work independently

Flexible and open to change

Positive attitude and open to constant personal/professional improvements,



About benefitsConnect

Founded in 2001, benefitsConnect Inc. is an innovative benefits, savings and workplace solutions advisory firm. Our passion is creating a new simplified “customer experience” for employees.  Our advice, products and services provide Employers with a hire to retire focus. Our long- term success has been achieved by satisfying our client’s needs and expectations.

If you think you have what it takes, please apply directly to Richard Dobing, Director of Operations, benefitsConnect at  or and visit to learn more about us.