Description and Requirements
Work Location: Hybrid position, mostly remote but will be asked to come to the office occasionally (team meeting)
Position Type: Contract, 12 Months (higher potential for conversion)
Location: Montreal, Quebec
Compensation Range:55$/hr. to 74$/hr. (Subjected to change/negotiate)
Our global leading insurance client is looking for a Lead Associate, Health and Benefits for the team.
As a Lead Associate you will contribute to a wide variety of complex analyses and projects involving the design, measurement, analysis, and project management of the full spectrum of employer health and group benefit programs. You will interface with carriers/vendors and client teams, help prepare client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and communication skills by working on cutting edge projects alongside leaders in the industry. You will also be on a forefront of change in a dynamic and fast paced environment as we enhance existing processes and support Health and Benefits’ rapid growth objectives.
Responsibilities:
- Is an active member on multiple employer client teams providing project management, financial analyses, outputs and client deliverables across a region
- Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
- Contributes to carrier/vendor financial reviews for clients
- Completes and/or reviews technical & consulting accuracy on client projects, including but not limited to developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
- Conducts and/or delivers accurate and reliable claim reporting and financial modeling to client teams to support client decisions
- Partners with Global Delivery Centers and Client Service teams to review work and deliver superior project management
- Understands client’s needs and can identify products and services to support needs
- Understanding of, and ability to, effectively articulate carrier specific strengths and weaknesses
- Identify target carriers/vendors and design/distribute bid requests (RFP); manage follow-up questions/request from the carriers/vendors
- Collect, summarize and analyze proposal findings; make recommendations for finalist carriers
- Manage placement (renewal/marketing) deliverables for clients with a strict adherence to stated deadlines
- Support communication efforts to clients (renewal / stewardship meetings, etc.) relative to placement
- Communicates complex financial results to effectively drive client action
- Build strong relationships internally and collaborate effectively on cross-functional teams
- Ongoing support of Finance, Operations and Global Delivery Centres, providing directions for revenue recognition and ensuring accurate attribution of all funds received.
- Development and ongoing support of enhanced internal and external reporting
- Communication with external teams and teams to obtain needed documentation to ensure commission payments are processed timely and accurately.
- Other special projects and initiatives as they arise
Qualifications:
- 5+ years’ experience in professional services, ideally gained in a benefit consulting/brokerage firm or underwriting / actuarial function of an insurance company
- Intermediate/advanced knowledge of health and benefits products & services, underwriting and funding concepts, big data analytics techniques
- Strong analytical, creative and integrative skills with the ability to identify and resolve issues
- Proven ability to manage multiple projects simultaneously and produce quality deliverables on time and within budget
- Strong client service orientation and ability to respond to all communications effectively and in a timely manner
- Excellent written and verbal communication skills
- Proactive self-starter attitude, ability to work independently and as part of a team with a goal-oriented mindset
- Exceptional attention to detail, organizational skills, and the ability to multitask effectively.
- Effective team player with strong collaboration skills
- Ability to direct work of more junior colleagues and provide feedback
- Excellent Microsoft Office skills, particularly in Excel and PowerPoint
- Provincial Life and Health license required within 180 days of joining
- Relevant experience and/or university degree
All interested applicants who meet the qualifications listed above are invited to submit a resume by clicking "Apply Now".
The indicated pay range for this position is a good-faith estimate based on the qualifications necessary for the position, including experience, training, and other considerations permitted by law. Additionally, it is emphasized that the pay band mentioned herein is the one established by the client company. Factors that may be used when making an offer may include a candidate’s skills, experience and geographic location, the expected quality and quantity of work. Most candidates will start at the bottom half of the pay range, with the upper end reserved for candidates with extensive experience and skills and who live in geographic markets commanding a higher starting pay. An employee’s pay history will not be a contributing factor where prohibited by local law.
This information is subject to change and serves as a general guideline for compensation discussions. Actual offers may vary based on specific circumstances and company policies.