Senior Advisor - Group Insurance
Montreal or Quebec Office | Permanent Position - 37.5 hours a week

job-posting-underwriting-analyst

We are currently looking for a SENIOR ADVISOR – GROUP INSURANCE to join our team. If you are dynamic, like to maintain rewarding business relationships and want to work in a fast-growing and stimulating environment, this job is made for you!

Join a Certified Remarkable Employer, that is recognized by its own employees! According to our team, AGA Benefit Solutions is:

  • An employer that keeps its commitments to its employees and clients;
  • Visionary, dynamic and skilled leaders;
  • A friendly and respectful team that is eager to maintain an excellent working atmosphere.

To apply, please fill out the form below and send it with your resume before May 15th, 2023.

OUR JOB OFFER

Reporting to the Vice-President, Consulting, Underwriting and Actuarial, the Senior Advisor – Group Insurance will be mainly responsible for providing customer service, particularly by presenting the group insurance renewal terms and conditions, and by holding training meetings, hosting information sessions and paying courtesy visits to support group leaders with problem solving. The incumbent shall also contribute to new business development.

The incumbent is expected to:

  • Prepare renewals within the stipulated timeframes, analyze and validate the information, present the renewals to group leaders and/or brokers;
  • Explain insurance plan coverage to group leaders or to insured members on a one-on-one basis or during information meetings;
  • Coordinate the implementation and registration of new groups along with the transfer of existing groups, and follow up on enquiries.
  • Pay courtesy visits to the groups under his/her responsibility in order to maintain a preferred relationship, create lasting business connections with group leaders, and support them with problem solving;
  • Represent AGA at conventions or conferences, participate in training sessions as facilitator or resource and produce a report on the event;
  • Cooperate with the administration unit by providing all the information and forms required upon a new group sale, the sale of a new plan, the transfer or termination of a group, or any other annual enrolment or promotional campaign;
  • Collect information on methods, products, procedures and other data likely to help AGA improve the quality of its services while providing constructive solutions;
  • Participate actively in sales meetings;
  • Promote our firm’s proprietary and related products, and seize business opportunities;
  • Assist the business retention advisors and assistant advisors with the administrative and/or technical monitoring of their files;
  • Pay courtesy visits to partner brokers in order to maintain a preferred relationship, create lasting business connections and support them with problem solving and new business development;
  • Perform any other duties related to the position or delegated by his/her supervisor.
The ideal candidate will have the following qualifications:
  • University degree;
  • Minimum 10 years of experience in group insurance;
  • Must hold a group insurance certificate delivered by the Autorité des marchés financiers;
  • Experience in a unionized environment (asset);
  • Very good knowledge of benefits legislation;
  • Very good knowledge of Microsoft Office suite;
  • Very good knowledge of spoken and written English and French;
  • Good interpersonal skills;
  • Good verbal and written communication skills;
  • Ability to demonstrate judgment, integrity and honesty;
  • Ability to protect confidential information;
  • Professionalism, resourcefulness, ability to work independently and good organizational skills;
  • Very good knowledge of Microsoft Office suite;
  • Very good knowledge of spoken and written of French;
  • Good knowledge of the English language, written and spoken (an asset);
  • Valid driver’s permit.

BENEFITS OF WORKING AT AGA

  • Group insurance, pension plan and employee assistance program;
  • Training, development and career advancement opportunities;
  • Work-life balance, social and physical fitness activities.

WHO WE ARE

A leader in the development and administration of custom-made group insurance plans and group pension plans, AGA ranks among Canada’s largest benefit providers. Our clients include small, medium and large businesses as well as financial security and group insurance advisors who offer group plans to their clients. AGA serves more than 2,600 clients across Canada with some 200 employees in our offices located in Montreal, Quebec City, Kitchener, Markham, Edmonton, Calgary, St. John (NB) and Vancouver. A business operating on a human scale, AGA Benefit Solutions provides a vibrant and innovative work environment along with exciting career opportunities.

 

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