Coordinator, Group Benefits & Documentation (4710)

Job Posting

Coordinator, Group Benefits & Documentation
Organization:  Dehoney Financial Group
Province:  British Columbia
Location:  Vancouver

Dehoney Financial Group (DFG) is an established Vancouver-based full service consulting firm offering group benefits and retirement consulting, third-party administration (TPA) services, corporate and personal life insurance as well as individual retirement and financial planning in BC and nationally.  As a client centric team, we understand that change is constant and a well-designed solution adapts to meet a client’s needs.

Our solutions strike the right balance of cost containment and flexibility, and are based on core values of trust, integrity and respect. For over 35 years, our firm has delivered employee group benefit and retirement solutions to some of Canada’s premier employers and their top executives, and individual customers. 

The Group Benefits Consulting team works alongside our clients’ human resources and executive teams to identify objectives in all aspects of benefit plan design and delivery.  We manage national, regional and multi-insurer benefit programs. 

About You

You love the group benefits industry. You live in the detail and love organizing, tracking, and list checking.  You would enjoy supporting our consultants and customers by providing accurate and timely delivery of benefit plan materials.  You can multi-task when needed but also thrive on projects that take single minded focus to complete.

You are an expert in finding creative ways to improve efficiencies in document management systems. You love working in a collaborative environment and are adept at prioritizing projects. You understand high client satisfaction is the key to the organization’s success and take great satisfaction in delivering high quality client deliverables on time and error-free.

Candidates at various levels especially those who have gained experience through an insurance company are encouraged to apply.  Looking for career growth?  Mastering this role is a fundamental step in gaining the knowledge to advance to more senior roles within our group benefits team, such as Benefits Analyst and Account Manager/Advisor should that be your career aspiration. 

About the Opportunity

Reporting to the Vice President, Group Benefits, the Coordinator, Group Benefits & Documentation supports the Group Benefits Consultants and Account Managers by handling a variety of tasks and functions including contract document review, amendment tracking and inter-department communication. This role also includes participating in and completing ad-hoc projects as necessary.

Key Responsibilities include:

  • Maintain client files both current and former (hard copies, network and email electronic files) for the Group Department.
  • Maintain metrics (client changes/additions/terminations, quote tracking, client premiums per benefit) for the Group Department.
  • Analyze benefit plans for new groups and create summaries. 
  • Track carrier amendments and review policy documents to ensure accuracy in capturing changes.  Discuss material changes with Account Managers and Department Head as needed.
  • Communicate with carriers about plan changes (amendments) and other policy document issues.
  • Liaise with internal departments to communicate changes in plan designs, rates, and commission.
  • Support Account Managers in preparing client deliverables.
  • Create monthly Group client activity report (new groups, terminations, commission changes/splits, etc.) and provide to Finance.
  • Complete and/or participate in ad-hoc projects.
  • Ensure internal procedures remain current and proactively recommend changes based on technological advancements.  Develop procedures and templates to increase effectiveness/efficiencies.
  • Provide backup for other team members during absences.

Education and Experience

  •       Post-secondary diploma/degree in a relevant field or commensurate experience
  •       3 years’ experience in the benefits industry in a similar role
  •       GBA designation or willingness to work towards it

Knowledge, Skills and Abilities

  •      Strong problem solving and analytical skills
  •      Strong oral and written communication skills including meticulous proofreading, spelling and grammar
  •      Strong attention to detail
  •      Sound understanding of the legal necessity and requirements for document management
  •      Excellent organizational and time management skills
  •      Ability to maintain an organized and 100% accurate filing system along with the ability to create processes and the documents to support them
  •      Flexible, adaptable and a positive “can do” attitude
  •      Excellent interpersonal skills
  •      Ability to work on a team and independently
  •      Intermediate proficiency in Microsoft Office (especially Word and Excel) and Acrobat as well as the ability to research and quickly learn other applications