Insurance Plan Administrator - Remote
This role is for our client in the insurance industry, where 13 positions are being requested to support the implementation of group retirement and savings solutions. You will work closely with the team on large-case plan transfers and amendments for clients across Canada, ensuring smooth transitions and high-quality service.
What is in it for you:
- Hourly salary of $20.51.
- 6-month contract with the potential for permanent employment.
- Full-time position: 37.50 hours per week.
- Weekday schedule from 8 am to 4 pm or 9 am to 5 pm, with optional overtime.
- Enjoy the flexibility of remote work.
Responsibilities:
- Assist the Implementation Manager in coordinating large-case client retirement plan transfers from previous service providers.
- Manage project tasks related to complex plan amendments and client plan changes.
- Provide support and information to Client Relationship Managers and Account Executives, particularly for small to mid-size clients.
- Serve as the primary contact with a client’s previous service provider during large-case implementations, ensuring timelines and expectations are met.
- Project-manage tasks to ensure completion according to set timelines, providing regular updates to stakeholders.
- Apply your understanding of legislative, product, and privacy guidelines to ensure compliance during plan transfers.
- Prepare and participate in weekly project status meetings, coordinating efforts with other departments as needed.
- Proactively manage issues by anticipating process outcomes and ensuring all necessary steps are completed for smooth transitions.
What you will need to succeed:
- High school diploma required
- 1-2 years of relevant work experience
- Strong technical skills with an ability to quickly learn new systems
- Proficient in Microsoft Excel and MS Word for file manipulation and report creation
- Solid mathematical skills to handle financial data and reconcile reports
- Excellent verbal and written communication skills to lead project team meetings and client calls
- Strong problem-solving and negotiation skills, with the ability to foresee the impact of issues and solutions
- Customer service orientation with a focus on delivering excellence
- Proven ability to manage multiple projects under tight timeframes
- Attention to detail with strong problem-solving skills
- Ability to remain calm under pressure and manage high volumes of work
- Proven ability to maintain professionalism while delivering sensitive, complex information
- Highly independent, with the ability to seek guidance only in exceptional cases
- Strong project management skills, with the ability to execute multiple projects simultaneously
- Knowledge of the group pension industry in Canada is an asset
- Experience within the banking or retirement industry is a plus
- Experience with Automate and/or Power BI is an asset
Why Recruit Action?
Recruit Action (agency permit: AP-2000003) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
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