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GroupHEALTH Benefit Solutions Logo

Benefit Analyst (Surrey, BC)

Reference ID: 483

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GroupSimple, a valued partner of GroupHEALTH, is currently looking for aBenefit Analystto join their team inSurrey, BC.

This is a multi-faceted Administration and Analyst role to support the start-up growth of GroupSimple. The Benefits Analyst will provide analytical and administration excellence to support GroupSimple Benefits Advisor sales team This role will develop a consistency and knowledge base to provide support for GroupSimple.

Outcomes
Within30 Days, you will
  • Perform a job shadow in GH Underwriting department to understand the role requirements, submission and communication process
  • Understand GroupSimple/GroupHEALTH's value proposition and how it is a unique and compelling alternative to benefit plans
  • Perform a series of job shadows in GroupHEALTH's salesdepartment to understand role requirements, IT systems and customer approaches and communication
  • Initial learning on CRM sales system
  • Meet with key stakeholders and develop relationships
  • Learn the GroupSimple sales process for requesting data, reviewing received data and preparing recommendations for quote specifications
Within 60 Days, you will
  • Continue to develop confidence to independently and accurately use CRM and Sales systems
  • Support sales lifecycle from data received to Assessment Report creation
  • Gather and process benefit data packages
  • Initial learning on the GroupHEALTH Partner Portal system
  • Create RTQ and submit quote requests to GroupHEALTH
  • Work alongside Benefit Advisors and produce reports as necessary


Within 90 Days, you will

  • Independent accuracy and comfort with CRM Sales system
  • Define and outline next 90-day requirements in collaboration with GroupSimple Leadership
  • Obtain LLQP licensing with assistance from GroupSimple leadership


In addition to joining a passionate and high energy team, yourKey Responsibilitieswill include:
  • Provide analytical and technical support in plan design and pricing to Benefits Advisor sales team
  • Review policy contracts, employee benefit booklets, and renewal reports
  • Analyze the results of plan design benchmarking to provide meaningful recommendations
  • Determine if additional data is required and provide requirements to Benefits Advisor
  • Prepare quote specifications and submit RTQ to GroupHEALTH;
  • Liaise between Benefits Advisor sales team and GroupHEALTH Underwriting
  • Perform analysis for large complex clients including in-depth analysis for complex situations
  • Participate in team brainstorming sessions to determine client recommendations
  • Peer review data and Assessment Reports
  • Prepare client Assessment Reports including recommendations to be presented to Plan Administrators and HR leaders within client organizations
  • Maintain CRM, Sales system and Smartsheet to track progress status and activity requirements
  • Maintain an up-to-date knowledge of group systems, products and technology, and have a thorough understanding of how these relate to group insurance consulting


Education & Experience
  • 2-4 years previous work experience, preferably in an analytical role
  • Post-Secondary degree or a combination of education and equivalent years of industry experience
  • Intermediate experience and knowledge of MS Office (Word, Excel, PowerPoint and Outlook), experience with CRM an asset
  • GBA, CEBS or LLQP courses/designation an asset


Must Haves
  • Meticulous attention to detail, refined organizational skills and the ability to multi-task and prioritize workload
  • Eager to determine and define what excellence looks like in a new role
  • Ability to work collaboratively with the team as well as independently with minimal supervision
  • Excellent interpersonal, communication and presentation skills, both verbal and written
  • Contributor to a collaborative, team sales environment
  • Client focused and proven relationship building skills
  • Documented success within an organization or a team
  • Aptitude in mathematics and financial analysis


We thank everyone who applies to the Benefits Analyst role; however, due to the volume of applications we receive we are only able to contact candidates who have been selected for an interview.

GroupSimple, a valued partner of GroupHEALTH, is currently looking for aBenefit Analystto join their team inSurrey, BC.

This is a multi-faceted Administration and Analyst role to support the start-up growth of GroupSimple. The Benefits Analyst will provide analytical and administration excellence to support GroupSimple Benefits Advisor sales team This role will develop a consistency and knowledge base to provide support for GroupSimple.

Posted: February 12, 2019
Closes: April 13, 2019
Email Address:
Company Info
Size:
51-200 employees
Industry:
Technology
Insurance

Connect with employer:

About GroupHEALTH Benefit Solutions

In every industry there is a company that thinks, and does things, differently. In employee group benefits, GroupHEALTH Benefit Solutions® is that company. Innovative and customer-focused, we...