Group Benefits Account Associate
Summit
Date: 9 hours ago
City: Kelowna, BC
Contract type: Full time
About Summit
Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada.
Our mission is to create value through transparency and change the way people feel about insurance.
If you want to work with a commercial insurance brokerage that puts people first and values transparency, sustainability, ownership, and impact, then Summit is the right choice for your career path.
Summit is a team of empowered and driven individuals who live our core values every day. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market.
About The Role
We’re now looking for a Group Benefits Account Associate to join our growing team - a trusted customer success partner who ensures our clients are always supported, engaged, and getting the most out of their benefits programs.
As a Group Benefits Account Associate, you will work closely with our Account Executives, insurers, and clients to deliver exceptional day-to-day service and drive client satisfaction and retention. You’ll be the first line of support for plan administrators, helping them navigate renewals, claims issues, onboarding, and ongoing education.
Skills & Qualifications
Your core responsibilities will include:
65,000 - 80,000 CAD per year(Kelowna HQ)
Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada.
Our mission is to create value through transparency and change the way people feel about insurance.
If you want to work with a commercial insurance brokerage that puts people first and values transparency, sustainability, ownership, and impact, then Summit is the right choice for your career path.
Summit is a team of empowered and driven individuals who live our core values every day. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market.
About The Role
We’re now looking for a Group Benefits Account Associate to join our growing team - a trusted customer success partner who ensures our clients are always supported, engaged, and getting the most out of their benefits programs.
As a Group Benefits Account Associate, you will work closely with our Account Executives, insurers, and clients to deliver exceptional day-to-day service and drive client satisfaction and retention. You’ll be the first line of support for plan administrators, helping them navigate renewals, claims issues, onboarding, and ongoing education.
Skills & Qualifications
Your core responsibilities will include:
- Acting as the primary point of contact for day-to-day client inquiries related to group benefits and group retirement programs
- Supporting plan implementations, renewals, and mid-year adjustments alongside Account Executives
- Coordinating with insurance carriers and internal stakeholders to resolve issues efficiently
- Preparing plan marketing materials, reports, and presentations using internal templates and data
- Ensuring timely and accurate completion of client deliverables including employee booklets, onboarding guides, and HR support tools
- Tracking client feedback, touchpoints, and next steps in our CRM (HubSpot)
- Supporting special projects like plan benchmarking, employee engagement initiatives, or wellness programming
- Minimum of 2 years' experience in office administration or employee benefits support.
- Life/A&S licensed in British Columbia, with ability to be licensed in additional applicable provinces ASAP.
- Proficiency in Google Workspace; experience with CRM systems like Hubspot is an asset.
- Strong organizational and time-management skills with a keen attention to detail.
- Excellent verbal and written communication abilities.
- Comfortable delivering presentations to diverse audiences.
- Demonstrated ability to work collaboratively in a team-oriented environment.
- Opportunity to work for a forward thinking boutique brokerage
- Contemporary office downtown Kelowna
- Flexible work environment/work from home arrangements available to everyone
- Modern technology - laptops provided to all staff
- Comprehensive, flexible health, including mental health, and dental plans to suit all lifestyles
- RRSP Matching
- Health Spending Account
65,000 - 80,000 CAD per year(Kelowna HQ)
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