ABOUT US

We are a growing and dynamic group benefits brokerage firm looking for a detail-oriented, analytical, and proactive Group Benefits Administrative Assistant. This is a key support role within our consulting team—ideal for someone who has experience with group insurance, enjoys working with data, and can manage a variety of operational and administrative tasks, including RFP preparation, renewal support, and special projects.
This is not an internal HR role. We are a Group Benefits Consulting Firm that works with employers and insurance carriers. This role supports our consultants in administering benefits plans for multiple clients.
We’re seeking someone who is equally comfortable formatting reports and presentations as they are analyzing insurer data and supporting high-stakes deliverables for consultants.

QUALIFICATIONS & SKILLS

• Post-secondary diploma or degree in Business, Insurance, Office Administration, or related field.
• 2+ years of experience in group benefits, employee benefits administration, or financial services (required).
• Advanced proficiency in Microsoft Excel (formulas, formatting, pivot tables, charts) and PowerPoint.
• Comfortable working with financial data, insurance documents, and carrier reports.
• Excellent verbal and written communication skills with strong proofreading and formatting abilities.
• Strong organizational and time management skills with the ability to handle multiple priorities.
• High level of professionalism, discretion, and initiative.
• Adaptable and resourceful, with the ability to perform ad hoc duties independently and effectively.

• Create and format client deliverables, including reports, briefs, financial summaries, and renewal memos.
• Build professional PowerPoint presentations for client meetings, proposals, and marketing initiatives.
• Utilize Excel to prepare billing summaries, data analysis, and comparative reports for renewals and marketing.
• Provide administrative support for consultants including scheduling, correspondence, and file management.
• Support Consultants with the RFP process, including compiling documentation, formatting submissions, and coordinating carrier responses.
• Assist with ad hoc projects, including internal initiatives, compliance documentation, client onboarding, and research tasks.
• Draft and respond to routine and confidential communications to clients, maintaining a high degree of professionalism and discretion.
• Collaborate with consultants to streamline workflows and maintain consistency in client service delivery.