Benefits Specialist
Overview
Join to apply for the Benefits Specialist role at Group
HEALTH Benefit Solutions
.
About GroupHEALTH
At Group
HEALTH, we’re proud of the work we do – but it’s how we do it that truly sets us apart. We’re a fast-moving, ever-evolving, stable organization with deep roots and a bold vision: to transform the way Canadians experience benefits. We combine agility with long-term stability to create meaningful impact.
Here, you’ll find more than just a job. You’ll find a purpose-driven, people-first culture where kindness, collaboration, and curiosity thrive. Whether you’ve been here fifteen years or fifteen days, you’ll notice right away – our people are genuinely invested in one another’s success and delivering exceptional experiences to our clients and plan members.
The RoleAs a Benefits Specialist
, you will play a key role in delivering exceptional client service while managing the day-to-day administration and servicing of a dedicated portfolio of direct clients. You’ll act as a trusted point of contact, ensuring clear, timely communication, responding to inquiries, and proactively supporting client needs to drive overall satisfaction. This is a hybrid opportunity based in Surrey, BC
, offering a balance of in-office collaboration and remote flexibility.
Engage in 1-on-1 meetings with each Benefit Specialist to understand the work flow; complete CRM and WEBS basic training; review training material and resources as it pertains to systems and processes; demonstrate ability to use Enrol-Me; demonstrate initiative and willingness to learn new skills and improve existing skills.
Be able to determine which department at Group
HEALTH is responsible for specific lines of business/functions; receive sign off for basic administrative changes; working understanding of each Group
HEALTH benefit and product offering; review and understand multicarrier eligibility guidelines; builds and supports teamwork with coworkers.
Confidently work within our internal systems WEBS and CRM and able to train clients on external use of WEBS; solid understanding of our client service expectations and new business processes; consistent achievement of reaching a target SLA of 90% and developing promoters of Group
HEALTH; identify a raving fan of your WOW! service within first 90 days; completion of Group Life and Health Primer course (4 courses).
- Engage with clients within a proactive service model, ensuring best in class service
- Service and support of retention and renewal process
- Support onboarding of new clients, ensuring a smooth transition
- Manage plan member eligibility in a Benefits Administration platform
- Educate clients and administer plans to carrier guidelines and policy plan design
- Engage with clients and providers by email, phone, and video meetings, as appropriate
- Manage claim and coverage inquiries
- Manage plan amendments, coordinating with internal departments and carriers
- Support clients with systems access and usability; provide support and training as users of multiple systems
- Responsible for maintaining accurate client documents
- Create and deliver client presentations as required
- High School Diploma required, post-secondary education an asset
- 2+ years of Customer Service experience in an office or professional services environment required
- Group benefits experience such as insurance carrier, TPA, consulting house, or advisor support an asset
- GBA courses/designation an asset
You will succeed in this role if you are:
- Client Centric – You prioritize and take action based on the needs of both internal and external clients, with a positive, can-do attitude.
- An Effective Communicator – You communicate clearly and respectfully, build strong relationships, and adapt communication styles with tact and diplomacy.
- Able to Embrace Change – You thrive in a dynamic environment, adapt quickly, and use challenges as opportunities for growth.
- Organized – You plan, prioritize, and manage your time effectively to meet deadlines.
- A Team Player – You collaborate, value diverse perspectives, and focus on shared success.
At…
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