Client Specialists at BBD provide service and support for internal and external clients. They work in a dynamic environment and as a team to process transactions related to full cycle group benefits administration. This Customer Success role provides value to our clients through daily customer service, leveraging technology, communication skills, and responsiveness in order to maintain a block of BBD’s clients. role

The Client Specialist will :

• Support the Achievement of Customer Success Outcomes
  

  • Process all transactions related to full cycle of group benefit administration
  • Anticipate, recommend solutions and make decisions based on the needs of the client
  • Accountable for prompt response (24-48 hours)
  • Responsible for complete and accurate documentation of plan member changes
  • Strive for continuous improvement of all processes
  • Adapt and support changing needs of Customer Success team
  • Accountable for understanding all of BBD’s internal and client facing technology
  • Support and promote use of BBD’s technologies for all clients
  • Research, investigate and provide client focused solutions

  Build and Sustain Relationships
  

  • Accountable for the advisor and/or Plan administrator relationship
  • Accountable for building and maintaining internal and external relationships
  • Understanding of the client cycle
  • Work cohesively and collaboratively with the team and all BBD Departments
  • Adapt to changing needs of clients, both internal and external

  Have a Passion for Customer Service
  

  • Provide a friendly and professional approach in all forms of communication
  • Manage confidential information
  • Manage conflicts in an efficient and professional manner
  • Demonstrate BBD’s Values by consistently meeting or exceeding client expectations
  • Strive to meet or exceed Customer Success business goals

To be successful as a Client Specialist, you will need:

• One- to two-years of related work experience (industry/professional office setting)
  

  • Diploma in business or prior education including post-secondary math courses an asset
  • Knowledge of current insurance marketplace an asset
  • Exceptional communication skills, both written and verbal
  • Ability to work independently and in group setting and handle multiple tasks and responsibilities
  • Computer proficiency in MS Office: Word, Excel, and databases
  • Positive attitude, strong team player and customer focused

What’s in it for you?

• Learn by working alongside our experts

• Extended health care and dental benefits

• A retirement savings plan with company contributions

• A suite of Health & Wellness offerings

• Mental Health programs and support for you and your family

• Flexible vacation and Personal Time Off

• Assistance for the completion of industry recognized designations

Benefits by Design (BBD) is a division of People Corporation and we help working Canadians promote and protect their health, wealth and happiness by delivering benefits by design. We work with small to medium-sized employers across Canada, administering their group employee benefit programs. Our New Business department is looking for people with the same passion that we have for helping working Canadians. At BBD our strength comes from combining the diversity and dedication of our employees, helping each other grow and providing the best customer service.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we’re committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected].

The base salary range for this position is $50.000 – $60,000 per annum. Details of the total compensation package will be shared during the interview process.