Client Service Specialist

Green Benefits Group is now part of Acera Benefits.

We put our people first. As an employer of choice, Acera Benefits offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. 

Our people are:

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

As a specialty division of Acera Insurance, we also proudly offer most employees the opportunity to become owners. With over 650 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.

Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance.

Client Service Specialist

Job Details

Status: Full-time, permanent

Location: Burlington office – Hybrid available

Job Summary

We have an immediate opening for an enthusiastic, team-oriented Client Service Specialist working in our Burlington office. You are a key part of the Client Services Team, working with sales and service roles to achieve common goals and provide exceptional service to our clients.

Primary duties include, but not limited to, the following:

• Provide support and liaise with an assigned group of clients of various sizes and industries and be accountable for ensuring that the service and support they receive aligns with the standards set by Green Benefits Group.
• Responsible for client deliverables and working with internal teams to affect their timely production. Deliverables to include preparation of all client presentations and reporting.
• Assist in the preparation of marketing and acquisition proposals and presentations.
• Support clients with new benefits plan implementations.
• Coordinate client plan amendments with insurers as required.
• Review and analyze existing client group benefit plans and contracts.
• Work with internal teams to ensure Customer Relationship Management (CRM) systems are maintained and updated as required.
• Communicate regularly with the appropriate Benefits Consultant (BC) to ensure coordination of deliverables within required timelines.
• Maintain knowledge of carrier products, industry trends and initiatives and up to date on Green Benefits Group preferred providers and products.
• Quickly and efficiently address client inquiries and concerns.
• Represent Green Benefits Group in a professional manner at client and industry conferences and events.
• Diligently work to continuously build upon relationships with clients, carriers, and internal cross-functional teams.
• Participate in other duties as required or assigned.

Competencies & Qualifications:

• Post-secondary education and/or related courses in group benefits (i.e. CEBS)

• Completed or willing to complete the Life License Qualification Program (LLQP) within 3 months’ time
• Bilingual (English/French) an asset
• Sound benefits industry knowledge and experience, preferably in a similar environment
• Highly adaptable, driven to be your best, and proven initiative
• Proven experience providing excellent, high quality customer service
• Strong multi-tasking, problem-solving and troubleshooting skills
• A good understanding of personal computers and software, particularly MS Word, Excel, PowerPoint, Publisher and Outlook

Green Benefits Group joined Acera Insurance in March 2024.

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.