Group Retirement Client Service Specialist (Burnaby)

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.

GROUP RETIREMENT CLIENT SERVICE SPECIALIST

LOCATION AND STATUS 

• Status: Full-time, permanent 

• Location: Burnaby, BC

• Pay Range:  Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual, and company performance.  The typical hiring range for this position is from $65,000 - $80,000 CAD annually; the pay offering is based on location and will vary depending on related experience, proven knowledge, skills, and internal equity. 

With the leadership and guidance of the Director, Group Retirement Services, the Group Retirement Client Service Specialist will be responsible for the following tasks:

Client Service

• Dedicated contact for the client (employer or association)
  • Handle inquiries  
  • Build and maintain working relationships 
  • Support with plan administration tasks and systems
  • Liaison between client and plan provider
• Coordinate new plan implementations and plan amendments
• Arrange member education sessions with the provider and/or Acera education team
• Complete annual review reports and meet with the client and Acera Benefits Consultant to discuss
• Ensure CAPSA governance requirements are met
• Assist plan administrators with pension annual information returns
• Maintain plan records and activities, using electronic filing systems and Salesforce
• Work in collaboration with internal Acera partners, including consultants, group benefits specialists, and group retirement education specialists
• Participate with peer group on training, special projects and process improvements

Requirements

• Recommended active LLQP Insurance License in good standing
• Must have the ability to travel to client locations for meetings

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 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.