Employee Benefits Specialist - Calgary

About the Role

In this position, you will provide benefits advice to an existing block of clients, with a focus on service, retention, and growing that block through internal and external referrals and by recognizing new opportunities within the existing client base. 

You'll work closely with our team and carrier partners to deliver thoughtful, consistent service. The goal is simple: help our clients feel confident, supported, so they can focus on what they do best.

This is a relationship-focused role where accuracy, follow-through, and care really matter.

Key Responsibilities

Client Service & Relationship Management

• Act as a reliable point of contact for client questions, either handling requests directly or coordinating with carriers and internal team members

• Maintain regular contact with clients to provide proactive, consistent service — both virtually and in person

• Support employee meetings and information sessions when needed

• Review client accounts and relationships, recommending ways to enhance value based on an understanding of their business and industry trends

Day-to-Day Administration

• Assist clients with service issues that arise from day-to-day benefits administration 

• Follow up with insurance carriers on client inquiries, billing questions, and claim status to help move things forward in a timely way

• Create clear, easy-to-understand member communications for plan changes, coverage increases, and other updates

• Assist with onboarding new clients by gathering enrolment and underwriting information and coordinating with carriers to ensure plans are set up correctly

Strategic Advice & Reporting

• Provide service and strategic advice to a range of small to mid-market clients across various industries

• Provide analysis of clients' financial arrangements and claims experience, and prepare and present reports and recommendations related to group benefit projects

• Provide technical advice and expertise to clients regarding plan design recommendations, costings, renewals, and industry changes

• Write and deliver presentations and communications to existing and prospective clients that are thorough, powerful, and persuasive

Business Support & Collaboration

• Meet with prospective clients, analyzing policy details, preparing reports, negotiating with insurance carriers, and overseeing the implementation process

• Establish strong working relationships internally with consultants and the service team to collaborate and partner on projects

• Recommend new approaches to work processes and develop innovative ideas for continuous process improvement

Professional Development

• Participate in webinars and training to stay current on products, trends, and best practices

What We're Looking For

• A client-focused professional who genuinely cares about helping people

• College or university education

• 2–3 years of experience in the group benefits industry in a client-facing role

• Strong organizational skills and comfort managing multiple priorities at once in a fast-paced environment

• Clear, calm communication style — especially when dealing with sensitive or complex situations

• A solutions-driven mindset with strong problem-solving skills

• A collaborative team player who values doing things right and doing them consistently

• Valid driver's licence and access to a vehicle

Education

• A Bachelor's degree is required, or equivalent years of industry experience

• Commitment to professional development

• Required to complete the Life License Course and Examination (LLQP) within the first 12 months of employment

What We Offer

• Competitive base salary + bonus based on both individual and company performance

• Health benefits

• Matching group savings plan

• Hybrid flexibility — work from home with regular in-person time as needed for collaboration, training, and client meetings

• Career growth opportunities within a supportive team

• Continuing education and training

To Apply

Please submit your resume to Jennifer Kirby at jkirby@vitalpartnersinc.com.

Please note that AI tools will not be used in our hiring process. This is a newly created position

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