Job Description

Job Title: Benefits Insurance Consultant

Location: Hamilton, ON (Hybrid)

Reports To: Director of Employee Benefits

Employment Type: Full-Time

About the Role

Our client, a well-established and fast-growing independent insurance brokerage, is seeking a highly motivated Employee Benefits Insurance Consultant to join their growing team. In this role, you will have the opportunity to work with a diverse range of small and medium-sized businesses, helping them build customized benefits packages that align with their unique needs.

As an Employee Benefits Insurance Consultant , you will play a key role in building and maintaining strong relationships with clients, identifying their employee benefits requirements, and delivering tailored solutions that enhance their business offerings. You will work closely with the Director of Employee Benefits to expand the book of business, ensuring clients receive the best possible service and value.

Key Responsibilities

• Conduct needs assessments and identify employee benefit requirements for clients, both new and existing
• Design and present customized employee benefit solutions that meet client needs and objectives
• Build and maintain strong client relationships through regular communication and proactive service
• Provide ongoing support to clients, including claims management, plan optimization, and renewals
• Act as a trusted advisor to clients, keeping them informed of industry trends and new offerings
• Lead presentations and meetings to explain benefits offerings and educate clients on their options
• Work closely with the Director of Employee Benefits to identify new business opportunities and sales strategies
• Collaborate with internal teams, including claims, underwriting, and administration, to ensure seamless service delivery
• Stay up-to-date on changes in employee benefits legislation, industry trends, and new products
• Participate in the preparation of proposals, RFPs, and plan renewals
• Meet or exceed sales targets through new client acquisition and upselling of services to existing clients
• Maintain accurate and timely documentation of client interactions, proposals, and sales activities in the CRM system
• Provide training and support to clients on employee benefits administration tools and resources

What We’re Looking For

• 3+ years of experience in employee benefits consulting, account management, or similar roles
• Strong knowledge of group benefits plans, products, and services in Canada
• RIBO license required
• Experience in designing benefits plans and working with small and medium-sized businesses
• Excellent communication skills, both written and verbal, with the ability to explain complex information clearly
• Proven ability to build strong relationships with clients and drive sales growth
• Self-starter with strong organizational skills and the ability to manage multiple accounts simultaneously
• Strong analytical skills to assess client needs and propose tailored solutions
• Familiarity with benefits administration software and CRM platforms (e.g., Applied Systems, Salesforce)
• Knowledge of the Hamilton/GTA/Burlington/Oakville markets is an asset
• Ability to work independently and as part of a team in a fast-paced environment

Compensation & Perks

• Base Salary : Competitive, commensurate with experience
• Commission : Incentive structure based on new business and account retention
• Bonus Program : Performance-based bonuses for meeting sales and client satisfaction goals
• Benefits : Full health, dental, vision, and group benefits coverage
• Insurance Discounts : On personal lines for employees and family
• Paid Development : Ongoing training, licensing upgrades, and professional development
• Career Growth : Opportunities for career advancement within the Employee Benefits division
• Hybrid Flexibility : Work from home and in-office blend
• Tools Provided : CRM access, benefits plan tools, marketing support, and IT setup

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