Group Benefits Account Associate

Founded in 1966, Masters Insurance has grown into one of Ontario's largest and most trusted independent brokerages. We specialize in tailored insurance and surety solutions for the construction industry, built on a foundation of strong client advocacy and longstanding industry partnerships.
Driven by our core values of integrity, care, innovation, and exceptional service, we are dedicated to safeguarding our clients' interests and ensuring their peace of mind.
Our extensive services cover personal and commercial insurance, group benefits, as well as life, estate, and investment solutions. With offices in Toronto, Hamilton, Ottawa, Windsor, New York, and Florida, our skilled team partners with top insurers to provide tailored coverage options and prompt, reliable claims support.

Position Summary

The Group Benefits Account Associate will partner closely with Masters Principals and Managers/Team Leads to service and support a diverse and growing portfolio of clients. This role is responsible for marketing both new and existing accounts and requires a highly motivated individual who can adapt to changing priorities while consistently delivering exceptional client service.

Benefits

• Competitive compensation package
• Generous health and dental benefits program, including Healthcare Spending Account
• Robust Group Retirement Savings program with company matching
• Reimbursements of license fees and professional membership dues
• Full support of continuing education and growth opportunities, including career mentorship with
  senior management
• One (1) day WFH a week will be offered after training has been completed
• Epic year-round employee events!
• Opportunities to give back to our communities through philanthropic programs
• Membership to an exclusive employee discount program
• Discounts to gym membership and select local retailers

Key Accountabilities

Act as liaison between the Insurance Company and the client.

Renewals:

• Coordinate upcoming renewals with the Managing General Agency (MGA)
• Review renewal and marketing materials prepared by the MGA to ensure accuracy and completeness
• Follow up on negotiations and proactively communicate renewal status to clients
• Arrange and participate in client meetings to present the final negotiated renewal terms
• Address and follow up on any changes, issues, or requests arising from client meetings

Marketing/Amendments:

• Work with the Managing General Agency (MGA) to obtain quotations for marketing accounts
• Schedule and coordinate presentation meetings with clients
• Submit all completed and signed documentation to the selected carrier for processing and plan set-up
• Coordinate the delivery of required enrolment materials for distribution at employee information meetings
• Follow up with clients to ensure the group plan is properly installed and operating smoothly
• Assist with plan or eligibility changes, liaising with the MGA and carrier as required

Customer Service:

• Respond to client inquiries via email and telephone in a professional and timely manner
• Proactively follow up with clients to ensure all outstanding issues and concerns are resolved
• Schedule client appointments and coordinate meetings with internal team members
• Accurately document all client inquiries, requests, and resolutions

Candidate Qualifications

• A minimum of two (2) years of work experience in Group Benefits is preferred.
• Life Licensed candidates preferred
• Proficient in Microsoft Office Programs including Outlook, Word and Excel. PowerPoint experience is an asset.

Skill Sets Required

• Effective verbal and written communication skills
• Excellent organizational and time management abilities
• Self-motivation with ability to problem-solve with limited supervision
• Flexibility to work in a fast-paced and dynamic environment with changing priorities
  Ability to work independently and as a team member
• Accurate data entry skills with extra attention to detail and overall accuracy

Masters Insurance Limited is an equal opportunity employer dedicated to fostering an inclusive and accessible workplace. We are committed to accommodating the needs of applicants in compliance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act at every stage of the recruitment and selection process. If you require accommodation, please contact us at cclare @mastersinsurance.com.

Masters Insurance takes a fair and transparent, market-based approach to compensation. We recognize that experience and expertise can vary, and we encourage qualified candidates to apply even if their experience or compensation expectations fall outside the stated range. Final offers are determined based on qualifications, experience, skills, and internal equity to ensure consistency and fairness.