Group Benefits Account Associate

About the role

We’re now looking for a Group Benefits Account Associate to join our growing team - a trusted customer success partner who ensures our clients are always supported, engaged, and getting the most out of their benefits programs.

As a Group Benefits Account Associate, you will work closely with our Account Executives, insurers, and clients to deliver exceptional day-to-day service and drive client satisfaction and retention. You’ll be the first line of support for plan administrators, helping them navigate renewals, claims issues, onboarding, and ongoing education.

Skills & Qualifications

Your core responsibilities will include:

• Acting as the primary point of contact for day-to-day client inquiries related to group benefits and group retirement programs
• Supporting plan implementations, renewals, and mid-year adjustments alongside Account Executives
• Coordinating with insurance carriers and internal stakeholders to resolve issues efficiently
• Preparing plan marketing materials, reports, and presentations using internal templates and data
• Ensuring timely and accurate completion of client deliverables including employee booklets, onboarding guides, and HR support tools
• Tracking client feedback, touchpoints, and next steps in our CRM (HubSpot)
• Supporting special projects like plan benchmarking, employee engagement initiatives, or wellness programming

What You Bring:

• Minimum of 2 years' experience in office administration or employee benefits support.
• Life/A&S licensed in British Columbia, with ability to be licensed in additional applicable provinces ASAP. 
• Proficiency in Google Workspace; experience with CRM systems like Hubspot is an asset.
• Strong organizational and time-management skills with a keen attention to detail.
• Excellent verbal and written communication abilities.
• Comfortable delivering presentations to diverse audiences.
• Demonstrated ability to work collaboratively in a team-oriented environment.

Perks We Offer at Summit

• Opportunity to work for a forward thinking boutique brokerage
• Contemporary office downtown Kelowna
• Flexible work environment/work from home arrangements available to everyone
• Modern technology - laptops provided to all staff
• Comprehensive, flexible health, including mental health, and dental plans to suit all lifestyles
• • RRSP Matching
  • Health Spending Account
• The base pay for this role is $75,000-85,000 based on experience, plus year-end bonus. For a licensed individual, an opportunity also exists to earn commission on new business developed via Summit's in-house marketing initiatives.