We’re Hiring!

MVB is an independently owned and operated Benefits Advisory firm with offices across Western Canada. We are focused on delivering the highest level of service for our clients group insurance needs.

Aside from who we are professionally, we are a strong group of individuals who value people, making a difference, and having fun along the way. Our team is innovative, supportive, and enjoys life! As much as our values drive who we are, the feeling of a true “team” can be felt from the day we welcome you!

As a key member of our sales team, the Group Benefits Advisor supports both Management and the Sales Representatives with the Sales Process. The position is responsible for managing an existing block of clients while simultaneously working to grow by developing and onboarding new clients.

The Group Benefits Advisor will be responsible for educating clients on group benefits and processes with the goal of assisting clients in introducing or renewing a benefit plan with their organization.

This individual will be responsible for advising on all aspects of the company benefits programs and administration for both existing and potential clients.

This position plays a crucial role in MVB’s business development and revenue generation through the inquiry and the acquisition of new clients. They are required to communicate with members of the senior management team on a number of issues, findings and recommendations.

The Group Benefits Advisor will achieve these goals in a cost-effective manner, while administering competitive benefits, group retirement plans, and health spending accounts that meet the needs of employees. Mirroring MVB’s culture, the successful candidate will illuminate positivity, and thrive in a fun-loving, easy-going environment. With a work hard play hard, teamwork mentality, the Group Benefits Advisor works closely with all members of the MVB team to collaborate on disrupting the benefit market!

Client Management

Advise and assist on interpretation and the administration of benefits packages

Collect quotes and renewal proposals for client delivery

Present quotes to clients upon renewal, or as requested

Communicate with carriers and Service Reps any deviations or expectations

Present quotes and recommendations from carriers to clients

Communicate with clients to close gaps in missing information

Semi-annual claims reviews with clients

Delivery and presentation of renewals for existing clients

Business Initiatives

Assist in the organization’s business development by prospecting new clients

Strategize optimal benefits packages based on quotes received from carriers and the client’s needs

Managing leads and creating your own through networking or marketing initiatives

Identifying and analyzing client exposures to recommend and/or design appropriate solutions for their needs

Identify appropriate insurance carriers, send requests, negotiate favourable quotes and prepare recommendations.

Working within a team to achieve maximum growth and retention

*Please note as MVB is a collaborative, inclusive team, additional tasks not outlined in the JD may be required from time to time

Education/Experience/Knowledge Required Desired

Education
Post-Secondary Education (Diploma or Degree)

Professional Designation (GBS, CEBS, etc.)

Current Life License

Experience
Experience in the benefit insurance industry

Experience in Customer Service

Skills/Knowledge
Technical experience with MS Suite and G Suite

Knowledge of benefit insurance and terminology

Strong verbal and written communication

Ability to add value to projects through problem solving

Ability to build strong, everlasting relationships with clients and team mates

Requirements
Class 5 Driver’s license and reliable vehicle X

Reliable at home office in a confidential, ergonomic space

Access to reliable wifi, internet connection, printers, and required hardware, as needed.

Key Competencies
Detail oriented

Communication

Problem solving

Solution focused

Self-motivated

Personable

Relationship building

Observant

Organization

Risk Management

Strategic Thinking

Organization Awareness

Hours of work
Full-time, permanent 40 hours per week

Location 
*Remote work*
Must be physically located in Kelowna, BC (Or Okanagan Area)

Travel 
*Minimal travel* Must be able to travel within Okanagan area for clients and weekly team meetings (Kelowna)

Salary
Guaranteed annual salary to start
Competitive commission structure once established

Schedule
8 hour shift
Monday to Friday

Employee Benefits
Dental care
Extended health care
Paid time off
RRSP match
Vision care

Incentives
RRSP, FSA, EFAP

Technology
Desktop, Photocopier/Scanner, Cell Phone

Disclosure
*MVB believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, MVB will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Application deadline: Until suitable candidate is found

Mountain View Benefits is an independently owned and operated Benefits Advisory firm with offices across Western Canada. We are focused on delivering the highest level of service for our clients group insurance needs.

Aside from who we are professionally, we are a strong group of individuals who value people, making a difference, and having fun along the way. Our team is innovative, supportive, and enjoys life! As much as our values drive who we are, the feeling of a true “team” can be felt from the day we welcome you!

As a key member of our service team, the Implementation Specialist (IS) is responsible for supporting both Service Reps and Sales Reps with the Sales Process.

Creating consistency amongst all clients to deliver a more favorable experience, the IS must provide the highest level of customer service and efficiently problem solve out-of-the-box solutions for clients.

Reporting to the Senior Account Services Manager, the IS collaborates with all Account Services Managers to successfully create a seamless and memorable experience for carriers and customers. Mirroring MVB’s culture, the successful candidate will illuminate positivity, and thrive in a fun loving, easy going environment. With a work hard play hard, teamwork mentality, the IS works closely with all members of the MVB team to collaborate on disrupting the benefit market!

Responsibilities

The primary role of the IS is to onboard new and existing clients into employee benefit plans including:

Document Creation:

• Creating and editing all sales documents for carriers including:

-Master Application

-Advisor & Commission forms

-Plan admin access forms

-PAD

• Creating calendars for clients to show target dates for smooth enrolment

• Creating and delivering Non-Evidence Maximum forms (and Statements of Health) to employees directly who qualify for a Top Up (or send to the PA)

• Creating review reports every month (accessing carries websites, pulling reports, creating documents, etc.)

• Creating Benefit Summary form for clients

• Creating Dedicated Contacts Sheets

Management:

• Assist Sales Reps in reviewing proposals for rate accuracy

• Communicate with carriers and Sales Reps any deviations or expectations

• Review and submit completed sales to carriers

• Communicate with clients to close gaps in missing information

• Communicate with clients on any carrier updates including benefit changes

Internal System Management:

• Update Salesforce with all pertinent information including:

-Plan Administrators

-Addresses and contact information

-Carriers

Business Initiatives:

• Problem solve and spearhead cost saving initiatives to MVB and the Sales Rep team

• Create consistency within MVB including internal processes, carrier and client delivery, etc.

**Please note as MVB is a collaborative, inclusive team, additional tasks not outlined in the JD may be required from time to time**

Education/Experience/Knowledge

Education

- Post-Secondary Education (Diploma or Degree) is desired

Experience

Experience in the benefit insurance industry is desired

Experience in Customer Service is desired

Skills/Knowledge

-Technical experience with MS Suite and G Suite is required

- Knowledge of benefit insurance and terminology is desired

-Strong verbal and written communication is required

-Ability to add value to projects through problem solving is required

-Ability to build strong, everlasting relationships with clients and team mates is required

Key Competencies
Detail oriented

Communication

Problem solving

Solution focused

Self-motivated

Personable

Relationship building

Observant

Organization

Hours of work

Full-time, permanent 40 hours per week

Location

Calgary, AB

3 days in office, 2 flex days

Salary Range

Competitive and based on experience

Benefits

Health, dental, life, RRSP, LTD, EFAP

Technology

Laptop