Upcoming Opportunities For Client Service Representatives - Westland Benefits! (Finance)

We're searching for Client Service Representatives, Group Benefits. Are you searching for new possibilities?

Westland Insurance Group Ltd. is growing and has exciting opportunities for Client Service Representatives, Group Benefits at our Burlington, ON office. This is an exciting opportunity to work for our Westland Benefits team. Do you love to talk about group benefits and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on expanding their experience in a rapidly growing organization.

Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.

Discover what's possible, with Westland

The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.

As a Client Service Representative, Group Benefits, you will be responsible for delivering high-level administrative support to the advisors assigned to you.

Interested in learning more?

Why you'll love Westland:

• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to drive your own success
• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
• A total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Values Days to celebrate days important to you
• Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients

Why we'll love You:

• Prior experience in group benefits, pensions, or the insurance industry is preferred.
• Life License (LLQP) is preferred or willingness to obtain.
• Excellent listening, verbal communication, and writing skills.
• Strong ability to multi-task and prioritize in a deadline-driven environment.
• Superior organizational and time management skills to meet client and advisor needs.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.

Once here, you'll:

• Provide administrative support to Advisors, including setting up new groups, preparing annual renewals and marketings, scheduling pension meetings, and assisting with governance reports.

• Deliver exceptional client service by efficiently managing administrative tasks and ensuring timely communication with group benefit clients.
• Build strong relationships with advisors, insurers, and clients through proactive support and collaboration.

• Coordinate and ensure the timely preparation and delivery of client materials.
• Maintain accuracy and consistency in benefit plan administration, problem-solving challenges, and contributing to a seamless client experience.

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Want to get to know each other better? Send your resume our way.