Advisor, Group Benefit Portfolios

Summary

Join Humi as an Advisor, Benefits Portfolios and help Canadian businesses and families achieve financial security. You'll be empowered with the tools and skills to thrive in insurance and benefits, supporting the Benefits team by identifying optimal packages, advocating for best rates, and ensuring seamless employee setup. Responsibilities include renewing group plans, managing post-renewal deliverables, and maintaining client benefits plan relevance. You'll build rapport with clients, negotiate renewals, and conduct benchmarking exercises. Humi offers a remote work option and a supportive, inclusive work environment.

Requirements

• You have previous work experience in sales, account management or customer service in fast-paced environments
• You are LLQP licensed (or equivalent) and it is in good standing
• You are knowledgeable on group benefits best practices and requirements from working for an insurance carrier or brokerage
• You pride yourself in relationship management due to your ability to create delight for customers and partners
• You are highly organized and thrive when managing multiple projects simultaneously with multiple competing deadlines
• You are a strong communicator and a master influencer when trying to curate the best solutions for all parties
• You possess a resourceful attitude and thrives in ambiguity
• You are tech-savvy, have a high mathematical aptitude and a quick learner
• You have a strong work ethic with a constant desire to improve through constructive feedback
• You are able to cohesively work with members within the direct team as well as other teams at Humi
• You possess confidence when speaking with clients
• You are a strong presenter and possess the ability to analyze and explain data clearly to clients

Responsibilities

• Building rapport with new benefits clients alongside the sales advisor and service manager via quarterly check-ins
• Maintain strong relationships with our carrier partners
• Negotiate renewals with our carrier partners
• Successfully renew numerous group plans each month ensuring the client's best interests are addressed
• Market existing group plans in order to source a new provider that better suits the client's needs
• Handling post-quote presentation action items (i.e. alternate quotes, answering client inquiries, etc)
• Confirming sales details with the selected carrier before engaging the benefits service manager to handle a group's implementation with their new provider
• Conducting benchmarking exercises for clients
• Providing quarterly performance reviews to clients
• Support Humi's Portfolio Advisors with post-renewal deliverables

Preferred Qualifications

• You previously worked in a fast-paced startup and understand how to manage changing priorities
• You have experience working with CRMs
• You are bilingual in French

Benefits

• Maintain work-life engagement with flex hours and our Long(er) weekends initiative
• Opportunity to work fully remote across Canada if you choose to
• $65,000 - $72,000 a year + bonus