Career Opportunities

Why Dehoney Financial Group?

We offer a competitive compensation and benefit plan; Group RRSP; Employee Assistance Program; personal development and tuition reimbursement; volunteer day to give back to your community; regular social events because we believe it makes our team stronger; convenient location (close to transit, restaurants, etc.); bike-commuter friendly (showers, bike lock-up, etc.). Most of all we are a thoughtful and respectful team that values collaboration so we can learn and grow together!

 


Benefits Administrator

You love the group benefits industry. As a key client contact, you love providing excellent service and also enjoy the detail of organizing, tracking, and list checking. You will support our consultants and customers by providing accurate and timely entries into our internal benefit systems.

You are a natural in finding ways to improve efficiencies in processes while ensuring data integrity. You thrive working in a collaborative environment and are adept at prioritizing and executing projects. You understand that client satisfaction is the key to the organization’s success and take great care in delivering high-quality client solutions on time and error-free.

Candidates at various levels, especially those who have gained experience through an insurance company, are encouraged to apply. Looking for career growth? Mastering this role is a fundamental step in gaining the knowledge to advance to more senior roles within our administration team as a Senior Benefits Administrator, and in the organization long-term as a Benefits Analyst or an Account Manager/Advisor should that be your career aspiration.

About the Opportunity

The Benefits Administrator provides Third Party Administration for Dehoney Financial Group (DFG) which includes the administration, education, and communication of the Group Insurance Program and other benefits available to our clients. The role liaises with clients, internal stakeholders, and insurance companies/carriers.

Key Responsibilities include:

• Administer employee benefits and provide client services for various groups
• Process enrolments, terminations, and changes to employee’s/member’s records
• Review employee applications for accurate and complete information and initiate appropriate follow-up procedures
• Prepare, print and send client invoices
• Produce and release accurate monthly billing statements on a timely basis to clients
• Act as the liaison between insurance companies/carriers and the groups/clients; ensure that all employee information is accurate and recorded on all insurer’s systems
• Reconcile and validate billing statements and member data records with insurance carrier records where applicable
• Responsible for new client implementations
• Handle inquiries from employers relating to their group employee benefits and escalate to Manager when necessary
• Assist the Manager with exceptions/variances and any escalated issues or actions that need to be taken related to assigned clients
• Track outgoing carrier and client cheques
• Assist in writing internal and external administration manuals
• Assist on various projects

Education and Experience

• Minimum of 1-year relevant industry experience, ideally in a similar role
• Proven experience administering and handling benefit groups

Knowledge, Skills, and Abilities

• Excellent customer service and communication skills
• Self-motivated and works well independently as well as within a collaborative team
• Ability to develop and maintain effective relationships both internally and externally
• Strong analytical and problem-solving skills
• Strong time management skills and ability to prioritize
• Excellent attention to detail
• Proficient in database programs
• Ability to deal with various insurance policies
• Intermediate knowledge of Microsoft Excel and Word

How to Apply

This position will remain open until the right hire is made, so please send your resume & cover letter with your “last name – Benefits Administrator” in the subject line to careers@dehoney.com. We thank all interested candidates; however only shortlisted candidates will be contacted. No employment agency calls please.


Account Manager, Group Retirement

You are a highly motived self-starter who loves working with people and providing quality service and advice. You’re willing to take on a project and manage it from beginning to end while ensuring clients’ service needs are taken care of whether it’s a small request or a major project.

You understand the investment industry and the types of investments offered for group retirement plans. You are able to comfortably explain the investment process and products to individual plan members. A solid understanding of the defined contribution group retirement industry is an asset.

Candidates at various levels, especially those who have gained experience through an insurance company or financial institution, are encouraged to apply. Looking for career growth? Mastering this role is fundamental in gaining the knowledge to take on more complex projects and plan design. Long-term, there may be the opportunity to advance to other roles such as an Investment Advisor or Group Retirement Consultant should that be your career aspiration.

About the Opportunity

The Account Manager Group Retirement is a key member of the group retirement team, responsible for providing client service and support to our new and existing clients. The role will have direct client contact and will also support other team members.

Key Responsibilities

• Work closely with group retirement team to ensure day-to-day seamless quality service and consulting is provided to our group retirement clients.
• Develop and maintain an effective customer service plan for each group retirement client, and execute the annual plan. Customer services provided include:

o Prepare and present annual client stewardship reports for group plans.
o Develop and implement a strategy for client’s employee education requirements. Coordinating education seminars, preparing presentations and coordinating educations sessions. Willingness to conduct education seminars (and the related occasional travel) is an asset.

• Ensure all client documents are current and retained for easy access by all team members.
• Prepare “Requests for Proposals” on behalf of clients when reviewing pricing, and implementing new plans. Contact insurers requesting price quotes when regular pricing reviews are required; then prepare a presentation of results to clients.
• Assist employees who request assistance with their group retirement plans. Service can include providing investment advice, retirement projections, and performing duties relating to investment advice (such as preparing investment change forms for employee investment changes).
• Work closely with the team on client implementations (new client onboarding or existing clients moving to other insurance carriers) to ensure a smooth and seamless setup and transition.
• Assist with the new client sales process by establishing marketing plans, preparing reports and presentations and implementation of new plans sold by DFG.
• Completes process to ensure the fulfillment of all regulatory and compliance requirements for the Group Retirement team.
• Provide backup for other team members during absences.

Education and Experience

• Demonstrated ability in providing excellent client service and on-going communication including hands-on experience completing service and implementation process (beginning to end)
• Excellent communication skills (verbal and written)
• Strong interpersonal skills with the ability to influence others from different backgrounds
• Strong problem solving, analytical and mathematical skills
• Detailed, organized and deadline oriented
• Self-motivated and driven by desire to meet planned targets
• Intermediate proficiency in Microsoft Office and the ability adapt and learn new technologies
• Knowledge of relevant products i.e. Living Benefits, Life Insurance, Group Benefits is an asset

Knowledge, Skills, and Abilities

• Minimum 3 years of experience in a similar role in the investment industry
• Completion of a diploma or degree in business, accounting or finance, or an equivalent combination of education and experience
• Life Licensed
• Working towards a Certified Financial Planner (CFP) or Certified Employee Benefits Specialist (CEBS) designation is an asset
• Working knowledge of the regulatory requirements affecting DC and DB retirement plans
• Experience with compliance is an asset
• Proven experience in sales is an asset, particularly in the investment industry

How to Apply

This position will remain open until the right hire is made, so please send your resume & cover letter with your “last name – Account Manager, Group Retirement” in the subject line to careers@dehoney.com. We thank all interested candidates; however, only shortlisted candidates will be contacted. No employment agency calls please.


 

 

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