Our WP Pensions + Benefits team is seeking a Plan Member Service Representative to join their team in Burlington, ON.

The Plan Member Service Representative will:

• supporting clients on both pension + benefits area in addition to Individual Financial Services.

• Work closely with an Account Manager’s client block to cover all aspects of plan member needs •

• Assist plan members and designated Plan Administrators (PA’s) with Life, Disability and Critical Illness (CI) claim forms

• Follow up with insurers, plan members and PA’s through all stages of the Life, Disability and CI claim process •

• Assist plan members and PA’s with Health and Dental Claims (help complete forms, answer inquiries, contact insurers, pharmacies, and service providers to ensure claims get processed)

• Assist PA’s with enrollments and terminations

• Assist PA’s with online changes (e.g. salary adjustments, address changes, class/division transfers, etc.)

• Act as liaison between Plan Members, PA’s and insurance carriers for general inquiries

• Assist Plan Members with accessing their EFAP plans

• Updating PA contact information with insurance carriers

• Support communication initiatives with clients on an ongoing basis

To be successful as a Plan Member Service Representative, you will need:

• Ability to speak to and educate plan members regarding any matters related to their group benefits

• Familiarity with group benefits terminology

• Clear understanding of record keeping and follow up responsibilities

• Strong attention to detail and organizational skills

• Ability to take direction and manage shifting priorities and deadlines

• Ability to work independently and self-manage time and assigned tasks with minimal monitoring

• To effectively communicate with and support team members who are travelling and working directly with clients

• Empathy and cultural sensitivity

• Strong commitment to privacy and confidentiality

All Star Candidates will have:​

• Group benefits and/or group retirement experience an asset

• Customer service experience

• Post-secondary education in a related field GBA, RPA or CEBS courses an asset

• Knowledge of CRM (Salesforce) is an asset

• Excellent customer service and communication skills (written, and verbal)

• Microsoft Office skills (Excel, Word, PowerPoint, Outlook)

What's in it for you:

• Learn by working alongside our experts

• Extended health care and dental benefits

• A retirement savings plan with company contributions

• A suite of Health & Wellness offerings

• Mental Health programs and support for you and your family

• Competitive compensation

WP Pensions + Benefits offers comprehensive pension and benefits solutions, including life, health, and retirement plans tailored to the unique needs of Indigenous communities and employers in Ontario.

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]