*Prepare and negotiate monthly renewals* Remain on target for group persistency* Identify renewal efficiencies for advisors* Support Account Executives in building and maintaining successful client relationships* Price plan changes to assist with client retention

- Responsible for all aspects of contract amendments and changes regarding group plans including financial rate changes- Processing plan amendments - Respond to benefit plan inquiries and resolve escalated inquiries from Plan Sponsors and Plan Advisors- Understand the intricacies and complexities of each Plan Sponsor's group benefit designs and the sophistication of both MGA and Broker blocks- Support the Account Executive in the acquisition and preparation of in-force business amendments for submission to Head Office ensuring that information is complete and outstanding requirements are obtained- Suggest plan design options to meet client needs- Support Account Executives in building and maintaining successful client relationships- Order, prepare and analyze client reports by translating data into meaningful information for clients- Assist with Advisor with online access- Support Advisors with day-to-day inquiries via phone and email - Plan Administrator training via webinar and in person- Assist in the training and mentoring of new Service Representatives- Review annual service reporting with clients- Successfully collaborate with other operational areas

Employee benefits and pension specialist. Solution oriented with client needs and issues. Provide independant and objective advice. Competitve analysis and benchmarking of current and proposed programs for clients. Review and analyze annual renewal offers from the insurance carrier and report to client.Conduct marketings for new and existing clients – prepare marketing specifications, upon approval of the client submit to insurance carriers, receive proposals carriers and compose report and recommendations based on findings.