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    Analyst, Field Operations - Winnipeg, MB, Canada - Summit Search Group

    Summit Search Group
    Summit Search Group Winnipeg, MB, Canada

    1 week ago

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    Description

    Job SummaryThe Benefits Analyst will oversee the creation and implementation of reporting documentation for Group Benefits, Group Retirement, and Workplace Wellness.

    They will offer assistance to the President and Account Managers, including direct interaction with clients.

    Participates in client installations, including amendments to existing policies and transitions between carriers, in collaboration with Account Managers and carriers.

    Supports Account Managers in managing client relationships, providing analysis for reporting requests and overseeing ad hoc client reporting.
    Captures all reporting on Salesforce and ensures timely follow-up steps are taken.


    Group Retirement Services:
    Prepares annual pension committee reports and attends stewardship meetings with the President.
    Records meeting minutes for all pension committee meetings and maintains plan records on One Drive per CAP Guidelines.
    Manages client installations, including amendments, new plan installations, and carrier transitions, in partnership with Account Managers and carriers.


    Working Environment:
    Competitive salaryBenefits, Health Spending accountGrowthGreat work environmentWorkplace wellnessEstablished, innovative and creative firm.

    Open concept office with Hybrid availabilityIf you are a motivated and dedicated professional Benefits Analyst looking for an exciting new challenge, we encourage you to apply for this position.comSummit Search Group has a strong commitment to Diversity, Equality and Inclusion.

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