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Set strategic consulting plan for client relationship Identify cross sell opportunities that add value for our clients Review plan performance and client files to understand the claims experience Prepare market specifications for clients using both internal and external quoting systems Analyze data and multiple carrier proposals, prepare cost comparisons, facilitate finalist presentations as required and make recommendations rel...
About the Role
Job Description
We are seeking a Managing Consultant to join our team in Kelowna.
The Managing Consultant’s primary responsibility will be to retain and grow relationships for an assigned block of group benefits clients. They will be committed to understanding our client needs and work in collaboration with supporting teams to unlock opportunities to identify products and solutions that will enhance their benefits journey.
The Managing Consultant will:
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