[Remote] Internal Client Service Representative

Note: The job is a remote job and is open to candidates in USA. Medavie Health Services is a national health solutions partner dedicated to improving the wellbeing of Canadians. They are seeking an Internal Client Service Representative to support internal client-facing responsibilities, manage the group sales and service lifecycle, and ensure a seamless experience for clients and advisors.

Responsibilities

• Serve as a primary contact for clients, advisors, and consultants, resolving both basic and complex inquiries with professionalism and accuracy
• Interpret contracts and financial agreements to address disputes and support clients with union-related concerns
• Collaborate with the new business installation team to set up new groups, including online enrolment and reporting tasks
• Lead communication planning for new and existing clients, creating custom educational materials in coordination with brand and marketing teams
• Deliver Group Administrator training sessions, including for Third Party Administrators, covering systems, products, invoicing, and insurance guidelines
• Develop and execute a proactive service strategy for your block of business, promoting Medavie’s services and technology
• Represent Medavie at in person and/or virtual finalist presentations, trade shows, wellness fairs, and client education sessions, tailoring presentations to audience needs

Skills

• Post-secondary education in a related field or equivalent experience
• 1–3 years of experience in group insurance, with a solid understanding of health, dental, life, and disability plans
• Valid driver's license and willingness to travel (minimal travel)
• Strong commitment to client service and relationship-building
• Excellent time management, attention to detail, and organizational skills
• Confident public speaker with presentation experience
• Proficient in Microsoft Office Suite, Salesforce, and WebEx
• Progress toward or completion of an insurance designation is an asset
• Bilingualism (French/English) is considered an asset

Benefits

• Performance-based incentive programs

Company Overview