[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