Summary
We’re looking for a detail-oriented professional who thrives in a fast-paced environment and can provide strong support to our Sr. Account Managers. In this role, you’ll work directly with clients and insurance carriers, prepare renewal and marketing materials, and join client meetings—both in person and virtually. This role is ideal for someone who is proactive, confident, and ready to grow beyond task execution.
What You’ll Do
- Prepare renewal packages, marketing submissions, and benefits summaries
- Track and maintain client plan data, including employee changes and enrolments
- Respond to client and carrier inquiries promptly and professionally
- Ensure all client documentation is current, accurate, and compliant with best practices
- Use our CRM and internal tools to manage workflows and deadlines
- Support the preparation of proposals and client presentations
- Attend in-person and virtual client meetings alongside Sr.Account Managers
- Provide exceptional service to help retain and strengthen client relationships
- Proactively flag issues or follow-ups, taking ownership of tasks when appropriate
- Participate in webinars and industry events to stay current
- Assist with additional client service and administrative tasks as needed
What We’re Looking For
- 3 to 5 years of experience in the group benefits industry
- Confident, professional communication with clients and carriers
- Highly organized and detail-oriented, with strong follow-through
- Able to take initiative, think ahead, and contribute meaningfully in client meetings
- Able to work independently and collaborate with Sr. Account Managers
- Strong verbal and written communication skills
- Proficient in Microsoft Office (Excel, Word, PowerPoint etc.), CRM systems and web-based carrier portals
- Completion (or willingness to obtain) LLQP and/or GBA
- Valid driver’s license and access to a vehicle
Why This Role Stands Out
We value strong client interaction just as much as accurate plan administration. This role blends both - supporting client needs behind the scenes while also playing an active part in meetings and day‑to‑day relationship management.
- Hybrid work model (2x per week in office)
- Competitive compensation
- Employer-paid benefits + RRSP matching
- Paid time off between Christmas and New Year’s
- Ongoing professional development
- Mental health and wellness programs
- Great Place to Work Certified (5x) — and one of the best workplaces in Financial Services
- Fun team culture with regular social events
Who We Are
PACE is one of the largest independent benefits and insurance brokers in Canada, providing industry-leading group benefits, group retirement, voluntary benefits, and individual insurance solutions. We’ve been leaders in Canadian benefits advisory since 1993, offering trusted consulting and brokerage services to organizations across the country. With full access to all major insurance carriers and a reputation for integrity, innovation, and client-focused service, we help employers deliver meaningful, sustainable benefit programs that truly make a difference.
PACE Consulting Benefits & Pensions Ltd. welcomes and encourages applications from people with disabilities and is committed to creating a diverse workplace. We are an equal opportunity employer. Accommodations are available on request for candidates participating in all aspects of the selection process. For accommodation requests, please email the HR Department: [email protected]
We thank everyone for applying, but only those who are qualified will be contacted.
This is a net new position to support our growing team
