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Blog by Abby Rubin

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My client, a boutique 3rd party Benefits firm is currently seeking a Benefits Specialist for their North Vancouver office. The Benefits Specialist will be responsible for providing benefits-related services in direct response to client requests and in support of Account Management, Business Development and Third Party Administrative services. This position pays quite well depending on experience plus excellent benefits and opportunity for career advancement. For immediate consideration, please call Abby Rubin (604) 836-2672 and email resume to


  • Direct client services aligned with the mission “to treat all clients as if they were the only client” , acting as key liaison with employees and retirees regarding group benefits enquiries, difficult claims and conversion requests from clients
  • Manage client and insurer level data in my client’s systems, including client policy information and premium rates, client contact information, commission schedules, claims experience, premium billing rules, prospects information
  • Support new client implementation, which includes setting them up in our internal database, preparing new client packages; preparing employee and insurer communications; setting up new client files
  • Support periodic re-marketing and plan changes for existing clients, including the review and processing of client policies and amendments
  • Support renewal processes, assisting in preparation of client reports
  • Prepare employee booklets for new clients, and update current client booklets with amendments
  • Monitor client claims experience as received from insurer(s)
  • Coordinate year-end processes, including EI, MSP, HSA and LTD
  • Work closely with insurer(s) and Benefits Administrator after new client set up is complete to ensure all aspects of services are working well
  • Maintain internal reports and lists reflecting client services, including claims and booklets
  • Understand life, disability and health care plan designs, and the basics of benefit cost factors and the renewal process
  • Support team and workflow in acting as a resource for peer review
  • Understand employer HR issues as they relate to benefits


  • Two (2) years of group benefits experience
  • Two (2) years of experience with client service, administration and/or communications