Advisor Group Benefit Portfolios

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Introduction to Humi and the Role of Advisor, Benefits Portfolios

At Humi, we prioritize empowering Canadian businesses and families to secure their financial future. As our company rapidly expands, we are in search of a driven, empathetic, and highly organized professional to join our team as an Advisor of Benefits Portfolios. This role is crucial in assisting clients with selecting the right benefits package and advocating for competitive rates, ensuring a seamless benefits setup.

Role and Responsibilities

As an Advisor, Benefits Portfolios, you will be equipped with necessary tools and expertise to succeed in the insurance and benefits sector. Your primary duties will include renewing group plans, managing post-renewal deliverables, and retaining the evolution of clients’ benefits plans as their businesses grow. You will maintain strong relations with carrier partners, negotiate renewals, and conduct benchmarking exercises. New client rapport building, handling post-quote actions, and engaging benefits service managers are also essential parts of the role.

About Humi

Humi's mission is to foster the growth and prosperity of organizations throughout Canada by focusing on their most valuable asset - their employees. Our comprehensive platform integrates HR, payroll, benefits, and insurance solutions, cementing Humi's leadership as the sole provider of such integrated services in Canada. Backed by notable investors like Tribe Capital and Y-Combinator, Humi is gaining groundwork towards innovating how businesses operate in the country.

Inclusion and Hiring Practices

Demonstrating a commitment to diversity and inclusion, Humi encourages applications from Indigenous peoples, racialized individuals, women, persons with disabilities, and LGBTQ2S+ individuals. Our hiring process is open across Canada with options for remote work. We emphasize an inclusive work culture where every team member engages and contributes to innovative ideas and problem-solving strategies.



Onboarding and Professional Growth

In your first 30 days as an Advisor, Benefits Portfolios, you'll become an integral part of the Humi Benefits team. In this period, you'll acquaint yourself with Humi culture, team members, and various operational platforms. The next 60 days focus on your understanding of client plan renewals and managing independent client blocks. By 90 days, you'll fully manage a book of business while collaborating with other teams to optimize client solutions.

Requirements and Desired Skills

Successful candidates will bring experience from sales, account management, or customer service in fast-paced settings. An LLQP license is necessary, alongside knowledge of group benefits best practices. You'll excel in relationship management and be skilled in multitasking. Proficiency in tech and communication is vital, with an adaptable and problem-solving approach. Bilingual skills in French and CRM experience are advantageous.

Why Humi?

Joining Humi offers the unique chance to work with HR-oriented specialists who value employee welfare, offering opportunities for leadership and growth as Humi scales. We promote engaging work-life balance with flexible hours and the option for remote work across Canada.

Conclusion

Humi's dedication to diversity, equity, and inclusion positions us as an exciting workplace. We welcome potential and adaptability and provide accommodations for interview processes as needed. Remember, employment offers are processed only through the Humi platform.



This job offer was originally published on RemoteOK

Humi

Canada

Customer support

Full-time

December 13, 2024

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