Associate, Benefits Experience (14 month contract)
Humi HR
Accounting & Finance
Canada
Posted on Dec 12, 2024
*Please note that this is a 14 month contract, with the possibility of being converted to a permanent role*
At Humi, we take pride in going out of our way to help Canadian businesses and families take ownership of their financial security. As our team is rapidly scaling, we are looking to find a driven, energetic, and highly organized professional to join as our Associate, Benefits Experience.
As the Associate, Benefits Experience, you will join Humi’s Benefits Experience Team, one of three pillars within our benefits brokerage. We will empower you with all of the tools and skills you need to thrive in the world of benefits. You will support both the Benefits Sales and Portfolio teams by playing a vital role in providing exceptional service and support to our clients and their employees. This role is critical in making good first impressions with our clients and will contribute to the success of their retention and Humi’s reputation of being education focused advisors.
Who are we?
Humi’s mission is to help organizations throughout Canada foster their greatest asset – their employees. Starting with a powerful yet intuitive HR, payroll, benefits, and insurance platform, Humi has established a leadership position as the only company addressing all of these needs in one place. With a potential reach spanning every business in Canada, and a platform that touches every employee at every business that uses it, Humi is reimagining the future of work.
Humi is backed by reputable investors including: Kensington Capital Partners, a firm with over 25 years of investment experience, TELUS Ventures who partners with disruptive, market-transforming companies, Tribe Capital, the same group who funded Slack and Carta. Y-Combinator, the top value-based U.S. accelerator, and several of the world’s leading angel investors.
We’re hiring across Canada and are open to applicants who prefer to work remotely! We are committed to building an inclusive and diverse workforce, representative of the communities we serve and beyond. We encourage, and are pleased to consider, applications from Indigenous peoples, racialized persons/persons of colour, women, persons with disabilities, LGBTQ2S+ persons, and others who contribute towards promoting innovative ideas and solutions.
What will you be doing as an Associate, Benefits Experience?
- Serve as the primary point of contact for clients (plan administrators) and their employees regarding benefit inquiries, claims and general assistance by responding promptly and professionally to emails and support tickets, providing accurate information and addressing concerns or issues effectively
- Educate and guide your plan administrators and their employees on the various aspects of their group benefits plan, including coverage details, eligibility requirements, and claims procedures through one-on-one admin sessions and company wide employee sessions
- Process and administer enrolments, terminations, changes for your Benefits Plus clients in a timely manner, ensuring compliance with applicable regulations and policies
- Maintain accurate and up-to-date client records, documentation and databases to ensure data integrity and facilitate efficient information retrieval
- Stay informed on industry trends, regulatory changes and best practices related to group benefits plans to provide proactive information to your clients
In your first 30 days, you will:
- You will be attending Humi’s immersive onboarding program that will teach you all the aspects of the business while meeting with different cross-functional collaborators
- Be acquainted with the different platforms and software (Hubspot, Slack, Notion, Lattice, Asana) that will be used day to day
- Gain a deep understanding of what benefits areGain a deep understanding of Humi’s overall value proposition as well as the Benefits team’s value proposition
- Shadow Humi’s benefits sales & renewal advisors to see the value proposition in action and understand the lifecycle of a benefits plan
- Shadow your fellow Associates, Benefits Experience to better understand what your day-to-day will look like
In your first 60 days, you will:
- Have built a strong foundation and understanding of how the three Benefit pillars operate within Humi
- Understand how benefit plan administration can vary from carrier to carrier
- Begin to answer client’s basic coverage and claim questions as overflow support to existing Associates
- Be introduced to our carrier representatives
- Create and present mock client-facing presentations for admin and employee education sessions
- Be introduced and trained on Benefits Plus tasks
In your first 90 days, you will:
- Be assigned and introduced to your own block of clients that you will now be responsible for
- Have a concrete understanding of all our internal platforms and CRMs for accurate data management
- Be set up with a regular cadence of performance assessment reviews, be provided with feedback and goal setting guides for upcoming months, years, etc.
In your first year, you will:
- Have complete autonomy and ownership of client interactions
- Increased cross functional collaboration within Humi (e.g. software sales, product, engineering, etc.)
- Have ongoing training and development opportunities, whether through carrier webinars, industry certifications or resources for professional growth
What are we looking for in an Associate, Benefits Experience?
- At least one year of previous experience in group benefits customer service with an insurance carrier or benefits brokerage is required
- Bilingual (English/French) is highly desirable
- Strong interpersonal and communication skills, both written and verbal, with the ability to effectively convey complex information to clients and internal stakeholders
- Excellent problem-solving abilities and the capacity to handle multiple priorities in a fast-paced environment
- Highly proficient in using computer systems and software applications (Microsoft Suite) is required. Experience with Hubspot, Notion, Zendesk is highly desirable
- Attention to detail and a commitment to delivering high-quality service to clients
- Demonstrated ability to work independently as well as part of a team, displaying a positive and collaborative attitude
- LLQP licensed is desirable
Why join Humi?
- As a team that services the HR world, we are a team that understands you perform best in an environment that cares about their employees
- Be part of a high performing team of critical thinkers that thrive on problem solving
- Access leadership and growth opportunities as the company rapidly scales
- Maintain work-life engagement with flex hours and our Long(er) weekends initiative
- Opportunity to work fully remote across Canada if you choose to
At Humi, we are dedicated to fostering a diverse, equitable, and inclusive work environment where everyone feels a sense of belonging. We want you to know that you're welcome here, no matter who you are. Indigenous peoples, racialized persons/persons of colour, women, persons with disabilities, LGBTQ2S+ persons, and others – we're excited to hear from you. Even if you don't check every box on the requirements list, don't sweat it – we believe in potential over perfection! Need any interview accommodations? We're happy to help! Get in touch and let's chat.
Please note that all successful candidates will only receive offers through the Humi platform and we do not issue offers outside of our platform. We do not make any offers of employment via social media. Please see our resource library for the best ways to detect fraud and fraudulent activity.