Onboarding & Amendment Coordinator

Who is Effortless Admin

Effortless Admin is Canada's leading benefits administration software and service company.

Effortless Admin is a fully web-based, multi-carrier, software solution, that provides employers an effortless way of managing employee benefits. Our goal is to provide the best benefits administration experience to employers and their employees, empower advisors, and ultimately bring everyone together to work as effectively as possible. We are an expanding organization looking for motivated individuals who want to join us on our growth trajectory.

Why This Role Is Important To Effortless Admin

We are experiencing exciting growth, and we're introducing a new client-facing position: Onboarding & Amendment Coordinator. This role is crucial in providing a seamless experience for our clients during their onboarding process and when managing contract amendments. As we expand, your responsibilities will focus on guiding clients through these processes, coordinating with internal teams, and ensuring smooth communication between all stakeholders. We're looking for someone who can drive our client satisfaction and operational efficiency in these key areas.

(Some of) What You'll be Doing

• Manage New Business and Amendment processes from end-to-end, serving as the primary contact for clients and advisors
• Lead and coordinate multi-stakeholder implementation meetings
• Create & oversee project timelines for onboarding and amendments, ensuring all deadlines are met
• Provide exceptional white-glove service to all stakeholders throughout the onboarding and amendment processes
• Collect, organize, and manage amendment requests from clients and advisors
• Coordinate with internal teams to ensure necessary setups and changes are implemented correctly
• Manage the successful handoff from implementation to ongoing benefits administration

What You'll Bring

• Passion for delivering exceptional client experiences
• Strong project management skills with the ability to coordinate multiple stakeholders
• Excellent communication skills, both written and verbal
• Ability to build and maintain strong relationships with external and internal teams
• Proactive approach to problem-solving and process improvement
• Adaptability and eagerness to learn new technologies and processes
• Self-motivated with a goal-oriented attitude
• Ability to work effectively in a fast-paced, high-growth environment
• Dedication to maintaining and improving processes
• Meticulous attention to detail, ensuring accuracy and consistency across tasks
• Collaborative team player with a positive attitude

Would Love For You To Have

• Experience in Canadian employee benefits administration or consulting
• Knowledge of group health, dental, life, and disability insurance products in Canada
• Familiarity with flexible benefit plans and health spending accounts
• Experience working with Canadian insurance carriers
• Fluency in French is an asset but not a requirement

What's in it For You

• Work with the best minds in employee benefits while ushering in the future of employee benefits technology
• An opportunity to support a wide variety of clients and projects in the employee benefits space
• A collaborative team in a supportive, growth environment
• Competitive compensation and robust benefits package

Other Details

• In office, full-time, permanent position
• Monday to Friday, standard work week
• Office location: South Edmonton