The duties entail offering administrative support in daily operations, which includes producing and updating various management documents such as statistical reports, commissions, procedures and presentations. They are the connection between internal and external stakeholders, notably between service providers, clients and corporate relationship managers, by managing the documentation and requests. They maintain good relationships with service providers by responding to requests within the prescribed time frame.

Group insurance management is a main part of the position as they prepare the required documents for renewals (calculations, data entry and validations), documents for the call for tenders and correspond with the insurers. That includes analyzing the bids received using comparative charts, preparing documents for mangers and completing the administrative process of newly enrolled employers (validation, data entry, follow ups, billing). Additionally, they enter data for submissions, review amendments, produce quarterly report graphics and follow up on claim and disability cases by acting as a mediator.

Regarding other group financial products and services, they prepare the documents for presentations, for prospects and for enrollments. They are the link with the various service providers and answer questions with the necessary information.