Group Setup Agent
Assumption LifeDiscover
The Opportunity
Reporting to the Manager, Relationship Partnerships in Group Insurance, the incumbent is responsible for coordinating and validating information received following the sale of a new group or the addition of a division.
The role ensures consistency between information provided by Sales and Underwriting, identifies discrepancies, recalculates rates when required, and works closely with the Underwriting team to confirm risk acceptance.
The position also supports the implementation of new groups by preparing client communications when information is incomplete, organizing documentation within internal systems, creating requests for the addition of benefits or divisions, and contributing to the submission process through data entry and validation, as well as identifying variances from standard contracts.
What you'll do
Responsibilities
- Coordinate and manage files following the sale of a new group or the addition of a division, ensuring thorough filing, complete documentation, and compliance with internal procedures, partner requirements, and information systems.
- Validate and reconcile sales and underwriting information to ensure consistency; identify discrepancies, reassess risk, and recalculate rates when required.
- Follow up on missing or incomplete information and maintain effective communication with brokers, TPAs, and the sales team to ensure proper tracking and resolution.
- Confirm final risk acceptance and approved rates with clients in accordance with established procedures.
- Create and process requests for benefit or division additions, validating client documentation against quoted and approved terms.
- Contribute to continuous improvement initiatives, including procedure development, project support, knowledge sharing, and training of new team members.
What you'll need
Qualifications
Requirements
- Excellent communication skills, both written and verbal (English and French).
- More than three (3) years of experience in a related field (group insurance, benefits administration, underwriting, operations, or business services).
- Basic knowledge of group insurance and an understanding of benefits and underwriting concepts.
- Strong analytical skills with excellent attention to detail.
- Ability to manage multiple files simultaneously in a fast‑paced environment and meet tight deadlines.
- Proficiency with computer tools, particularly Microsoft Office (Excel).
Assets
- Experience in group insurance benefits administration or group implementation.
- Experience collaborating with brokers, TPAs, and sales teams.
- Strong organizational skills and ability to prioritize effectively.
- Ability to work collaboratively within a team and with multiple internal and external stakeholders.
- Interest in continuous improvement, process optimization, and knowledge sharing.
f this challenge matches your career aspirations and you want to play a key role in the exciting development of our company, please apply by April 12, 2026.
We're looking for
Core Skills
A little bit about us
Assumption Life
At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.
Assumption Life is deeply committed to its community's development
Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to making difference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 122 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.
An employer of choice
We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.
Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race, color, ancestry, religion, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, genetic characteristics, disability, gender identity or gender expression, status of a pardoned person, social condition or political activity. If you have a disability or special need that requires accommodation for an interview, please let us know by emailing [email protected]
Are you interested?
Work With Us
Be part of a dynamic team that values leadership, collaboration, trust, and commitment. Enjoy training and development opportunities, a competitive salary, bonuses, a robust pension plan, and more. Our vibrant downtown Moncton location offers a dynamic work environment, a gym in the building, and one paid day for volunteer work each year.