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Added 9 mins ago
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ZLC EMPLOYEE BENEFITS SOLUTIONS

Service Representative

Vancouver, BC, Canada

Pay: Competitive base salary of $57,000 – $71,000, based on experience
Job type: Full-time
Apply by: Mar 17, 2027
Experience: 3+ years of experience in group benefits, insurance administration, financial services, or related client-service roles.
Posting language: English
Posted: Sep 18, 2026

Apply About employer

Applications open in a new tab.

Original job description

About the Company

ZLC Employee Benefits Solutions (ZEBS) is a Vancouver-based employee benefits advisory firm with a long-standing reputation for thoughtful, client-first service. We partner with organizations to design, manage, and evolve employee benefits programs that are sustainable, competitive, and aligned with business goals.

Our work sits at the intersection of strategy, service excellence, and long-term relationships. We value clarity over chaos, accountability over hand-holding, and smart, capable people who take ownership of their work. If you enjoy autonomy, collaboration, and doing work that genuinely helps clients make better decisions, you’ll fit in well here.

What We Offer

Competitive base salary of $57,000 – $71,000, based on experience
Opportunity to earn additional incentive compensation
Hybrid work environment with flexibility and trust
Collaborative, experienced team with strong internal support
Professional development and ongoing learning opportunities
A workplace culture that values accountability, clarity, and results (not micromanagement)
Dog friendly work environment
Annual corporate retreat to really cool local places with no work to be done.

How to Apply (Read This Carefully)

We do things a little differently, on purpose.

To apply, please submit both:

Your resume and
A cover letter that includes the words “Purple Monkeys.”

Why? Because attention to detail matters in this role, and we want to see how you communicate when no one is standing over your shoulder.

In your cover letter, please also include:

A brief example of how you manage your own workload, priorities, or deadlines without needing constant direction
How you hold yourself accountable when things get busy or complex

Applications without a cover letter will not be considered.

(No exceptions. Even very impressive resumes.)

We promise this isn’t a trick - it’s simply a practical way for us to identify candidates who can self-manage, think ahead, and follow instructions… all essential skills for a Service Representative.

Full Job Description: Service Representative

About the Role

The Service Representative is the primary day-to-day contact for an assigned block of clients within our Employee Benefits practice. This role ensures exceptional service delivery by responding to client inquiries, supporting renewals, preparing documentation, and coordinating with insurers and internal teams. The Service Representative plays a critical role in maintaining strong client relationships, ensuring accuracy in all benefits administration tasks, and contributing to an overall high-quality client experience

Key Responsibilities

Client Service & Support (Primary Focus)

Serve as the first point of contact for client inquiries related to benefits plans coverage details, claims issues, eligibility, and policy documents.
Respond to client questions promptly, professionally, and accurately.
Provide guidance to clients on insurer processes, plan management, and best practices.
Maintain strong, positive relationships with clients and act as a trusted resource for plan administrators.

Plan Administration

Review insurer documentation for accuracy and completeness before releasing to clients.
Track and follow up on outstanding administrative items to ensure timely resolution.
Support new group implementations and mid-year plan amendments.
Work closely with insurers to conduct plan administrator training.

Renewals & Reporting

Assist the Account Executive with annual renewals, including gathering data, preparing renewal template documents, and updating internal files.
Generate standard reports (premium statements, census reports, claims summaries, etc.) as required.

Insurer & Vendor Coordination

Collaborate with insurance carriers to resolve client issues, request information, and follow up on pending items.
Ensure carrier changes, documentation, and updates are completed accurately and on time.
Review carrier communications and proactively flag relevant updates to both clients and internal teams.

Internal Collaboration & Compliance

Work closely with Advisors, Account Executives, and internal support teams to deliver seamless client service.
Maintain accurate records in the CRM and document management systems.
Follow compliance processes related to privacy, data security, and industry regulations.
Participate in process improvements to enhance client experience and operational efficiency.

Qualifications

Education & Experience

3+ years of experience in group benefits, insurance administration, financial services, or related client-service roles.
Knowledge of group benefits products and working with advisors or insurers is considered a strong asset.

Skills & Competencies

Strong communication skills (written and verbal), with the ability to translate complex information into clear language.
High attention to detail with exceptional accuracy in data entry and documentation.
Strong organizational and time-management skills; able to handle multiple client requests simultaneously.
Customer-focused mindset with a calm, solution-oriented approach.
Proficient with Microsoft Office (Excel, Word, Outlook) and CRM systems.

Attributes for Success

You enjoy helping people and solving problems.
You thrive in a fast-paced environment with shifting priorities.
You understand that accuracy and follow-through directly impact client trust.
You maintain professionalism while balancing urgency with thoroughness.
You value teamwork, reliability, and accountability.

Working Conditions

Full-time position, Monday–Friday.
Hybrid work environment.
Occasional deadlines during renewal periods may require increased focus and time management.

Apply About employer

More about this job

Responsibilities

The Service Representative acts as the primary day-to-day contact for clients, managing benefits plan inquiries, claims, and policy documentation. They also support annual renewals, coordinate with insurers, and ensure accurate benefits administration for assigned client blocks.

Requirements

Candidates must have 3+ years of experience in group benefits, insurance, or financial services. Strong communication, organizational skills, and proficiency in Microsoft Office and CRM systems are required.

Skills

Client service
Benefits administration
Data entry
Time management
Communication
Microsoft Office
CRM systems
Problem solving
Attention to detail
Insurance knowledge
Relationship management
Reporting
Documentation
Compliance

Benefits

Competitive base salary
Incentive compensation
Hybrid work environment
Professional development
Dog friendly work environment
Annual corporate retreat

Visa sponsorship

Not detected in the job text

Keywords

Employee benefits
Insurance
Client service
Benefits administration
CRM
Microsoft Excel
Microsoft Word
Microsoft Outlook
Renewals
Data security
Privacy compliance
Group benefits
Financial services
Account management
Reporting
Plan implementation

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