Implementation Analyst managing client onboarding, data validation, and carrier-platform setup. Supporting Sterling Brokers' technology-enabled group benefits and retirement administration business in Canada.
Responsibilities
Oversee the entire client onboarding process from initiation to completion
Lead client implementation kick-off calls to align expectations, gather required information, and establish next steps
Review client documentation for accuracy and completeness before submission
Prepare and submit implementation forms to carrier partners
Ensure proper setup of new clients and plan members within SCBConnect and carrier platforms
Act as liaison between Operations, Sales, Systems, Carrier Relations, clients, and external stakeholders
Address and resolve carrier-related onboarding requests
Conduct data audits and validation to ensure accuracy in system setups
Identify inefficiencies and propose process improvements to enhance the client experience
Requirements
1+ year of experience in Group Benefits or a related industry preferred
Strong data analysis skills
Experience working with Excel (Pivot Tables, VLOOKUPs, formulas) required
Familiarity with HRIS platforms, data feeds, and carrier systems is a plus
Ability to conduct business in French is a plus; industry-specific terms can be coached as needed
Ability to manage multiple projects simultaneously and meet tight deadlines
Experience working with clients in a professional capacity
Strong communication and stakeholder management skills to collaborate across departments
Detail-oriented with a proactive approach to problem-solving
Comfortable working in fast-paced, evolving environments with a continuous improvement mindset
Benefits
GRRSP Match Program
Flexible Vacation Policy
Remote Work
Opportunities to grow with a high-performing, technology-enabled organization
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