Account Manager

Job summary

The Account Manager is responsible for managing and retaining an assigned block of business while providing professional support to clients, consultants, and brokers. They act as a liaison between clients and carriers to handle benefits-related issues and ensure service standards are met through strategic account lifecycle management.

Job details

The Account Manager will provide support to the consultants and the client servicing team to ensure client focused account support and relationship management is provided to external clients and internal consultants. The Account Manager is responsible for the set-up of new groups, providing professional customer service and support to clients, benefit consultants, brokers and customer service representatives for an assigned block of business. The employee is expected to also focus on client retention and up-selling to the block of business assigned to the employee. client retention is a very important part of the employee’s duties. The Account Manager will: Manage and retain an assigned business block Be a strategic thinker and able to offer innovative solutions Network and build relationships Ability to cultivate strong collaborative relationships with external and internal colleagues Ability to cultivate a robust creditable relationship with clients Liaise between the client and carrier to assist with handling of contentious claims and benefits related issues. Work closely with the implementation specialist, sales consultants/broker, underwriter, client service specialist regarding the set-up of new groups. Support the transitioning of clients to new carriers (AOR – Direct to Carrier Groups) Conduct in person client service meetings with all new and existing groups Conduct Plan Member education sessions when requested Ensure necessary tools, benchmarking and renewal reports are prepared and delivered to clients Ensure plan documentation adheres to collective bargaining agreements, as needed. Develop communications required for plan sponsors and their employees where necessary Participate in industry conferences, seminars, etc. to promote services and keep abreast of industry trends and activities Maintain deep knowledge of administration, including in house and carrier best practices, and liaise with implementation stakeholders as needed Define service standards with clients and manage account lifecycle according to set service agreement/commitment Ensure service standards are met and all deliverables are complete and client-focused To be successful as an Account Manager with People Corporation, you will need: Minimum 3 - 5 year’s experience in a client-facing role. Ability to act as a Brand Ambassador or key liaison for cross-functional services associated with People Corporation Strong understanding of the group benefits industry, including funding arrangements. Completion or the ability to complete GBA and/or Life License Qualification Program Excellent organizational skills and the ability to multi-task and prioritize in a fast-paced environment A positive attitude and strong team player who works well with internal and external stakeholders A solutions and results-oriented individual who demonstrates excellent problem-solving skills The ability to meet deadlines and provide deliverables as identified promptly Proficiency and comfort working with multi-channel technology A valid driver’s license and vehicle Time management- prioritizing tasks and responsibilities to ensure optimal productivity Strong communication skills - must be able to articulate ideas, provide instructions and actively listen to team members and colleagues What’s in It for You Learn by working alongside our experts Extended health care and dental benefits A retirement savings plan with company contributions A suite of Health & Wellness offerings Mental Health programs and support for you and your family Assistance for the completion of industry designations Competitive compensation At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders. We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com. The base salary for this position is between $75,000 - $85,000 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

What you’ll do

The Account Manager is responsible for managing and retaining an assigned block of business while providing professional support to clients, consultants, and brokers. They act as a liaison between clients and carriers to handle benefits-related issues and ensure service standards are met through strategic account lifecycle management.

Requirements

Candidates must have 3-5 years of experience in a client-facing role and a strong understanding of the group benefits industry. Proficiency in multi-channel technology, excellent organizational skills, and the ability to obtain GBA or Life License qualifications are required.

Benefits

• Extended health care
• Dental benefits
• Retirement savings plan
• Health & Wellness offerings
• Mental Health programs

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Collaboration · Preferred
• Account Management · Preferred
• Documentation · Preferred
• Reporting · Preferred
• Multi-Tasking · Preferred
• Communication Skills · Preferred
• Group Benefits · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account management
• Client relationship management
• Group benefits
• Strategic thinking
• Problem-solving
• Communication skills
• Time management
• Organizational skills
• Multi-tasking
• Customer service
• Collaboration
• Industry trends
• Reporting
• Documentation
• Brand ambassador
• Relationship Management
• Organizational Skills
• Ability To Meet Deadlines
• Positivity
• Service Standards
• Valid Driver's License
• Underwriting
• Mental Health
• Benchmarking
• Customer Service
• Communication
• Sales
• Innovation
• Problem Solving
• Multitasking
• Time Management
• Upselling
• Prioritization

Job areas

• Customer Service & Support
• Consulting
• Finance & Accounting
• Management & Leadership
• Human Resources
• Account Manager
• Account Manager (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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