Account Manager
Our client is searching for an Account Manager to join their team. This role will be responsible for building and maintaining relationships with new and existing clients.
A successful candidate will provide information and guidance on all aspects of group benefits plan design, implementation and ongoing support.
This role reports directly to the Group Consulting Manager.
Your success will be defined by your ability to :
- Meet with current and prospective clients to obtain employee benefit data, plan design, employee census data, cost-sharing arrangements, premium / rate structure, historical premiums, claims and experience data
- Review and analyze plan designs; provide comments, recommendations and advice
- Design customized employee benefit plans for organizations while being cognizant of budget restraints
- Compile and summarize information for submission to the underwriting team
- Assist in presenting employee benefit proposals to existing and prospective clients, soliciting their business
- Transition new clients to the company
- Draft employee communications and coordinate with clients
- Coordinate employee enrollment with client human resources staff
- Answer general employee benefit queries from clients
- Assist clients with employee claims or claim management issues
- Build and establish relationships with the team and external partners
- Support sales and business development team in selling and quoting new business
- Support client management team as required
Your strengths include :
- 3+ years of related industry experience with in-depth knowledge of group benefits products, financial mechanisms as well as applicable legislation across Canada
- Post Secondary education in Business Administration or equivalent experience is considered an asset
- Life and Accident and Sickness licensed; multiple jurisdictions would be an asset
- Certified Employee Benefits Specialist (CEBS) designation or Group Benefits Associate (GBA) is considered an asset
- Experience within a brokerage, consulting, or carrier environment would be an asset
- Proficiency in MS Office product with intermediate to advanced Excel skills
- Strong communication and interpersonal skills
- Ability to speak and write in both French and English is an asset
- Clean driving record and valid class 5 license
- Ability to travel on occasion out of town or some overnight travel
Il y a 6 jours