Account Manager

Insight Global; Canada; Remote; CAD 90,000 - 110,000; Full time

Job summary

A leading client success firm is seeking a Senior Manager to manage relationships and grow a portfolio of accounts in Canada. This remote position involves delivering group benefits solutions and achieving sales results. The ideal candidate has 3+ years of experience in a similar role, is bilingual, and has a post-secondary education in a relevant field. The position requires creative approaches to problem-solving and strong interpersonal skills, along with a valid driver's license and access to a vehicle.

Qualifications

• 3+ years work experience in a similar role such as insurance or group benefits or client services.
• Demonstrated knowledge of group benefits and related products.
• Able to interpret and understand complex contracts.

Responsibilities

• Deliver measurable client success outcomes using creative, innovative approaches.
• Manage the entire sales cycle and grow a designated portfolio of client accounts.
• Achieve sales results and close new business opportunities.
• Analyze client needs and provide tailored solutions.
• Build and maintain the advisor and plan administrator relationship.

Skills

Client relationship management

Sales cycle management

Bilingual proficiency

Knowledge of group benefits

Education

Post-secondary in relevant field of study

Job description

Base pay range

CA$90,000.00/yr - CA$110,000.00/yr

Role

Senior Manager, Client Success - Canada - Remote

Location

Greater Toronto Area (Markham)

Term

Permanent full-time

Type

Remote. ~25% Travel

Job Description

The Senior Manager, Client Success has the mandate on managing client relationships, growing a portfolio of accounts, and closing new business. The position works closely with advisors, plan administrators, and internal teams to understand client needs, deliver group benefits solutions, and support ongoing account management while meeting sales and retention goals.

Responsibilities

• Deliver measurable client success outcomes using creative, innovative approaches
• Manage the entire sales cycle and grow a designated portfolio of client accounts
• Achieve sales results and close new business opportunities
• Analyze client needs and provide tailored solutions
• Build and maintain the advisor and plan administrator relationship
• Develop and implement account strategies to meet sales targets
• Conduct sales presentations and deliver proposals
• Provide ongoing reporting, group management and foster relationship to advance sales with existing customers
• Track all sales activities in CRM and report to senior management team
• Provide suggestions and guidance to the technical/operations team
• Perform other relevant duties as assigned

Required Skills & Experience

• 3+ years work experience in a similar role such as insurance or group benefits or client services
• Bilingual proficiency in written and oral communication
• Post‑secondary in relevant field of study
• Demonstrated knowledge of group benefits and related products
• Able to interpret and understand complex contracts

Nice to Have Skills & Experience

• Creative and innovative approach to problem solving with the ability to make decisions, being results oriented
• Demonstrates strong interpersonal skills while consistently projecting a professional image and demeanor
• Maintains a positive attitude and collaborates effectively as a team player with both internal and external stakeholders
• Valid Driver's License and access to a vehicle
• GBA Designation an asset

Additional Information

• Seniority level: Not Applicable
• Employment type: Full‑time
• Job function: Sales and Business Development
• Industries: Medical Practices and Health and Human Services