Account Manager

841 Client Management Ontario; Toronto; On-site; CAD 75,000 - 85,000; Full time

Benefits offered by this job

Extended health care

Dental benefits

Retirement savings plan

Health & Wellness offerings

Mental Health programs

Designation assistance

Competitive compensation

Job summary

People Corporation is seeking an Account Manager to support consultants and the client servicing team, ensuring client-focused account support and relationship management for external clients and internal staff. You will set up new groups, provide professional service to clients and brokers, and focus on client retention and up-selling within your block of business.

The role requires strong communication, organizational skills, and the ability to collaborate with cross-functional teams.

Qualifications

• Minimum 3-5 years in a client-facing role.
• Ability to act as Brand Ambassador or liaison for cross-functional services.
• Strong understanding of group benefits industry and funding arrangements.
• Completion or ability to complete GBA and/or Life License Qualification Program.

Responsibilities

• Manage and retain an assigned business block.
• Be a strategic thinker and offer innovative solutions.
• Network and build relationships with clients and colleagues.
• Coordinate between client, carrier and internal teams for claims and benefits issues.
• Set up new groups and assist with transitions to carriers.

Skills

Client-facing experience

Stakeholder management

Relationship building

Communication skills

Multi-tasking

Job description

Job Summary

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.

Key Responsibilities

• 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

Qualifications & Requirements

• 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

Company Culture & Benefits

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.

We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul – once you join us, we want you to thrive. If you want to make a difference in the lives of customers, if you take pride in a job well done, and if you like to have fun, talk to us.

If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

Salary

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.

For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.