Account Manager

People Corporation; Waterloo; On-site; CAD 60,000 - 80,000; Full time

Job summary

A national benefits service provider in Waterloo is looking for an experienced Account Manager to manage and retain client accounts. The successful candidate will be responsible for developing strong relationships with clients and providing excellent service. You should have at least 2-3 years of experience in the group benefits sector and possess strong problem-solving and communication skills. This role offers competitive compensation and comprehensive health benefits.

Benefits

Extended health care and dental benefits

Retirement savings plan with company contributions

Mental health programs and support

Assistance for industry designations

Qualifications

• Minimum 2-3 years' experience in group benefits in a client-facing role.
• Ability to act as a brand ambassador for cross-functional services.
• Strong organizational skills and ability to prioritize tasks.

Responsibilities

• Manage and retain an assigned business block.
• Conduct plan member education sessions as requested.
• Prepare necessary tools and reports for clients.

Skills

Client relationship management

Strategic thinking

Communication skills

Time management

Problem-solving skills

Education

GBA or Life License Qualification Program

Job description

Job Description

We are seeking an Account Manager to join our team in the Waterloo Region.

The Account Manager will provide support to the sales 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 focus on client retention and up-selling to the assigned block of business. 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 build credible relationships with clients
• Conduct plan member education sessions when requested
• Ensure necessary tools, benchmarking, and renewal reports are prepared and delivered to clients
• Develop communications required for plan sponsors and their employees where necessary
• Participate in industry conferences, seminars, etc., to promote services and stay 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 agreements/commitments
• 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 2-3 years' experience in group benefits in a client-facing role (required)
• Ability to act as a brand ambassador or key liaison for cross-functional services associated with People Corporation
• An understanding of the group benefits industry, including funding arrangements
• Completion or the ability to complete GBA and/or Life License Qualification Program (preferred)
• 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 promptly
• Proficiency and comfort working with multi-channel technology
• A valid driver’s license and vehicle
• Time management skills—prioritizing tasks and responsibilities to ensure optimal productivity
• Strong communication skills—ability 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.

Providing an inclusive, accessible environment where all employees and clients feel valued, respected, and supported is something we're committed to. 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.