Account Manager : Employee Benefits Group

Selectpath Benefits & Financial Inc.; Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading company in the Employee Benefits sector is seeking an Account Manager to oversee client accounts and ensure exceptional service. The role involves relationship management, account oversight, and collaboration with internal teams. Candidates should have a strong background in account management within the health or benefits industry and possess excellent communication and problem-solving skills.

Qualifications

• Minimum five years of experience in account management or service roles within the health or benefits industry.
• Licensed in Ontario; licensing in other jurisdictions required.

Responsibilities

• Manage and grow the existing book of business and identify cross-selling opportunities.
• Communicate effectively with clients regarding benefit plans and renewal information.
• Respond to Requests for Proposals (RFPs) and assist in presentations.

Skills

Communication

Problem-Solving

Negotiation

Organizational Skills

Education

GBA designation

Life License Qualification Program (LLQP)

Tools

MS Office

CRM solutions

Job description

Account Manager : Employee Benefits Group

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

The Employee Benefits Group Account Manager is responsible for the oversight and ongoing management of assigned client accounts. They will primarily work alongside an Advisor as a key member of the client relationship team and focus on ensuring world-class client care. This position coordinates with support staff to facilitate the implementation of new or renewing accounts to ensure the highest level of service. The Account Manager will identify trends in service issues and develop corrective action plans to improve the client’s ability to manage their benefit plans.

RESPONSIBILITIES :

Relationship Management

• Communicate effectively and courteously with clients, employees, and carriers regarding benefit plans, renewal information, and plan & vendor options.
• Engage clients to gather information about their insurance needs, discuss existing coverage, and provide customized insurance solutions.
• Deliver exceptional customer service and ensure client satisfaction, striving to exceed expectations, including in-person meetings if necessary.
• Manage and grow the existing book of business and identify cross-selling opportunities.

Account Management

• Oversee vendor changes, including preparing and distributing materials to clients, processing enrollment/application materials with new vendors, and keeping clients informed of timelines.
• Provide timely responses to customer calls and resolve problems immediately where possible; update clients on status if unresolved.
• Research and resolve all queries, claims, and billing issues.
• Educate clients and plan members about their benefit plans, coverage, copays, coinsurance, and deductibles.
• Respond to Requests for Proposals (RFPs) and assist in presentations alongside Advisors during finalist meetings.

Internal Collaboration

• Liaise with Advisors and Operations Teams to promote quality service and reduce silos.
• Collaborate with internal teams to improve client service models.
• Attend relevant internal and external seminars and trainings to stay updated on industry trends.

Reporting & Analytics

• Market and analyze benefits and rates for all coverage lines.
• Prepare and produce internal reports on account status and key metrics, communicating updates and concerns to leadership.

REQUIREMENTS :

• Minimum five years of experience in account management or service roles within the health or benefits industry.
• GBA designation; pursuing CEBS is an asset.
• Life License Qualification Program (LLQP) is an asset.
• Licensed in Ontario; licensing in other jurisdictions (excluding Quebec) required.
• Excellent communication and presentation skills.
• Ability to simplify and effectively articulate technical information and complex concepts.
• Strong problem-solving and negotiation skills.
• Organizational and prioritization skills are essential.
• Proficiency in MS Office, especially Excel, and active use of CRM solutions.
• Ability to attend in-person client meetings.

Navacord and its partners support diversity, equity, and inclusion, encouraging applications from women, Indigenous peoples, visible minorities, people with disabilities, and LGBTQ2+ individuals. Accommodation is available upon request.