Executive Account Manager

Sterling Brokers; Canada; Remote; CAD 70,000 - 100,000; Full time

Job summary

Sterling Brokers is seeking an Executive Account Manager to manage client relationships and ensure service excellence. This fully remote position involves conducting quarterly business reviews, addressing client concerns, and collaborating across teams to improve service delivery. With competitive salaries and a culture of mentorship, it's perfect for those looking to advance in a rapidly growing company.

Benefits

Career progression opportunities

Small office culture within a larger organization

Competitive salaries and benefits

Qualifications

• 5+ years experience as an account manager or similar role with QBRs and renewals.
• Valid provincial Life Insurance License (LLQP) required.
• Experience using CRM and automation tools is essential.

Responsibilities

• Manage client relationships through quarterly reviews and annual renewals.
• Resolve client escalations by collaborating with the service team.
• Develop strategies for proactive outreach to enhance client engagement.

Skills

Client Relationship Management

Proactive Outreach

Project Management

Negotiation

Team Collaboration

Problem Solving

Excel Proficiency

Education

Provincial Life Insurance License (LLQP)

Tools

CRM Software

Salesforce

Monday.com

Zendesk

Job description

Sterling Brokers is disrupting the Group Benefits and Retirement landscape in Canada through our innovative application, integrating with the largest insurance carriers in Canada and global HRIS platforms, to administer a streamlined solution. We are the largest independently owned and operated Third Party Administrator (TPA) and Broker in Canada, and 4th largest overall. Established in 2014, SCB is growing rapidly and looking for talented individuals to join our team.

About the role

The Executive Account Management (EAM) role will be the main relationship owner for Sterling Brokers Clients. Your goal is to proactively manage these relationships by showing our clients the value and impact Sterling provides. This will be achieved through quarterly business reviews, annual renewal conversations and handling client escalations that need a project management mindset to help resolve any complex issues the client is experiencing. This is a fast-paced role that will require excellent client-facing skills combined with an organized, energetic, and positive approach.

As we operate across Canada, this is a fully remote position.

Responsibilities will include:

• Quarterly Business Reviews/ASO Reporting – Reviewing and presenting to clients as required.
• Annual Renewals – Reviewing, presenting, and selling annual renewals to clients within your book of business.
• Proactive Outreach – Developing and executing strategies that involve proactive outreach to our clients who are experiencing meaningful growth or downsizing along with sharing relevant industry trends to add value as their trusted advisor.
• Client Escalations – Working closely with the service team to project managing problem solving when a client is experiencing an unusual issue related to their benefits. You will help connect the correct individuals within the organization to help resolve the clients’ issues.
• Collaboration with sales – Working with the sales team on client handoffs between sales to implementation and eventually into your book of business.

Requirements:

• 5+ years previous experience as an account manager or similar role where you managed a book of business and have presented QBRs and renewals
• Holds a valid provincial Life Insurance License (LLQP) in good standing with their provincial regulatory body.
• Serve as an internal mentor supporting other Executive Account Managers (EAMs) with questions/issues that arise
• Ability to identify process gaps and implement best-practices to day-to-day EAM responsibilities
• Ability to clearly articulate and independently manage conversations with senior level stakeholders within Sterling Brokers referral partner and/or client base
• Ability to take ownership of client relationships by identifying and removing blockers and managing cross functional stakeholders
• Experience working out of CRM and automation tools such as Salesforce, Monday.com, Zendesk etc.
• Proficient in excel
• A positive and resilient attitude to get through the hard days and constantly drive to improve personally and professionally

Why Work for Sterling?
Rapidly growing business nationally, with career progression opportunities
Small office culture amidst a larger organization
Competitive salaries and benefits