Executive Account Manager - BC/Alberta

Sterling Capital Ltd.; Red Deer; On-site; CAD 65,000 - 90,000; Full time

Job summary

Sterling Brokers, Canada’s leading Benefits Management Platform, is seeking a licensed Executive Account Manager (EAM) to serve a book of Sterling business. You will be the primary client contact, require a Life/Accident & Sickness license and reside in Alberta or British Columbia.

Remote work with attendance at Alberta or BC meetings may be needed. Role emphasizes client relationship management, renewal analyses, escalation handling, onboarding support, and collaboration with

Qualifications

• Experience with group benefits plan design, analysis, and claims management.
• Proven client management and sales experience in benefits.
• Licensed in Life/Accident & Sickness with LLQP or equivalent.

Responsibilities

• Manage assigned clients, review employee benefit claims and plan health.
• Deliver the annual renewal analysis and reporting to the client.
• Handle escalated issues from internal client services support.
• Conduct follow-ups and calls with plan administrators to ensure satisfaction.
• Collaborate with sales and implementation to onboard new clients.
• Participate in regular 1-on-1 calls with manager and team.
• Contribute in collaborative meetings requiring your input/expertise.

Skills

Group benefits

Plan design

Claims management

Client management

Sales

Enterprise clients

Presentations

Technology fluency

Collaboration

Ownership

Education

LLQP license

Tools

MS Suite

Slack

Salesforce

AI tools

Job description

About this position

About Sterling Brokers

Sterling is the leading Benefits Management Platform in Canada. We create best-in-class client experiences through technology, product and expertise. In Canada our products include Employee Benefit plan design, access to wellness partners and access to the insurance carrier market along with specialized plans only Sterling can deliver. Our technology ensures that HR teams and businesses are provided with the latest digital enrolment technology for their staff. Our advisors and account service teams are dedicated to providing employers with unwavering people-first support.

If you possess the skill set we are looking for, submit your resume through this job portal to be considered for this new opportunity.

The Sterling Executive Account Manager (EAM) is assigned to a book of Sterling business and is responsible for the account as the primary relationship contact. In this role you are required to be holding a Life/Accident & Sickness insurance license for the province in which you practice.

We are currently recruiting for producers/advisors who are licensed and also reside in the province of Alberta or British Columbia. While we are a remote workforce you will be expected to attend sales meetings at either the local Alberta or BC office depending on your location. Your license and sponsorship must be up to date and in force.

In this role you will be specifically responsible for delivering for your client:

• ManageallClients(asassigned)BusinessReviewsonEmployeeBenefitclaimsandplanhealth
• DelivertheAnnualRenewalAnalysisandReportingtotheclient
• Manageescalatedissuesfromtheinternalclientservicessupportteamregardingyourclient’semployeeplanmembersasneeded
• Conductregularfollow-upandconnectioncallstoyourClientPlanAdministratorstoensuresatisfactionandserviceandtodeveloporexecuteonmeaningfulgrowthrequirements
• Collaboratewithsalesandimplementationteamstoassistinthesuccessfulonboardingofnewclientsthatwillbeaddedtoyourportfolio
• Participateinregular1/1callswithyourmanagerand/orteam
• Participateincollaborativemeetings/projectsatSterlingrequiringyourinput/expertise

To be successful in this role you are required to demonstrate expertise in the following:

• GroupBenefitsExperience–plandesign,analysis,claimsmanagement,clientmanagement,sales–weareideallylookingfor3–5yearsexperience
• Experienceasaproduceronthesalessideofclientmanagementaswellastheservicesideofclientmanagementisabonus
• InsuranceLicenseLLQP–withinforceE&Ocoveragefortheprovinceinwhichyouarepracticingin.Multipleotherprovincesarewelcome
• Experienceworkingwithenterpriseclients(500employeesizecompaniesandup)
• Yourarecollaborativebynatureandhaveastrongsenseofownershipoveryourclientdomain
• Youhavedemonstratedcommunicationsskillsthatincludespolishedpresentationskillsandcanusethelatesttechnologyapplications(MSSuite,Slack,Salesforce,AItools,other)
• Youhaveaveryprofessionaldemeanor