Executive Account Manager - BC/Alberta

Sterling Brokers; Vancouver; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work

Job summary

Sterling Brokers is seeking licensed producers/advisors to join our team in Canada, with remote work and occasional meetings at Alberta or BC offices depending on location. You will manage client relationships, deliver renewal analyses, and collaborate with sales and implementation teams to onboard new clients to your portfolio.

The role requires Group Benefits expertise, strong communication, and ownership of your client domain.

Qualifications

• Group benefits plan design, analysis, claims management, client management.
• Experience as a producer on the sales side and services side is a bonus.
• LLQP license with E&O coverage for the province of practice.

Responsibilities

• Manage clients assigned and review employee benefit claims and plan health.
• Deliver the Annual Renewal Analysis and Reporting to the client.
• Handle escalated issues from internal client services for your client’s employee plan members.

Skills

Group Benefits Experience

Client management

Sales experience

Insurance license LLQP

Enterprise clients

Ownership

Communication skills

Tools

MS Suite

Slack

Salesforce

AI tools

Job description

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.

TheSterlingExecutiveAccountManager(EAM)isassignedtoabookofSterlingbusinessandisresponsiblefortheaccountsastheprimaryrelationshipcontact. InthisroleyouarerequiredtobeholdingaLife/Accident&Sicknessinsurancelicensefortheprovinceinwhichyoupractice.

Wearecurrentlyrecruitingforproducers/advisorswhoarelicensedandalsoresideintheprovinceofAlbertaorBritishColumbia. WhilewearearemoteworkforceyouwillbeexpectedtoattendsalesmeetingsateitherthelocalAlbertaorBCofficedependingonyourlocation.Yourlicenseandsponsorshipmustbeuptodateandinforce.

Inthisroleyouwillbespecificallyresponsiblefordeliveringforyourclient:

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

Tobesuccessfulinthisroleyouarerequiredtodemonstrateexpertiseinthefollowing:

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