Executive Account Manager - BC/Alberta

Sterling Capital Ltd.; Vancouver; On-site; CAD 80,000 - 110,000; Full time

Job summary

Sterling Brokers is seeking a skilled Executive Account Manager to manage a book of Sterling business and serve as the primary relationship contact. You must hold a Life/Accident & Sickness license and reside in Alberta or British Columbia, with remote work and occasional in-person meetings at regional offices.

You will deliver renewal analyses, manage escalated issues, and collaborate with sales and implementation teams to onboard new clients, while maintaining a professional demeanor and

Qualifications

• Licensed Life/Accident & Sickness license for the province in which you practice.
• Licensed producers/advisors in Alberta or British Columbia are preferred.
• Resident of Alberta or British Columbia; willing to attend sales meetings at local offices when required.
• Strong client management and relationship-building capabilities.
• Excellent communication skills and proficiency with modern technology platforms.

Responsibilities

• Manage all clients as assigned and review employee benefit claims and plan health.
• Deliver the Annual Renewal Analysis and Reporting to the client.
• Manage escalated issues from internal client services regarding your client's employee plan members as needed.
• Conduct regular follow-up calls with client plan administrators to ensure satisfaction and growth.
• Collaborate with sales and implementation teams to assist in onboarding new clients added to your portfolio.
• Participate in regular 1-on-1 calls with your manager and team.
• Participate in collaborative meetings/projects at Sterling requiring your input/expertise.

Skills

Group Benefits Experience

Sales experience

Enterprise clients

Collaborative mindset

Professional communication

Ownership of client domain

Education

Life/Accident & Sickness license (LLQP)

Insurance license (in practicing province)

Tools

MSSuite

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