Senior Account Manager - ELHT

OTIP (Ontario Teachers Insurance Plan); Waterloo; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading company in the insurance sector is seeking a Senior Account Manager to oversee group insurance clients. The role involves managing client relationships, ensuring satisfaction, and collaborating with internal teams. Ideal candidates will have extensive experience in group insurance and strong communication skills. The position offers flexible work options and a supportive environment focused on employee growth.

Benefits

Rewarding salary and bonuses

100% premium coverage for group benefits

Defined benefit pension plan

100% coverage for continuing education

Access to LinkedIn Learning

Flexible work-from-home options

Opportunities for advancement

Qualifications

• Minimum of 7 years of experience in group insurance products.
• Proven ability to manage complex client relationships.

Responsibilities

• Develops and executes annual account management plans.
• Collaborates with internal teams to support clients.

Skills

Communication

Negotiation

Presentation

Education

GBA

CEBS

Tools

Microsoft Office Suite

Job description

With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us.

At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization : they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits support and service.

Job Description

What You’ll Do :

Reporting to the Senior Vice President, Client and Stakeholder Relations , you’ll be the primary relationship owner and first point of contact for an assigned portfolio of Group Insurance clients, including ELHTs, education affiliates and unions, and other group clients. This includes responsibility for overall client satisfaction and retention.

The Senior Account Manager is also the primary source of expertise for our stakeholders and clients with respect to our Self-Insured LTD product portfolio. The incumbent collaborates with internal service and operational teams to ensure the delivery of superior customer service and meaningful engagement with local affiliate leaders and plan sponsors.

The core parts of your role will be to :

Supporting Stakeholders and Plan Sponsors – 75%

• Develops and executes annual account management plans for Trust / Affiliate level clients.
• Develops and maintains positive working relationships with all clients and client stakeholders. This includes identifying service requirements of each client, making periodic visits, providing claims information and resolving issues as required.
• Resolves product or service problems and client complaints. This includes ensuring a deep enough understanding of the client / member experience to be able to determine the cause of any service problem or complaint and drive solutions to completion.
• Represents OTIP at client, industry and stakeholder meetings and events. This includes affiliate annual general meetings, Employee Life and Health Trusts (ELHT) Trustee meetings, quarterly affiliate Long Term Disability (LTD) governance meetings, and International Foundation of Employee Benefit Plan (IFEBP) conferences.
• Ensures a positive image of OTIP is projected and maintained in all external interactions. This includes explaining capabilities and performance, establishing and maintaining positive communications with clients, developing and conducting public relations activities, and marketing the organization and its products and services to affiliates, branch affiliates, and related agencies.
• Collaborates extensively with internal OTIP teams including Underwriting, Consulting, Self-Insured Services, School Board Relations and Benefits Services to support clients and resolve issues.
• Participates in client and organizational projects as assigned.

Business Development – 10%

• Present finalist presentations and implementation working group meetings for new business accounts.
• Provide recommendations and solutions for assigned client portfolio. This includes analysing the renewal, overseeing preparation of documentation for presentation to clients and advisors with clients and advisors and ensuring the final renewal notification process is executed.
• Collaborates with OTIP leadership, local and board representatives and the Principal Consultant – Self-Insured Services in identifying and coordinating responses to opportunities for expansion of the OTIP Self-Insured LTD Plan.
• Collaborates with OTIP’s Marketing and Business Development team to share intelligence and identify opportunities for cross-service.

Advance Organizational Understanding of Local Issues – 10%

• Identify and report emerging local or provincial issues and trends including bargaining that will impact current and future benefits and / or service requirements.
• Identify and report on local political issues including turnover, potential moves from local to provincial leadership and issues that may negatively impact the OTIP brand.
• Make recommendations as required for enhanced attention for specific leaders or locals to ensure positive perception of the OTIP brand.

Other – 5%

• Provide coverage for other Senior Account Managers (ELHT / LTD) as required.
• Working closely with assigned Senior Client Relations Consultant.

Performs other duties as assigned.

Qualifications

Let’s Talk About You :

• An in-depth knowledge of group insurance products as demonstrated by a minimum of 7 years of experience in the industry.
• Expertise in group benefits plan design, including long term disability plans, underwriting and financial management, legislation and taxation.
• Proven ability to manage complex client relationships, particularly with large accounts (5,000+ lives).
• Previous experience in an account management / account executive role is considered an asset.
• Previous experience working with union representatives at local, provincial and national levels.
• Experience with benefits trusts or multiple-employer group benefits programs is an asset.
• The demonstrated ability to provide outstanding service in an accurate and efficient manner.
• Highly developed communication, presentation and negotiation skills.
• Ability to prioritize multiple accountabilities, balancing client deliverables on multiple projects and internal obligations.
• Proven ability to determine business priorities, meet goals, manage high volumes of work and work collaboratively across multiple teams.
• Intermediate knowledge of Microsoft Office Suite applications.
• GBA or CEBS accreditation are considered assets.
• The ability to communicate in French is considered an asset.

Working Conditions :

• A general office environment or distributed workplace (remote / work from home).
• Extensive travel is required; a valid driver’s license and automobile are required.

We also consider your potential. If you know you have what it takes to do the job, but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.

Additional Information

Some of the Perks We Offer :

• Rewarding salary and bonuses that truly value your dedication.
• Industry-leading group benefits with 100% premium coverage (excluding LTD) that start on your first day.
• Defined benefit pension plan for a financially confident retirement.
• 100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario).
• Access to a wealth of learning resources, including LinkedIn Learning for professional development.
• Flexible work-from-home and hybrid options.
• Unlock your potential with opportunities for advancement.

Let’s work together! If you are interested in this opportunity, please apply online.

OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities.

As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique.

We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.

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