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About the Role

The Account Manager, Team Lead will play a hybrid role that combines hands-on account management with team leadership. Approximately 50% of the role will be dedicated to managing an assigned book of business, including client relationships, renewals, advisor engagement, service delivery, retention, profitability, and integrated sales growth. The remaining 50% will focus on leadership and training activities, including supporting Account Managers, providing guidance and escalation support, contributing to team initiatives, and helping execute the overall segment strategy.

Responsibilities

Manage an assigned book of business, including scheduling and leading client meetings, negotiating renewals, presenting annual benefit plan reviews, promoting GreenShield products and services, and implementing plan amendments.
Build and manage strong relationships with aligned advisors.
Drive overall profitability, retention, and integrated sales targets for the assigned block of business.
Manage at-risk client relationships in alignment with the established governance framework.
Participate in client and prospect presentations, including finalist meetings.
Partner closely with Business Development and Service teams to ensure client deliverables are achieved.
Support the implementation and monitoring of key initiatives for the Account Management team.
Lead onboarding and training for new Account Managers and provide ongoing training on new processes and products for existing team members.
Serve as the first point of contact for technical questions and support.
Act as the first point of escalation for client issues and concerns raised by Account Managers.
Provide renewal support and guidance to the Account Management team.
Work closely with the Director team to execute the overall segment strategy.
Assist with the development and maintenance of process documentation.
Support ad hoc projects as required.

Requirements

Experience in client-facing roles.
Knowledge of and experience with health and dental underwriting.
Strong sales, marketing, and customer service knowledge.
Demonstrated leadership and team-building abilities.
Collaborative team player with strong problem-solving skills.
Strong attention to detail and creative thinking.
Confident, agile presenter who builds relationships easily.
Valid driver’s license and ability to travel.
Ability to complete the LLQP designation within a reasonable timeframe.
Proficiency in English is required for this position.
Ability to communicate effectively with colleagues or customers who use English as their primary language.

Skills

Excellent presentation and communication skills.

Location

Central Region

Work Type

Hybrid

Experience Level

Team Lead

Education Level

Post-secondary degree or diploma in Business, Commerce, or a related discipline.

Salary/Compensations

CAD $82,017.00 - 102,522.00

About the Company

When it comes to health, we’re always looking for ways to push for better.
In 1957, our founder, pharmacist William Wilkinson, witnessed a mother sacrifice her health by forgoing her own medicine to pay for her sick daughter’s prescription. He knew there had to be a better way. So, he introduced North America’s first prepaid drug plan, and GreenShield was born as a non-profit with a mission to support better health for all Canadians.
We aren’t just a health and benefits company. We’re the only non-profit social enterprise that brings worlds of coverage and care together, all in one place.
We’re noble challengers, purposefully building a better way and we need the best people to help us create a more holistic approach that takes care of the mind and body.
Our mission is to create better health for all Canadians, and we know that starts with our employees.
We believe a career should be meaningful. Not just a means to earn a living.
Our culture is one where everyone's voice is heard and valued.
We dare to challenge the status quo. And we’re driven by people who have challenged theirs.
We believe that your workplace should empower you to be the best version of yourself.
That’s why we provide a place where you can be inspired, challenged, and rewarded.
Where your growth means our growth.
Where your voice is heard and valued.
Where your work has purpose. And purpose matters.
We believe our people are critical to our overall success.
Inclusivity makes us a stronger, smarter and more informed organization.
Being intentionally inclusive of diverse backgrounds, perspectives and experiences will enhance our company culture to positively impact how we support our communities.
A career at GreenShield isn’t just about personal achievements, it's about making a difference together.
Here’s to Better Health for All!

Equal Opportunity

GS supports diversity, equity and inclusion in our teams and communities, and we value the unique contributions made by all.
Even if your experience doesn’t align perfectly to every requirement, we invite you to apply.
We encourage applications from all candidates and will accommodate needs under human rights legislation throughout all stages of the recruitment and selection process.
Please let us know of any accommodation through requestforaccommodation@greenshield.ca.
Information received relating to accommodation will be addressed confidentially.