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About the Role
The Account Manager will provide client-focused account support and relationship management to external clients and internal consultants. This role is responsible for setting up new groups, offering professional customer service, and managing client retention and up-selling for an assigned block of business.
Responsibilities
- Manage and retain an assigned business block
- Act as a strategic thinker and offer innovative solutions
- Network and build relationships
- Cultivate strong collaborative relationships with external and internal colleagues
- Cultivate a robust creditable relationship with clients
- Liaise between the client and carrier to assist with handling of contentious claims and benefits related issues
- Work closely with the implementation specialist, sales consultants/broker, underwriter, client service specialist regarding the set-up of new groups
- Support the transitioning of clients to new carriers (AOR – Direct to Carrier Groups)
- Conduct in person client service meetings with all new and existing groups
- Conduct Plan Member education sessions when requested
- Ensure necessary tools, benchmarking and renewal reports are prepared and delivered to clients
- Ensure plan documentation adheres to collective bargaining agreements, as needed
- Develop communications required for plan sponsors and their employees where necessary
- Participate in industry conferences, seminars, etc. to promote services and keep abreast of industry trends and activities
- Maintain deep knowledge of administration, including in house and carrier best practices, and liaise with implementation stakeholders as needed
- Define service standards with clients and manage account lifecycle according to set service agreement/commitment
- Ensure service standards are met and all deliverables are complete and client-focused
Requirements
- Minimum 3 - 5 year’s experience in a client-facing role
- Ability to act as a Brand Ambassador or key liaison for cross-functional services associated with People Corporation
- Strong understanding of the group benefits industry, including funding arrangements
- Completion or the ability to complete GBA and/or Life License Qualification Program
- Excellent organizational skills and the ability to multi-task and prioritize in a fast-paced environment
- A positive attitude and strong team player who works well with internal and external stakeholders
- A solutions and results-oriented individual who demonstrates excellent problem-solving skills
- The ability to meet deadlines and provide deliverables as identified promptly
- Proficiency and comfort working with multi-channel technology
- A valid driver’s license and vehicle
- Time management- prioritizing tasks and responsibilities to ensure optimal productivity
- Strong communication skills - must be able to articulate ideas, provide instructions and actively listen to team members and colleagues
Skills
- Strategic thinking
- Innovative solutions
- Relationship building
- Collaboration
- Client relationship management
- Problem-solving
- Organizational skills
- Multi-tasking
- Prioritization
- Communication skills
- Time management
- Technology proficiency
Location
- Remote
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- GBA or Life License Qualification Program completion
Salary/Compensations
- $75,000 - $85,000
Benefits
- Extended health care and dental benefits
- Retirement savings plan with company contributions
- Health & Wellness offerings
- Mental Health programs and support
- Assistance for the completion of industry designations
About the Company
- People Corporation is a national provider of benefits, retirement, wealth, wellness, and human resource solutions.
- Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians.
- We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders.
Equal Opportunity
- We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected, and supported.
- We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
- If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.