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About the Role
GreenShield is seeking a motivated and detail-oriented professional to join the Account Management Team on a contract basis. This role focuses on cultivating strong, long-term relationships with Advisors and clients, managing, servicing, and retaining a portfolio of group benefits accounts, and ensuring exceptional service delivery and client satisfaction.
Responsibilities
- Serve as the primary point of contact for Advisors and clients, fostering strong and collaborative relationships.
- Achieve financial objectives related to the growth, retention, and profitability of an assigned block of business.
- Deliver exceptional customer service through clear, professional verbal and written communication.
- Ensure timely and accurate delivery of solutions aligned with client needs, objectives, and plan requirements.
- Maintain high levels of client satisfaction through proactive day-to-day service and issue resolution.
- Monitor and analyze client utilization trends to identify opportunities and risks.
- Act as a liaison between clients and internal teams to support seamless service delivery.
- Schedule and lead meetings with Advisors and clients to review renewals, discuss plan performance, and recommend plan design changes.
- Travel to client locations as required to support relationship management and business development.
- Provide ongoing support and guidance to Plan Administrators and Advisors.
- Promote GreenShield’s group products, services, and capabilities to enhance client understanding and engagement.
- Manage overall group performance by reviewing and analyzing monthly financial reports.
- Prepare and implement plan design revisions, ensuring accuracy and compliance.
- Clarify administrative procedures, contractual terms, and product-specific features for clients and Advisors.
- Participate in required training, professional development, and continuing education activities.
- Adhere to all carrier compliance requirements and industry regulations.
- Understand and comply with applicable government policies related to program eligibility and administration.
- Maintain and expand job knowledge through ongoing learning and industry engagement.
Requirements
- 3–5 years of related experience in account management, group benefits, or insurance.
- Knowledge of group benefits eligibility requirements is considered an asset.
- Strong negotiation, analytical, and influencing skills.
- Self-starter with a results-oriented mindset and strong organizational abilities.
- Commitment to ongoing professional development and industry involvement.
- Excellent verbal and written communication skills, with the ability to interpret client needs and communicate technical information clearly.
- Proficiency in English is required.
Skills
- Negotiation
- Analytical skills
- Influencing skills
- Organizational abilities
- Verbal communication
- Written communication
Location
- Hybrid
Work Type
- Contract
- Hybrid
Experience Level
- 3-5 years
Education Level
- LLQP license preferred
- GBA designation or active progress toward completion preferred
Salary/Compensations
- CAD $74,269.00 - 92,837.00
Benefits
- Health and dental coverage
- Retirement savings
- Paid time off
- Well-being support (up to $10,000 per year for mental health)
About the Company
- GreenShield is a proudly Canadian, national non-profit health care and insurance organization.
- Mission: Better Health for All.
- Offers insurance, administers benefits, and pays claims.
- Offers health care services including mental health, pharmacy, telemedicine, and chronic disease management.
- Reinvests excess earnings to support underserved communities.
- Impacted over one million Canadians between 2020 and 2025 through GreenShield Cares.
- Committed to measurably impacting an additional three million Canadians by 2030.
- Culture: Purpose meets passion and performance.
- Teams work as one to deliver meaningful, measurable impact.
- Believes a career should be meaningful.
- Culture where everyone's voice is heard and valued.
- Challenges the status quo.
- Empowers employees to be the best version of themselves.
- Values inclusivity of diverse backgrounds, perspectives, and experiences.
- Believes people are critical to overall success.
- A career at GreenShield is about making a difference together.
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.