Permanent Full-Time Account Manager I

Found in: Jooble CA O C2 - 3 weeks ago


Calgary AB, Canada EightSix Network Inc Full time

Part Time / Full Time
You will be responsible for fostering positive relationships with clients during the implementation and ongoing delivery of the benefits program. This includes ensuring that client needs are identified, understood, and resolved within MSH International guidelines. Collaborate with Sales and Underwriting teams regarding current and potential accounts:
Provide ongoing evaluation, information, and support during the development of the proposal as it relates to the client Service Function;
Provide input on products and contract knowledge as it pertains to the program offered;
Act as a business partner with assigned brokers and clients including interaction and negotiation as appropriate to continuously manage a book of business;
Assess risk while making appropriate decisions within own underwriting authority, and make appropriate recommendations to Management.
Implementation of new accounts:
Establish client and/or broker relationships to finalize administrative practices;
Provide implementation guidelines to Third Party Administration, Billing, Accounting, and Underwriting and Medical Underwriting departments and ensure tasks are completed via the implementation checklist;
Coordinate and finalize the production and approval of policy documents with Policy Issue Team and Underwriting;
Management of Account Portfolio:
Responsible for all aspects of managing assigned accounts, financial reviews such as the annual renewal including detailed review of renewal action;
Provide daily customer service and troubleshooting as required, contract interpretation, confirmation of procedures, claims, and billing information;
Resolve non-routine, sensitive claims and financial issues as they arise where guidelines are sometimes not available or where a decision must be made in consultation with management;
Generate and implement solutions to client concerns;
Provide training to new client administrators;
Cooperate with all departments to ensure service standards as determined by the manager are met;
Assist sales with the remarketing of current or amended programs as required by existing clients;
Provide backup to accounts assigned to other Account Managers.
Annual Renewal of Policies:
Assist in the identification, development, and implementation of efficiencies and quality assurance within the product and service delivery:
Attend regular Account Management meetings and/or training sessions to voice current issues and progress;
Conduct ongoing reviews regarding content and usability of client documentation;
Provide feedback to Management as required;
Provide input to the Information Technology Team regarding system enhancements and /or changes required to support ongoing account administration, as well as to address requirements as initiated by clients;
Create and provide opportunities for clients to provide feedback regarding product delivery and customer service.
College/University degree in Marketing, Sales, or a related field, or equivalent experience.
~ Relevant licenses or willingness to obtain them within 6 months.
~3-5 years of relevant experience, with a solid understanding of group benefits.
~ Exceptional communication in both English & French/Spanish and client service skills.
~ Wellness account
A work environment that embraces diversity and promotes inclusivity.
The hours of work are 9-5, Monday through Friday, with additional hours as per the needs of the business

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