Managing Account Executive

3 weeks ago


Saskatoon, Canada Saskatchewan Blue Cross Full time

Saskatchewan Blue Cross®, one of Saskatchewan’s Top Employers, is currently recruiting for a full-time permanent_ Managing Account Executive_ to join our team in the Group Benefits department. This position offers the flexibility to be in-office or participate in hybrid options in our Saskatoon or Regina office.

**JOB FUNCTION**

**WHY CHOOSE SASKATCHEWAN BLUE CROSS?**

We’re driven by a mission to empower communities on their journey to whole health and wellness, and have a lot of exciting things ahead of us. We’re improving our members’ experiences through investment in our people, technology, services and products. When you join our team, you’re joining an organization where employees are valued, recognized for their contributions and empowered to make us stronger. The wellbeing of our employees, our members, our partners and our communities is at the heart of our operations.

Our industry is evolving fast, and so are we We’re looking for people who:

- Share our values
- Believe that creating great experiences is totally within their control
- Collaborate and always set others up for success
- Build positive relationships and an understanding of what people’s needs are
- See solutions and possibilities (not problems)
- Are simply outstanding at what they do

**DUTIES & RESPONSIBILITIES**
- Act as the primary contact for a portfolio of existing group clients, building and maintaining strong, long-term relationships
- Regularly review active accounts to identify additional value-added services for new lines of business that will address the needs of the clients
- Ensure the retention of group clients by providing proactive support, addressing inquiries, and resolving issues efficiently. Develop strategies to minimize lapses and encourage plan renewals
- Advise clients on plan design options, including modifications that can better suit their workforce's needs while ensuring the financial health of the plans
- Lead the renewal process for group clients and negotiate rates
- Analyze reports, statistics, market and financial information relating to plan renewals, proposals and new opportunities to support the attainment of personal targets and departmental goals and priorities
- Provide ongoing analysis of the financial performance of clients' health benefits plans, identifying opportunities for improvement and making strategic recommendations
- Ensure timely and meticulous maintenance of account files, consistently documenting client discussions/meetings within the Saskatchewan Blue Cross CRM and ancillary systems and processes to ensure effective and accurate data exchange on all prospective and existing clients’ relationships
- Educate clients on new products, services, and potential add-on coverages to enhance their employee benefits offerings and overall satisfaction
- Comply with company corporate governance practices with regard to all organizational processes and controls, privacy, contracts and all financial transactions
- Establish healthy and enduring relationships with existing Group Clients, Advisors, MGAs, TPAs, and internal Saskatchewan Blue Cross teams to develop solutions to meet client needs
- Coordinate and present proposals, finalist presentations and annual customized renewal benefit presentations that clearly define a strong value proposition - including negotiating appropriate plan design and pricing, and maintaining agreements with clients
- Identify opportunities for upselling or cross-selling additional services and products, such as wellness programs or extended health coverage, to meet clients’ evolving needs
- Act as a brand champion, regularly engaging in opportunities to promote Saskatchewan Blue Cross Group products and services - including active participation at community and client events, trade shows, conventions, public functions and special corporate functions
- Work in concert with the Group Benefits Team to provide superior service and to identify and assess opportunities to enhance experiences - including ensuring timely follow up and resolution of client issues and initiatives
- Provide assistance to Group Benefits team for escalated or complex product inquiries and service needs to ensure client and advisor/consultant satisfaction
- Develop and remain current with product and industry knowledge and insights and share this rich knowledge with colleagues, supporting the growth and development of the Group Benefits team
- Liaise with the Group Benefits and Group Underwriting Departments to provide them with accurate information to determine appropriate rating and plan design that will ensure a positive client relationship; maintain positive and effective relationships with all internal Saskatchewan Blue Cross stakeholders to ensure organizational goals and priorities are met
- Other related projects and duties as assigned

**QUALIFICATIONS & SKILLS**
- Post-Secondary Diploma in Business, Sales & Marketing, or a related field
- A minimum 5 years’


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