Account Manager

1 week ago

Halifax, Canada Pragmatic Pension and Benefit Solutions Inc Full time

We are seeking an Account Manager to join our team in Halifax.

The Account Manager will provide support to the sales consultants and the client servicing team to ensure client focused account support and relationship management is provided to external clients and internal consultants. The Account Manager is responsible for the set-up of new groups, providing professional customer service and support to clients, benefit consultants, brokers, and customer service representatives for an assigned block of business. The employee is expected to also focus on client retention and up-selling to the block of business assigned to the employee. Client retention is a very important part of the employee's duties.
**The Account Manager will**:

- Manage and retain an assigned business block
- Be a strategic thinker and able to offer innovative solutions
- Network and build relationships
- Cultivate strong collaborative relationships with external and internal colleagues
- Build a robust credible relationship with clients
- Conduct Plan Member education sessions when requested
- Ensure necessary tools, benchmarking and renewal reports are prepared and delivered to clients
- 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

**To be successful as an Account Manager with Southport Benefit Solutions, you will need**:

- Minimum 2 - 3 years’ experience in group benefits in a client-facing role (required)
- Ability to act as a Brand Ambassador or key liaison for cross-functional services associated with People Corporation
- Understanding of the group benefits industry, including funding arrangements
- 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
- 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
- Completed or willing to complete GBA and/or Life License Qualification Program

**What’s in it for you**:

- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation

Southport Benefit Solutions is a trusted independent Canadian firm specializing in group benefits and retirement consulting. As part of the People Corporation family, we provide tailored benefits, retirement, and wealth solutions to clients across various industries.

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