Account Manager, Client Services

2 weeks ago


Toronto, Canada Sterling Capital Ltd. Full time

**About Sterling Brokers**

**About the Role**

**This is a remote position.** In this role you are responsible for the following:
**Client Management** - Manage book of business within Sterling Brokers Small Business Portfolio

**Annual Renewals **- Reviewing, presenting, and selling annual renewals to clients within your book of business

**Proactive Outreach **- Developing and executing strategies that involve proactive outreach to our clients who are experiencing meaningful growth or downsizing along with sharing relevant industry trends to add value as their trusted advisor

**Product Enhancements - **Identifying and executing opportunities to improve Total Rewards offering for employers and plan members (i.e. Group Retirement Services, Individual insurance)

**Client Escalations **- Working closely with the service team to project managing problem solving when a client is experiencing an unusual issue related to their benefits. You will help connect the correct individuals within the organization to help resolve the clients’ issues

**Required Skills**:

- Secondary School Diploma, Post Secondary an asset
- Group Benefits experience in a small to medium size brokerage or carrier business
- Holds a **valid provincial Life Insurance License (LLQP)** in good standing with their provincial regulatory body
- 3+ years previous experience as an account manager or similar role where you managed a book of business and have presented QBRs and renewals
- Ability to clearly articulate and independently manage conversations with senior level stakeholders within SCB’s referral partner and/or client base
- Ability to take ownership of client relationships by identifying and removing blockers and managing cross functional stakeholders
- A positive and resilient attitude to get through the hard days and constantly drive to improve personally and professionally

**Why Work for Sterling?**
- Rapidly growing business with career progression opportunities
- Competitive salaries and benefits
- Small team of highly motivated contributors
- Remote working opportunities



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