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Client Account Manager, Group Benefits

2 weeks ago

Cambridge, Canada People Corporation Full time

We are seeking a **Client Account Manager** to join our team in Cambridge or the Tri-Cities area. *This position is a hybrid between work from home and purposeful in office work.*

The Client Account Manager is responsible for managing a specified group of clients, independently, as well as in alignment with the overseeing Account Executive where applicable. _There are no sales targets associated with this position._

**The Client Account Manager will**:

- Provide regular updates of plan performance (quarterly updates)
- Conduct the analysis
- Prepare the deliverables
- Help client interpret the results
- Prepare and deliver annual renewals
- Conduct the analysis
- Negotiate the best price
- Prepare the deliverable
- Help client interpret results
- Be the first point of contact for ongoing client needs
- Work collaboratively with associates where applicable
- 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
- Communicate regularly and work collaboratively with all other members of the IS team for necessary support in meeting client demands
- Ensure that plan design strategies are appropriate based on the plan sponsor’s needs and goals via regular reviews of the utilization among the various benefit levels
- Ensure that the funding arrangement/pricing model is appropriate via regular reviews of the performance of the financial component of the program,
- Ensure the insurance provider is administering and underwriting the program appropriately and that service standards are met.
- Support plan sponsors in their ongoing administrative needs
- Where necessary, provide support to insurance carrier contacts in working with clients to collect deficits, outstanding premiums or claim funding adjustments that are overdue
- Facilitate, follow-up, resolve and communicate any escalated service issues
- Look for opportunities to implement new products
- Project leader for implementations on plan design changes, amendments and pricing - including flex launches and re-enrolments. Act as liaison, working with underwriting/carrier contacts (and associate brokers as necessary)
- General expectation to provide internal support, leadership, coaching and guidance to all other IS Team Members, through your interactions and handling of client relationships and situations
- Take part in transitioning new business acquisitions to the ongoing management service model
- Work with Client Manager to ensure that the proper internal resources are assigned and available to assist in the execution of tasks within the required timeframes,
- Build and manage effective relationships with internal staff and external business partners
- Establish and maintain excellent working relationship with insurance carrier staff
- Maintain a high degree of technical and industry expertise; by participating in industry conferences, seminars, etc.

**T**o be successful **as an Client Account Manager** with People Corporation, you will need**:

- Solid industry knowledge: good balance of underwriting, carrier rules, usual client needs, customer service, various funding arrangements, usual plan design options available in the marketplace + ability to use all of these skills to effectively manage each client’s benefits program and be able to identify plausible solutions to specific needs
- Ability to identify problems before the occur / identify risks and bring solutions to offset them
- Able to speak to groups during employee info sessions
- LLQP is an asset but not required
- Solid people skills
- Able to multi-task
- Excellent communication skills
- Strong-willed / ambitious

**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

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

**_#LI-Hybrid_