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Account Manager

2 weeks ago

Calgary AB TH C, Canada Quinn Advisory Group Full time $90,000 - $120,000 per year

YOUR ROLE

As an Account Manager, you will play a pivotal role in overseeing and enhancing our client relationships, with a primary focus on maintaining high levels of client satisfaction and fostering business growth. Reporting directly to the President, you will be responsible for preserving and expanding our existing client base through robust relationship-building efforts with both clients and insurance providers. Please note this position is hybrid working 3-4 days a week in office.

YOUR IMPACT

You will drive lasting client satisfaction through strategic account management and precise benefit plan execution. Your expertise in strategic planning, precise renewals, and data-driven insights contributed significantly to organizational growth. You will remain at the forefront of industry trends and regulatory changes through continuous professional development, ensuring impactful client relationships and organizational success.

WHAT TO EXPECT

Client Relationship Management:

  • Serve as the primary point of contact for assigned clients, ensuring prompt and effective communication.
  • Build and nurture strong, enduring client relationships through strategic account management and regular engagement.
  • Effectively manage and maintain client business information in accordance with best practices, utilizing core business applications.
  • Respond to client queries promptly and follow up on all calls and emails.
  • Update and maintain comprehensive account history and activity reports.
  • Coordinate all client/insurer follow-up activities.

Benefits Consultation:

  • Conduct thorough needs assessments to understand clients' business objectives and employee benefit requirements.
  • Provide expert advice on benefit plan design, compliance, and industry best practices.
  • Plan Implementation and Renewals:
  • Coordinate the implementation of new benefit plans and manage the annual renewal process.
  • Process insurance applications, endorsements, binders, quotes, ratings, etc.
  • Maintain a renewal list and track expiry dates for proactive planning and follow-up.
  • Collaborate with internal teams and insurers to ensure smooth plan transitions and accurate, timely renewals.
  • Review documentation for routine policy changes, additions, deletions, renewals, or cancellations.

Issue Resolution:

  • Proactively identify and address client concerns or issues.
  • Work closely with internal teams to resolve challenges and ensure a high level of client satisfaction.

Strategic Planning:

  • Collaborate with clients to develop and execute strategic benefit plans aligned with organizational goals.
  • Stay informed about industry trends, regulatory changes, and emerging technologies to provide proactive recommendations.

Data Analysis and Reporting:

  • Analyze client data to identify trends, measure plan effectiveness, and make data-driven recommendations.
  • Prepare and present regular high-quality reports, presentations, and proposals to clients on the performance of their benefit programs.

Other:

  • Attend professional development courses, industry conferences, and obtain certifications to stay updated on new technologies, legislation, and work practices.
  • Prepare client-facing documentation, including certificates of insurance as required.
  • Perform other duties as assigned.

THIS IS YOU

  • Preference for Bachelor's degree in business, human resources, or a related field.
  • You have a minimum of 5-7 years' experience working in the group benefits or insurance field, with at least 3 years in an Account Manager role.
  • You have demonstrated experience in managing client relationships.
  • You have experience with CRM system management.

THIS IS NICE

  • You are certified with your GBA or CEBS Designation or are working towards completion.
  • You have your LLQP (Life Licensed Qualified Program) Certification.

WHAT YOU'LL GET

We offer more than just a job – enjoy competitive compensation that reflects your skills and dedication. Dive into a work environment that values your well-being with comprehensive benefits. Embrace a culture of growth, where your professional development is a priority. At our company, we believe in recognizing and rewarding your contributions.