Account Manager
2 weeks ago
The Account Manager will provide support to 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:
Be a strategic thinker and able to offer innovative solutions
Network and build relationships
Ability to cultivate strong collaborative relationships with external and internal colleagues
ability to cultivate a robust creditable relationship with clients
Liaise between the client and carrier to assist with handling of contentious claims and benefits related issues.
Assist in creating marketing proposals and participate in finalist presentations as required.
Support the transitioning of clients to new carriers.
Review and maintain all clients' contracts and booklets, amendment log, plan design overview and related documentation.
Ensure plan documentation adheres to collective bargaining agreements, as needed.
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.
Minimum 2 - 3 year's experience in a client-facing role. Group benefits experience considered an asset.
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.
Completion or the ability to complete GBA and/or Life License Qualification Program
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 and vehicle
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
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
A flexible and dynamic work environment
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.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to
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