Account Manager

Posted 15 Days Ago
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Toronto, ON, CAN
In-Office
75K-85K Annually
Mid level
HR Tech • Insurance • Professional Services • Financial Services
The Role
Manages and retains an assigned group benefits client portfolio, providing relationship management, service support, renewals, upselling, implementation coordination, client meetings, plan education, reporting, and benefits issue resolution. The role collaborates with consultants, brokers, carriers, underwriters, and internal service teams to meet service commitments, support client transitions, and deliver compliant plan documentation and communications.
Summary Generated by Built In
The Account Manager will provide support to the 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

    • 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.

  • Work closely with the implementation specialist, sales consultants/broker, underwriter, client service specialist regarding the set-up of new groups.

  • Support the transitioning of clients to new carriers (AOR – Direct to Carrier Groups)

  • Conduct in person client service meetings with all new and existing groups

  • Conduct Plan Member education sessions when requested

  • Ensure necessary tools, benchmarking and renewal reports are prepared and delivered to clients

  • Ensure plan documentation adheres to collective bargaining agreements, as needed.

  • 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 People Corporation, you will need:
  • Minimum 3 - 5 year’s experience in a client-facing role.

  • Ability to act as a Brand Ambassador or key liaison for cross-functional services associated with People Corporation

  • Strong 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

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.
We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected, and supported. 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 [email protected].
 

The base salary for this position is between $75,000 - $85,000 annually.

This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

Skills Required

  • 3–5 years of experience in a client-facing role
  • Strong understanding of the group benefits industry, including funding arrangements
  • Completion of, or ability to complete, the Group Benefits Associate designation and/or Life License Qualification Program
  • Excellent organizational skills and ability to multitask and prioritize in a fast-paced environment
  • Strong communication, relationship-building, and active listening skills
  • Problem-solving skills and a solutions- and results-oriented approach
  • Ability to meet deadlines and provide deliverables promptly
  • Proficiency and comfort working with multichannel technology
  • Valid driver's license and vehicle
  • Ability to collaborate effectively with internal and external stakeholders
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The Company
904 Employees
Year Founded: 2007

What We Do

People Corporation is a national provider of integrated, people-oriented HR solutions in Canada. Their mission is to reimagine traditional benefits by providing expert support in group benefits, health and wellness, disability management, wealth solutions, and human resources. They help both organizations and individuals make informed choices about their wellbeing, allowing them to reach their full potential and strengthen the communities they serve.

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