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The Account Manager manages a book of business, ensuring client retention, resolving issues, and coordinating with team members while providing excellent customer service.

Ensure broker standards through audits, EPIC data analysis, report generation, SOP creation and enforcement, internal audits, training recommendations, SharePoint management, ticketing support, and cross-team collaboration to improve operational quality.

Provide administrative and client-facing support for an SME commercial lines portfolio: handle coverage inquiries, prepare policy documents and certificates, process endorsements and invoicing, assist renewals and AR collection, generate reports, and support account managers while ensuring accuracy and strong customer service.

Provide clerical and administrative support for operations and client services: manage front desk and mail, scan and distribute documents, assist with billing, event planning, policy book assembly, multi-line phone handling, and other office projects. Support Account Managers/Executives and maintain office/common areas.

The role involves expertise in Canadian leave and benefits administration, managing employee cases, ensuring legislative compliance, and improving processes, while providing support to HR and management.

The Account Manager III manages an assigned group of accounts, ensuring client satisfaction, retention, and effective service delivery, while mentoring junior staff and collaborating with producers.

Provide administrative and client support for SME commercial insurance accounts: prepare documents and certificates, process endorsements and invoicing, assist with AR collections, support renewals with clients and carriers, and collaborate with SME account managers to retain and grow accounts.

Prepare actuarial projections and valuations for individual pension plans (RRI); produce registration, amendment and termination documents; calculate equivalence factors and annual regulatory filings; maintain client database and respond to client inquiries. Hybrid role (minimum three days onsite).

Analyze medical and pharmacy claims to identify cost and utilization trends, prepare client reports, support annual health care planning and renewals, collaborate with Benefit Consultants, and develop domain expertise in employee benefits and health insurance.

Support insurance compliance functions by monitoring advisor suitability, conducting audits, preparing trending and monitoring reports, escalating compliance concerns, collaborating with insurers on audits, and assisting with related projects and data analysis.