Account Manager

Job Description

We are seeking an Account Manager to join our team in the Waterloo Region.

The Account Manager will provide support to the sales 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 colleaguesability to cultivate a robust creditable relationship with clients
• 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

To be successful as an Account Manager with People Corporation, you will need :

• Minimum 2 - 3 years' experience in group benefits in a client-facing role (required)
• Ability to act as a brand ambassador or key liaison for cross-functional services associated with People Corporation
• An understanding of the group benefits industry, including funding arrangements
• Completion or the ability to complete GBA and / or Life License Qualification Program (preferred)
• 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.

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.