THE ROLE IN A NUTSHELLBase Salary: CAD $74,269.00 - 92,837.00
AccountManager - Small Business
Location: Toronto and Vancouver - 2 positions
GreenShield isseeking a highly motivated, detail-oriented professional to join our AccountManagement Team as a full-time Account Manager supporting our Small Businesssegment. Reporting to the Director of Account Management, this role isresponsible for cultivating strong, long-term relationships with Advisors andclients while effectively managing, servicing, and retaining an assignedportfolio of group benefits accounts. The AccountManager serves as a trusted partner and advocate for GreenShield, ensuringexceptional service delivery and high levels of client satisfaction acrosstheir portfolio.
KeyResponsibilities- Serve as the primary point of contact for Advisors and clients, fostering strong and collaborative relationships.
- Achieve financial objectives related to the growth, retention, and profitability of an assigned block of business.
- Deliver exceptional customer service through clear, professional verbal and written communication.
- Ensure timely and accurate delivery of solutions aligned with client needs, objectives, and plan requirements.
- Maintain high levels of client satisfaction through proactive day-to-day service and issue resolution.
- Monitor and analyze client utilization trends to identify opportunities and risks.
- Act as a liaison between clients and internal teams to support seamless service delivery.
- Schedule and lead meetings with Advisors and clients to review renewals, discuss plan performance, and recommend plan design changes.
- Travel to client locations as required to support relationship management and business development.
- Provide ongoing support and guidance to Plan Administrators and Advisors.
- Promote GreenShield's group products, services, and capabilities to enhance client understanding and engagement.
- Manage overall group performance by reviewing and analyzing monthly financial reports.
- Prepare and implement plan design revisions, ensuring accuracy and compliance.
- Clarify administrative procedures, contractual terms, and product-specific features for clients and Advisors.
- Participate in required training, professional development, and continuing education activities.
- Adhere to all carrier compliance requirements and industry regulations.
- Understand and comply with applicable government policies related to program eligibility and administration.
- Maintain and expand job knowledge through ongoing learning and industry engagement.
WHO WE'RE LOOKING FORRequired Competencies & Qualifications- 3-5 years of related experience in account management, group benefits, or insurance.
- Knowledge of group benefits eligibility requirements is considered an asset.
- Strong negotiation, analytical, and influencing skills.
- Self-starter with a results-oriented mindset and strong organizational abilities.
- Commitment to ongoing professional development and industry involvement.
- Excellent verbal and written communication skills, with the ability to interpret client needs and communicate technical information clearly.
- LLQP license preferred.
- GBA designation or active progress toward completion preferred.
Additional Details:- GreenShield currently operates under a hybrid work model.
