ACCOUNT MANAGER - INDIVIDUAL INSURANCE (MGA)

GreenShield

$74K — $111K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in Individual Health & Dental and travel insurance sectors
  • Post-secondary degree or diploma in Business, Commerce, or related field
  • Strong knowledge in Sales, Marketing, and Customer Service
  • Excellent verbal and written communication skills
  • Proven problem-solving abilities and a collaborative mindset
  • Detail-oriented with innovative thinking
  • Bilingual in English and French

Responsibilities

  • Manage account relations with affinity partners and handle administrative tasks
  • Develop and implement marketing plans specific to partnerships
  • Serve as the key liaison for escalated advisor issues
  • Coordinate resources to meet business timelines effectively
  • Oversee portfolio development for MGAs and advisors
  • Train advisors and assist with ongoing sales efforts
  • Manage CRM activities and produce sales reports as needed

Benefits

  • Opportunity to be part of a growing sales team
  • Professional development and training opportunities
  • Dynamic work environment with a collaborative culture
  • Potential for involvement in special projects and initiatives
Full Job Description
THE ROLE IN A NUTSHELL

Base Salary: CAD $74,269.00 - 111,404.00

Thisposition of Account Manager will report to the Director, Individual MGA in thefollowing capacities:

Account Management ofAffinity Partnerships
  • Reporting (Quarterly and ad hoc)
  • Marketing development, planning & management
  • Advisor Escalations
  • Main day to day contact for admin & marketing for select affinity partners
  • Manage internal resources to meet timelines
  • Ownership of activity (marketing & results)

Develop block of MGAand Advisors
  • Portfolio of MGA
  • MGA & Advisor Set UpOngoing training of advisors & follow up
  • Coordinating new opportunities
  • Assisting Advisors
  • Ad-hoc Sales reporting requests
  • Manage & maintain CRM
  • Develop and manage relationships with aligned advisors
  • Participate in client and prospect presentations including finalist meetings


Lead MGA SpecialProjects

  • Facilitate with block renewals and Health Assist
  • Advisor Portal set ups
  • NPS
  • MGA Volume Bonus Reporting
  • Coordinating MGA Communication
  • Additional projects as required


WHO WE'RE LOOKING FOR

Theideal candidate will be highly motivated by the opportunity to be a member of agrowing sales team. Candidates willpossess the following qualifications and attributes:
  • Experience in the Individual Health & Dental and travel insurance sector
  • Post-secondary degree or diploma in Business, Commerce or a related discipline
  • Sales, Marketing and Customer Service knowledge
  • Excellent presentation and communication skills
  • A team player with established problem-solving skills
  • An eye for detail and creative thinking
  • A "people person" with confidence and agility as a presenter
  • Bilingual (Eng & Fre)

NICETO HAVE
  • GBA designation

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