THE ROLE IN A NUTSHELLBase 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 FORTheideal 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