Executive Account Manager - BC/Alberta

Sterling Brokers

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of Group Benefits experience including plan design and claims management.
  • Producer experience in both sales and service client management is a plus.
  • Valid LLQP insurance license with E&O coverage for your practicing province; additional provinces welcomed.
  • Experience working with enterprise clients of 500 employees or more.
  • Strong collaborative skills with ownership mindset over client responsibilities.
  • Demonstrated polished communication and presentation skills using modern tech applications.
  • Professional demeanor in client interactions.

Responsibilities

  • Manage all assigned client business reviews on Employee Benefit claims and plan health.
  • Deliver annual renewal analyses and reporting to clients.
  • Address escalated issues from the internal support team for client plan members.
  • Conduct regular follow-up calls with Client Plan Administrators to ensure satisfaction and growth.
  • Collaborate with sales and implementation teams to onboard new clients effectively.
  • Participate in regular one-on-one meetings with your manager or team.
  • Engage in collaborative meetings/projects requiring your expertise.

Benefits

  • Remote workforce flexibility with required in-office sales meetings.
  • Opportunity to work with a diverse portfolio of clients across Alberta and British Columbia.
  • Engagement with enterprise-level clients, enhancing professional experience and network.
  • Access to professional growth through collaboration with various teams and departments.
Full Job Description
The Sterling Executive Account Manager (EAM) is assigned to a book of Sterling business and is responsible for the accounts as the primary relationship contact. In this role you are required to be holding a Life/Accident & Sickness insurance license for the province in which you practice.

We are currently recruiting for producers/advisors who are licensed and also reside in the province of Alberta or British Columbia. While we are a remote workforce you will be expected to attend sales meetings at either the local Alberta or BC office depending on your location. Your license and sponsorship must be up to date and in force.

In this role you will be specifically responsible for delivering for your client:

  • Manage all Clients (as assigned) Business Reviews on Employee Benefit claims and plan health
  • Deliver the Annual Renewal Analysis and Reporting to the client
  • Manage escalated issues from the internal client services support team regarding your client's employee plan members as needed
  • Conduct regular follow-up and connection calls to your Client Plan Administrators to ensure satisfaction and service and to develop or execute on meaningful growth requirements
  • Collaborate with sales and implementation teams to assist in the successful onboarding of new clients that will be added to your portfolio
  • Participate in regular 1/1 calls with your manager and/or team
  • Participate in collaborative meetings/projects at Sterling requiring your input/expertise


To be successful in this role you are required to demonstrate expertise in the following:

  • Group Benefits Experience - plan design, analysis, claims management, client management, sales - we are ideally looking for 3 - 5 years experience
  • Experience as a producer on the sales side of client management as well as the service side of client management is a bonus
  • Insurance License LLQP - with in force E&O coverage for the province in which you are practicing in. Multiple other provinces are welcome
  • Experience working with enterprise clients (500 employee size companies and up)
  • Your are collaborative by nature and have a strong sense of ownership over your client domain
  • You have demonstrated communications skills that includes polished presentation skills and can use the latest technology applications (MS Suite, Slack, Salesforce, AI tools, other)
  • You have a very professional demeanor

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