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Client Account Manager, Group Benefits
Company | People Corporation |
Address | Cambridge, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Insurance |
Expires | 2023-07-08 |
Posted at | 11 months ago |
We are seeking a Client Account Manager to join our team in Cambridge or the Tri-Cities area. *This position is a hybrid between work from home and purposeful in office work.*
The Client Account Manager is responsible for managing a specified group of clients, independently, as well as in alignment with the overseeing Account Executive where applicable. There are no sales targets associated with this position.
The Client Account Manager will:
- Work collaboratively with associates where applicable
- Negotiate the best price
- Help client interpret the results
- Ensure that the funding arrangement/pricing model is appropriate via regular reviews of the performance of the financial component of the program,
- Provide regular updates of plan performance (quarterly updates)
- Conduct the analysis
- Maintain a high degree of technical and industry expertise; by participating in industry conferences, seminars, etc.
- Facilitate, follow-up, resolve and communicate any escalated service issues
- Look for opportunities to implement new products
- Conduct the analysis
- Prepare the deliverables
- Establish and maintain excellent working relationship with insurance carrier staff
- Prepare and deliver annual renewals
- Prepare the deliverable
- Support plan sponsors in their ongoing administrative needs
- Help client interpret results
- Be the first point of contact for ongoing client needs
- Take part in transitioning new business acquisitions to the ongoing management service model
- Communicate regularly and work collaboratively with all other members of the IS team for necessary support in meeting client demands
- Project leader for implementations on plan design changes, amendments and pricing – including flex launches and re-enrolments. Act as liaison, working with underwriting/carrier contacts (and associate brokers as necessary)
- 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
- Ensure that plan design strategies are appropriate based on the plan sponsor’s needs and goals via regular reviews of the utilization among the various benefit levels
- General expectation to provide internal support, leadership, coaching and guidance to all other IS Team Members, through your interactions and handling of client relationships and situations
- Build and manage effective relationships with internal staff and external business partners
- Where necessary, provide support to insurance carrier contacts in working with clients to collect deficits, outstanding premiums or claim funding adjustments that are overdue
- Ensure the insurance provider is administering and underwriting the program appropriately and that service standards are met.
- Work with Client Manager to ensure that the proper internal resources are assigned and available to assist in the execution of tasks within the required timeframes,
- Strong-willed / ambitious
- Able to speak to groups during employee info sessions
- Solid industry knowledge: good balance of underwriting, carrier rules, usual client needs, customer service, various funding arrangements, usual plan design options available in the marketplace + ability to use all of these skills to effectively manage each client’s benefits program and be able to identify plausible solutions to specific needs
- LLQP is an asset but not required
- Ability to identify problems before the occur / identify risks and bring solutions to offset them
- Able to multi-task
- Excellent communication skills
- Solid people skills
- Assistance for the completion of industry designations
- A retirement savings plan with company contributions
- Competitive compensation
- Mental Health programs and support for you and your family
- Extended health care and dental benefits
- A suite of Health & Wellness offerings
- Learn by working alongside our experts
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. If you require an accommodation or an alternative format of any posting please reach out to [email protected]
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