Client Account Manager, Group Insurance

We are seeking a Client Account Manager to join our team in Cambridge (or the surrounding areas). 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:

• 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)
• Ensure the insurance provider is administering and underwriting the program appropriately and that service standards are met.
• 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
• Take part in transitioning new business acquisitions to the ongoing management service model
• Establish and maintain excellent working relationship with insurance carrier staff
• Be the first point of contact for ongoing client needs
• Facilitate, follow-up, resolve and communicate any escalated service issues
• 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
• Where necessary, provide support to insurance carrier contacts in working with clients to collect deficits, outstanding premiums or claim funding adjustments that are overdue
• Prepare the deliverables
• Prepare the deliverable
• 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
• Communicate regularly and work collaboratively with all other members of the IS team for necessary support in meeting client demands
• Conduct the analysis
• Help client interpret results
• 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,
• 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,
• Conduct the analysis
• Support plan sponsors in their ongoing administrative needs
• Build and manage effective relationships with internal staff and external business partners
• Maintain a high degree of technical and industry expertise; by participating in industry conferences, seminars, etc.
• Prepare and deliver annual renewals
• Provide regular updates of plan performance (quarterly updates)
• Look for opportunities to implement new products
• Work collaboratively with associates where applicable

To be successful as an Client Account Manager with People Corporation, you will need:

• 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
• Solid people skills
• Able to multi-task
• Strong-willed / ambitious
• Excellent communication skills
• LLQP is an asset but not required
• Ability to identify problems before the occur / identify risks and bring solutions to offset them
• Able to speak to groups during employee info sessions

What's in it for you:

• Assistance for the completion of industry designations
• Extended health care and dental benefits
• A suite of Health & Wellness offerings
• Learn by working alongside our experts
• Competitive compensation
• Mental Health programs and support for you and your family
• A retirement savings plan with company contributions

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
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]