Group Benefits Account Manager - Etobicoke, Canada - Jones DesLauriers Blevins

Jones DesLauriers Blevins

Verified Company

Etobicoke, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

_
Benefit from joining our team_

We are growing and are hiring a
Group Benefits
Account Manager in our Toronto office.

The Group Benefits Account Manager leads the overall service, management, and implementation of a book of business and works closely with the Benefits Consultant on accounts.

They are responsible for supporting the acquisition of new business.

The role requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, business partners, and colleagues.

The primary objective of this role is to work collaboratively with the team, and to maintain client retention that meets or exceeds expectations.

Responsibilities

Manage an assigned book of business
Lead all aspects of client service, internal management, and day to day functions of book of business.
Use judgment and creativity based on industry experience to produce favourable results and solutions to address clients' needs
Utilize industry experience and indepth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation
Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability
When counselling clients on appropriate coverage, assesses risks based on clients' situation and determine proper coverage to insure and mitigate those risks
Assist with negotiating terms, conditions, and pricing directly with insurance carriers
Leads client meetings (including renewal meetings)
Support, mentor, and train assigned Account Representatives, as necessary
Oversee functions performed by Account Representatives including approval of renewal strategies and resolution of client and carrier issues
Seek continued knowledge and stay abreast of changes in the industry and other external conditions that may impact clients. Make appropriate recommendations to clients in response to those changes
Responsible for overall retention of accounts in assigned book of business
Identify opportunities for crosssell and upsell of other products and services where appropriate
Document conversations with clients and carrier representatives and update all systems with information as necessary
Travel on company business as required
Prepare reports for management as required
Attend industry related continuing education training and courses
Perform other duties and projects as assigned

Experience:

5 years of experience and demonstrated proficiency in a benefits insurance Account Executive or Account Management role. Brokerage experience is preferred
Excellent oral and written English communications skills
Leadership experience and independent responsibility for client retention preferred
Ability to lead in a team environment
Demonstrated proficiency with computer systems
Knowledge of Unions
Uptodate with all necessary CE credits

Education: