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Full Time
6 days ago
Join GroupHEALTH Benefit Solutions® today and become part of an organization that istransforming the way Canadian’s experience benefits.

Our mission is simple;We develop and deliver the most cost-effective employee benefits solutions to Canadian businesses.

GroupHEALTH is accelerating - and you provide the fuel.

We're currently looking for an Account Manager to join our Client Services team.This role is eligible to work remotely anywhere in Canada.As an Account Manager, you'll be responsible to manage and lead an assigned block of business for small to large client accounts. You'll serve as a strategic advisor to clients coordinating with internal stakeholders while taking responsibility for complete client relationship with GroupHEALTH, and provide mentorship and support to staff at Benefit Specialist level.


First 30 Days
  • Develop leadership role with Benefit Specialist team on assigned block
  • Engage in 1-on-1 meetings with each department role to understand a day in their life
  • Meet with external department stakeholders to understand how departments interact on a day to day as it pertains to your role
  • Meet with Affiliate partner to understand their sale process and build rapport with their team
  • Meet with Underwriting team to learn GH underwriting philosophy and processes
  • Review of training material, including Full-Service Training manual, and resources as it pertains to systems and processes

First 60 Days
  • Can easily determine which department at GroupHEALTH is responsible for specific lines of business/functions
  • Working understanding of each GroupHEALTH benefit and product offering
  • Start to develop relationships with clients within assigned block
  • Build relationships with internal stakeholders
  • Develop a full understanding of internal systems (CRM – day to day use and reporting, WEBS online, Enrol-ME, claims adjudication, member portals)

First 90 Days
  • Learn specific accounts and have a good understanding of them
  • Full understanding on virtual carrier administrative guidelines within 3 months
  • Leadership – a mentor for co-workers while building and supporting teamwork
  • Identify a raving fan of your WOW! service
  • Solid understanding of the underwriting process for new business, alternates, and renewals
  • Understands financial arrangements and financial reports for ASO accounts
  • Strong understanding of the full-service model as it pertains to high touch servicing of clients and required client experience service calls
  • Strong understanding of process for new group set up
  • Consistent achievement of reaching a target SLA of 90% and developing promoters of GroupHEALTH

  • Build strong relationships with clients by establishing a trusted advisor role; provide consistent, superior relationship management to create a WOW experience for clients and a reference for GroupHEALTH
  • Build solid relationships with affiliate partners, supporting the sales process as needed
  • Support company goals around client retention
  • Renewal preparation and presentation to clients
  • Lead and support regular claims experience review and annual renewal meetings
  • Support marketing and benchmarking requests
  • Maintain or exceed established service levels and KPIs.
  • Provide leadership and mentorship of the Benefit Specialists in delivery of the WOW! Factor to clients
  • Support the ongoing training of Benefit Specialists with all aspects of client service, including, but not limited to claims investigations, plan amendments, product knowledge and updating plan documentation
  • Develop, coordinate, and deliver client and plan member education sessions, demos, and other presentations in various modalities (virtual webinars, pre-recorded, and in-person)
  • Collaborate with the Underwriting department to obtain quotes and alternates
  • Act as a liaison for managing all escalated claims inquires including, but not limited to Life, disability and other pooled benefits
  • Proactively communicate with and educate clients on new products and services
  • Understand underwriting arrangements, financial reports for ASO accounts and claims experience reports; review and monitor where necessary
  • Oversee complex claim and coverage inquiries
  • Oversee complex premium and billing inquiries
  • Maintain accurate client documents and contract files
  • Manage escalated client matters by providing recommendations and making supported decisions
  • Stay current on GroupHEALTH products and services and benefit offerings within industry
  • Provide financial, contractual and/or administrative analysis and reviews to clients
  • Analyze claims experience, collaborating with Underwriting on plan design recommendations and pricing
  • Provide professional and concise communications to clients
  • Effectively utilize multiple internal systems
  • Collaborate with other departments to facilitate the best possible outcomes for clients
  • Performing other duties as assigned by management

Education & Experience
  • 3-5 years of related group benefits experience working for an insurer or consultant/broker
  • Strong interpersonal and relationship management skills
  • LLQP required
  • University degree an asset
  • Proficiency in office programs required
  • GBA or CEBS Designation (or working towards) an asset
  • Experience with CRM systems an asset
  • Comfort and experience in presenting to groups and facilitating learning sessions

The Perks

In addition to becoming part of a creative, challenging, and stimulating work environment, we also offer:
  • a competitive salary & benefits program
  • paid time off, including flex time
  • education assistance
  • Registered Retirement Savings Plan (RRSP) with employer matching
  • participation in our Happy Friday program

Want to be part of a rapidly growing company that is transforming the way Canadian’s experience benefits? Apply now!

We thank everyone who applies to the Account Manager role; however, due to the volume of applications we receive, we are only able to contactcandidates who have been selected for an interview.
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