Executive Account Manager - BC/Alberta

Executive Account Manager - BC/Alberta

03 Aug
|
Sterling Brokers
|
Alberta

03 Aug

Sterling Brokers

Alberta

Sterling is the leading Advantages Management Platform in Canada. We create best-in-class client experiences through technology, product and expertise. In Canada our products include Employee Benefit plan design, access to wellness partners and access to the insurance carrier market along with specialized plans only Sterling can deliver. Our technology ensures that HR teams and businesses are provided with the latest digital enrolment technology for their staff. Our advisors and account service teams are dedicated to providing employers with unwavering people-first support.

TheSterlingExecutiveAccountManager(EAM)isassignedtoabookofSterlingbusinessandisresponsiblefortheaccountsastheprimaryrelationshipcontact. InthisroleyouarerequiredtobeholdingaLife/Accident&Sicknessinsurancelicensefortheprovinceinwhichyoupractice.;

Wearecurrentlyrecruitingforproducers/advisorswhoarelicensedandalsoresideintheprovinceofAlbertaorBritishColumbia. WhilewearearemoteworkforceyouwillbeexpectedtoattendsalesmeetingsateitherthelocalAlbertaorBCofficedependingonyourlocation.Yourlicenseandsponsorshipmustbeuptodateandinforce.

I nthisroleyouwillbespecificallyresponsiblefordeliveringforyourclient:

ManageallClients(asassigned)BusinessReviewsonEmployeeBenefitclaimsandplanhealth
DelivertheAnnualRenewalAnalysisandReportingtotheclient




Manageescalatedissuesfromtheinternalclientservicessupportteamregardingyourclient’semployeeplanmembersasneeded
Conductregularfollow-upandconnectioncallstoyourClientPlanAdministratorstoensuresatisfactionandserviceandtodeveloporexecuteonmeaningfulgrowthrequirements
Collaboratewithsalesandimplementationteamstoassistinthesuccessfulonboardingofnewclientsthatwillbeaddedtoyourportfolio
Participateinregular1/1callswithyourmanagerand/orteam
Participateincollaborativemeetings/projectsatSterlingrequiringyourinput/expertise

Tobesuccessfulinthisroleyouarerequiredtodemonstrateexpertiseinthefollowing:

GroupBenefitsExperience–plandesign,analysis,claimsmanagement,clientmanagement,sales–weareideallylookingfor3–5yearsexperience
Experienceasaproduceronthesalessideofclientmanagementaswellastheservicesideofclientmanagementisabonus
InsuranceLicenseLLQP–withinforceE&Ocoveragefortheprovinceinwhichyouarepracticingin.Multipleotherprovincesarewelcome;
Experienceworkingwithenterpriseclients(500employeesizecompaniesandup)
Yourarecollaborativebynatureandhaveastrongsenseofownershipoveryourclientdomain
Youhavedemonstratedcommunicationsskillsthatincludespolishedpresentationskillsandcanusethelatesttechnologyapplications(MSSuite,Slack,Salesforce,AItools,other)

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📌 Executive Account Manager - BC/Alberta
🏢 Sterling Brokers
📍 Alberta

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