Executive Account Manager - BC/Alberta (Red Deer)

Executive Account Manager - BC/Alberta (Red Deer)

04 Aug
|
Sterling Brokers
|
Red Deer

04 Aug

Sterling Brokers

Red Deer

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.

Inthisroleyouwillbespecificallyresponsiblefordeliveringforyourclient:

- 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)

📌 Executive Account Manager - BC/Alberta (Red Deer)
🏢 Sterling Brokers
📍 Red Deer

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