THE ROLE IN A NUTSHELL

Reporting to the National Director, Growth & Client Service, Central Region, the Account Manager, Team Lead will play a hybrid role that combines hands-on account management with team leadership. Approximately 50% of the role will be dedicated to managing an assigned book of business, including client relationships, renewals, advisor engagement, service delivery, retention, profitability, and integrated sales growth. The remaining 50% will focus on leadership and training activities, including supporting Account Managers, providing guidance and escalation support, contributing to team initiatives, and helping execute the overall segment strategy.

Account Management Responsibilities

- Manage an assigned book of business, including scheduling and leading client meetings, negotiating renewals, presenting annual benefit plan reviews, promoting GreenShield products and services, and implementing plan amendments.
- Build and manage strong relationships with aligned advisors.
- Drive overall profitability, retention, and integrated sales targets for the assigned block of business.
- Manage at-risk client relationships in alignment with the established governance framework.
- Participate in client and prospect presentations, including finalist meetings.
- Partner closely with Business Development and Service teams to ensure client deliverables are achieved.

Team Lead Responsibilities

- Support the implementation and monitoring of key initiatives for the Account Management team.
- Lead onboarding and training for new Account Managers and provide ongoing training on new processes and products for existing team members.
- Serve as the first point of contact for technical questions and support.
- Act as the first point of escalation for client issues and concerns raised by Account Managers.
- Provide renewal support and guidance to the Account Management team.
- Work closely with the Director team to execute the overall segment strategy.
- Assist with the development and maintenance of process documentation.




- Support ad hoc projects as required.

WHO WE ARE LOOKING FOR The ideal candidate is motivated by the opportunity to contribute to a growing team, brings solid relationship management and leadership capabilities, and is comfortable balancing client-facing responsibilities with team support and strategic execution.

Qualifications and Attributes

- Experience in client-facing roles.
- Post-secondary degree or diploma in Business, Commerce, or a related discipline.
- Knowledge of and experience with health and dental underwriting.
- Strong sales, marketing, and customer service knowledge.
- Excellent presentation and communication skills.
- Demonstrated leadership and team-building abilities.
- Collaborative team player with strong problem-solving skills.
- Strong attention to detail and creative thinking.
- Confident, agile presenter who builds relationships easily.
- Valid driver’s license and ability to travel.
- Ability to complete the LLQP designation within a reasonable timeframe.

GS supports diversity, equity and inclusion in our teams and communities, and we value the unique contributions made by all. Even if your experience doesn’t align perfectly to every requirement, we invite you to apply. We encourage applications from all candidates and will accommodate needs under human rights legislation throughout all stages of the recruitment and selection process.

Please let us know of any accommodation through [email protected]. Information received relating to accommodation will be addressed confidentially.

Providing this information gives GS consent to use your personal information to assess your suitability for specific positions, future opportunities or for your personnel file. Your résumé will be held in strict confidence and will be viewed only by the Organization. Information may be stored outside of Canada and could be used for aggregate statistical purposes (which uses no personal identification).

AI Usage - GreenShield leverages AI to help produce Job Descriptions, and ideate on interview questions. We also leverage AI for interview transcription support.

📌 ACCOUNT MANAGER, TEAM LEAD - GROWTH AND CLIENT SERVICES (Toronto)
🏢 GreenShield
📍 Toronto