About the Opportunity

The People Group has partnered with a leader in the Group Benefits Space looking for their next Account Manager, Group Benefits provides consulting expertise and client management. As an advocate for your client, you champion their needs and proactively communicate on all service-related issues to build and develop long-term relationships. The role liaises with clients, internal stakeholders, insurance companies and carriers.

Key Responsibilities

- Relentlessly seeks to understand clients, delight them and create high engagement serving as their primary daily contact on delivery of group benefits consulting services.
- Oversee and prepare client deliverables including reports and presentations regarding plan design, pricing, funding, employee contributions, strategies, benchmarking studies, negotiations, renewals, and vendor management.
- Facilitate and support a continuous service improvement culture establishing value to the customer partnership beyond monetary value such as advising clients of emerging industry trends and best practices.
- Oversees the execution of major projects including plan marketing, requests for proposal, carrier implementation and renewal.
- Proactively resolve client issues by communicating with internal departments, insurance carriers and clients as necessary.
- Oversee the development of self-funded claims projections, rate setting and employee cost-sharing calculations.
- Strengthen client relationships by identifying needs through adding other lines of coverage, products or services.




- Collaborate within the Group Benefits team to formulate and implement client centric strategies to deepen client relations.

Education and Experience

- Bachelor’s Degree, and preferably a Certified Employee Benefits Specialist (CEBS) designation (GBA, RPA or CEBS)
- Minimum 5 years related industry experience with a strong knowledge of group benefit products as well as applicable legislation
- Proven experience and success in the design & management of group benefits programs gained in a consulting, brokerage or carrier environment
- LLQP/Life Licensed in the Province of Ontario (or willingness to become licensed within the first 12 months is required)

Knowledge, Skills, & Abilities

- Demonstrated ability to develop and maintain strong relationships (clients, internal, insurance carriers and business community)
- Ability to positively influence and negotiate with others to achieve results balancing the interests of the client and DFG
- Self-motivated and works well independently as well as within a collaborative team
- Excellent attention to detail with sound analytical and problem-solving skills
- Excellent communication (written and oral), and presentation facilitation skills




- Robust time management and project management skills
- Advanced working knowledge in MS Office (Word, Excel and PowerPoint), specifically in transferring data to meaningful client exhibits

Account Management:

- Develop and maintain client relations;
- Identify and analyze client needs and propose appropriate solutions;
- Work in teams specialized in group insurance, supervise the work, in order to offer clients best solutions;
- Provide consultation to client projects (renewal, strategy design, marketing, communication)
- Meet with clients virtually or at their offices to present them with appropriate recommendations as needed;
- Develop effective presentations for existing or potential clients, or their employees, individually or in conjunction with team members;
- Keep track of market evolution and propose innovative solutions and ideas;

Business development:

- Maintain potential customer data in the CRM and manage the progress of customer records in the acquisition process
- Find and make cross-sales opportunities
- Participate in targeted public relations activities

Compensation and Benefits:

- Starting salary of $65,000 plus Commissions
- Health, Medical, and Dental Benefits
- RRSP with Company Match
- Paid Volunteer Time
- Office Located near Transit

Pay: From $65,000.00 per year

Benefits:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- In office parking
- Paid time off
- RRSP match
- Vision care
- Wellness program

Work Location: In person

📌 Account Manager, Group Benefits (Canada)
🏢 The People Group
📍 Canada