Executive Account Manager - BC​/Alberta

About this position

About Sterling Brokers

Sterling is the leading Benefits 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.

If you possess the skill set we are looking for, submit your resume through this job portal to be considered for this new opportunity.

The Sterling Executive Account Manager (EAM) is assigned to a book of Sterling business and is responsible for the account as the primary relationship contact. In this role you are required to be holding a Life/Accident & Sickness insurance license for the province in which you practice.

We are currently recruiting for producers/advisors who are licensed and also reside in the province of Alberta or British Columbia. While we are a remote workforce you will be expected to attend sales meetings at either the local Alberta or BC office depending on your location. Your license and sponsorship must be up to date and in force.

In this role you will be specifically responsible for delivering for your client:

• Manageall Clients(as assigned)
  Business Reviewson Employee Benefitclaimsandplanhealth
• Deliver the Annual Renewal Analysis and Reportingtotheclient
• Manageescalatedissuesfromtheinternalclientservicessupportteamregardingyourclient’semployeeplanmembersasneeded
• Conductregularfollow-upandconnectioncallstoyour
  
  Client Plan Administratorstoensuresatisfactionandserviceandtodeveloporexecuteonmeaningfulgrowthrequirements
• Collaboratewithsalesandimplementationteamstoassistinthesuccessfulonboardingofnewclientsthatwillbeaddedtoyourportfolio
• Participateinregular1/1callswithyourmanagerand/orteam
• Participateincollaborativemeetings/projects at
  
  Sterlingrequiringyourinput/expertise

To be successful in this role you are required to demonstrate expertise in the following:

• Group Benefits Experience –plan design,analysis,claims management,client management,sales–weareideallylookingfor3–5yearsexperience
• Experienceasaproduceronthesalessideofclientmanagementaswellastheservicesideofclientmanagementisabonus
• Insurance
  
  LicenseLLQP–withinforceE&Ocoveragefortheprovinceinwhichyouarepracticingin.
  
  Multipleotherprovincesarewelcome
• Experienceworkingwithenterpriseclients(500employeesizecompaniesandup)
• Yourarecollaborativebynatureandhaveastrongsenseofownershipoveryourclientdomain
• Youhavedemonstratedcommunicationsskillsthatincludespolishedpresentationskillsandcanusethelatesttechnologyapplications(MSSuite,Slack,Salesforce,AItools,other)
• Youhaveaveryprofessionaldemeanor