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Client Relationship Lead

Key Responsibilities will include:

  • Develop and maintain relationships with partners and their staff while  assisting them in managing their block of business
  • Develop relationships directly with Clients where required
  • Leading and mentoring the Client Relationship Assoc in the delivery of the WOW! factor
  • Training and assisting Client Relationship Associates with product knowledge, claims experience, amendments, booklet updates, claim issues and contractual situations
  • Performing complex plan design changes for existing clients by collecting necessary information, notify applicable departments/carriers and coordinate any final stages
  • Collaborating with the Underwriting department to obtain quotes and alternates
  • Handling complex booklet updates
  • Answering complex coverage inquiries and resolving complex claim issues
  • Collaborating on review of financials, claims experience and renewal prep by group
  • Managing and assisting in Life, Disability and other pooled benefit claims
  • Reviewing and interpreting contracts, making changes when necessary
  • Annual Partner and partner support staff visits (where applicable)
  • Performing other duties as assigned by management


Outcomes

  • Learn specific accounts and have a good understanding of them
  • Leadership – a mentor for co-workers while building and supporting teamwork
  • Responsibility and ownership of assigned accounts
  • Understands financial arrangements and financial reports for ASO accounts
  • Full understanding of each benefit and product offering
  • Consistent achievement of reaching a target 


Must Haves 

  • Able to recommend a course of action and achieve buy-in from the Client.
  • Excellent communication skills
  • Leadership and initiative


Education & Experience

  • Completion of post secondary education
  • 5+ years experience as an Associate Account Manager or Group Service Representative, or equivalent industry experience
  • Life license an asset
  • Working towards GBA or CEBS designation
Category
Administrative Banking, Finance and Insurance Customer Service and Support