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Client Relationship Lead

The Group Benefits Service Lead oversees the servicing for an assigned Partner and their accounts, while managing staff at the Associate level.

Key Responsibilities will include: 

  • Develop and maintain relationships with the assigned Partner and their staff while  assisting them in managing their block of business
  • Develop relationships directly with clients where required
  • Dispense sales advice to assist with growing the Partner’s block of business
  • Leading and mentoring Associates in the delivery of the great factor
  • Training and assisting 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
  • 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


Must Haves  

  1. Able to recommend a course of action and achieve buy-in from the Client.
  2. Excellent communication skills
  3. 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 licensed in a minimum of one province
  • Working towards GBA or CEBS designation
Administrative Customer Service and Support Sales and Marketing