Group Retirement Account Manager

  • Insurance Talent Group
  • Burnaby, BC, Canada
  • Nov 24, 2020
Full Time Benefits - Group

Job Description

 

Opportunity

Helping businesses keep a promise to their employees is a great feeling, and that is what our client delivers every day. They are looking for great team members who want to feel fantastic about the benefit plan services they provide and the good they do.

Role Summary

As an Account Manager, you will be front and centre servicing a block of Benefits clients. You proactively provide customer service, onboarding of new clients, proactive customer service, adhering to service commitments, on-site employee meetings, working closely with Group Benefits Account Management, and advisor channel support.

Responsibilities

  • Proactive client Account Management
  • Preparation and delivery of yearly reviews with clients
  • Creatively address customer issues and suggest solutions and options
  • Coordinate and collaborate with advisors in the delivery channel
  • Prospecting for net new retirement products business
  • Provide professional, high standard customer service
  • Presentations to clients and their employees
  • Superior record-keeping for client records and data management with CRM

Requirements

  • Group Retirement knowledge – Minimum 3 years’ experience required
  • RPA designation
  • Life license (LLQP/HLLQP) an asset
  • Experience with an insurance carrier, TPA, or financial institution required
  • Must have means to travel locally, and at peak times availability to travel out of town
  • Capable, self-motivated, able to work well alone and as part of a team
  • Outgoing, friendly, professional, tactful, and flexible
  • Ability to prioritize and multi-task in a fast-paced environment, organized and resourceful, with a

strong attention to detail

  • Eager to contribute, learn and grow with an experienced and high-profile organization

 

They offer:

o A competitive base salary

o Results-driven individual and team bonus structure

o Full benefits package

o RRSP matching

o Vacation

o Parking/Transportation allowance

o We encourage professional development and designations, as well as pursuing learning &

development opportunities as part of a growing organization