ACCOUNT MANAGER

Account Manager - Small Business Location: Vancouver GreenShield is seeking a highly motivated, detail-oriented professional to join our Account Management Team as a full-time Account Manager supporting our Small Business segment. Reporting to the Director of Account Management, this role is responsible for cultivating strong, long-term relationships with Advisors and clients while effectively managing, servicing, and retaining an assigned portfolio of group benefits accounts. The Account Manager serves as a trusted partner and advocate for GreenShield, ensuring exceptional service delivery and high levels of client satisfaction across their portfolio.

Key Responsibilities Serve as the primary point of contact for Advisors and clients, fostering strong and collaborative relationships. Achieve financial objectives related to the growth, retention, and profitability of an assigned block of business. Deliver exceptional customer service through clear, professional verbal and written communication.

Ensure timely and accurate delivery of solutions aligned with client needs, objectives, and plan requirements. Maintain high levels of client satisfaction through proactive day-to-day service and issue resolution. Monitor and analyze client utilization trends to identify opportunities and risks.

Act as a liaison between clients and internal teams to support seamless service delivery. Schedule and lead meetings with Advisors and clients to review renewals, discuss plan performance, and recommend plan design changes. Travel to client locations as required to support relationship management and business development.

Provide ongoing support and guidance to Plan Administrators and Advisors. Promote GreenShield’s group products, services, and capabilities to enhance client understanding and engagement. Manage overall group performance by reviewing and analyzing monthly financial reports.

Prepare and implement plan design revisions, ensuring accuracy and compliance. Clarify administrative procedures, contractual terms, and product-specific features for clients and Advisors. Participate in required training, professional development, and continuing education activities.

Adhere to all carrier compliance requirements and industry regulations. Understand and comply with applicable government policies related to program eligibility and administration. Maintain and expand job knowledge through ongoing learning and industry engagement.