Account Manager

Base pay range

CA$90,000.00/yr - CA$110,000.00/yr

Role

Senior Manager, Client Success - Canada - Remote

Location

Greater Toronto Area (Markham)

Term

Permanent full-time

Type

Remote. ~25% Travel

Job Description

The Senior Manager, Client Success has the mandate on managing client relationships, growing a portfolio of accounts, and closing new business. The position works closely with advisors, plan administrators, and internal teams to understand client needs, deliver group benefits solutions, and support ongoing account management while meeting sales and retention goals.

Responsibilities

Deliver measurable client success outcomes using creative, innovative approaches

Manage the entire sales cycle and grow a designated portfolio of client accounts

Achieve sales results and close new business opportunities

Analyze client needs and provide tailored solutions

Build and maintain the advisor and plan administrator relationship

Develop and implement account strategies to meet sales targets

Conduct sales presentations and deliver proposals

Provide ongoing reporting, group management and foster relationship to advance sales with existing customers

Track all sales activities in CRM and report to senior management team

Provide suggestions and guidance to the technical/operations team

Perform other relevant duties as assigned

Required Skills & Experience

3+ years work experience in a similar role such as insurance or group benefits or client services

Bilingual proficiency in written and oral communication

Post‑secondary in relevant field of study

Demonstrated knowledge of group benefits and related products

Able to interpret and understand complex contracts

Nice to Have Skills & Experience

Creative and innovative approach to problem solving with the ability to make decisions, being results oriented

Demonstrates strong interpersonal skills while consistently projecting a professional image and demeanor

Maintains a positive attitude and collaborates effectively as a team player with both internal and external stakeholders

Valid Driver's License and access to a vehicle

GBA Designation an asset

Additional Information

Seniority level: Not Applicable

Employment type: Full‑time

Job function: Sales and Business Development

Industries: Medical Practices and Health and Human Services

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