Greenshield

60 jobs near Columbus, OH

Vancouver GreenShield isseeking a highly motivated, detailoriented professional to join our AccountManagement Team as a fulltime Account Manager supporting our Small Businesssegment. Reporting to the ...

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Full-time

Re-posted 22 days ago


Job description

AccountManager - Small Business

Location: Vancouver 

GreenShield isseeking a highly motivated, detailoriented professional to join our AccountManagement Team as a fulltime Account Manager supporting our Small Businesssegment. Reporting to the Director of Account Management, this role isresponsible for cultivating strong, longterm relationships with Advisors andclients while effectively managing, servicing, and retaining an assignedportfolio of group benefits accounts. The AccountManager serves as a trusted partner and advocate for GreenShield, ensuringexceptional service delivery and high levels of client satisfaction acrosstheir portfolio.
KeyResponsibilities

  • 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 daytoday 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 productspecific 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.