Location: Toronto OR Calgary
This
- position of Account Manager will report to the Director, Individual MGA in the
- following capacities:
- Account Management of
Affinity Partnerships
Reporting (Quarterly and ad hoc)
Marketing development, planning & management
Advisor Escalations
- Main day to day contact for admin & marketing for select affinity partners
- Manage internal resources to meet timelines
- Ownership of activity (marketing & results)
- Develop block of MGA
- and Advisors
- Portfolio of MGA
- MGA & Advisor Set UpOngoing training of advisors & follow up
- Coordinating new opportunities
Assisting Advisors
- Ad-hoc Sales reporting requests
- Manage & maintain CRM
- Develop and manage relationships with aligned advisors
- Participate in client and prospect presentations including finalist meetings
Lead MGA Special
Projects
Facilitate with block renewals and Health Assist
Advisor Portal set ups
NPS
MGA Volume Bonus Reporting
Coordinating MGA Communication
Additional projects as required
Job description provided by GreenShield.
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