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.