Reporting to the National Director, Growth & Client Service, Central Region, the Account Manager, Team Lead will play a hybrid role that combines hands-on account management with team leadership. Approximately 50% of the role will be dedicated to managing an assigned book of business, including client relationships, renewals, advisor engagement, service delivery, retention, profitability, and integrated sales growth. The remaining 50% will focus on leadership and training activities, including supporting Account Managers, providing guidance and escalation support, contributing to team initiatives, and helping execute the overall segment strategy.
Account Management Responsibilities
- Manage an assigned book of business, including scheduling and leading client meetings, negotiating renewals, presenting annual benefit plan reviews, promoting GreenShield products and services, and implementing plan amendments.
- Build and manage strong relationships with aligned advisors.
- Drive overall profitability, retention, and integrated sales targets for the assigned block of business.
- Manage at-risk client relationships in alignment with the established governance framework.
- Participate in client and prospect presentations, including finalist meetings.
- Partner closely with Business Development and Service teams to ensure client deliverables are achieved.
Team Lead Responsibilities
- Support the implementation and monitoring of key initiatives for the Account Management team.
- Lead onboarding and training for new Account Managers and provide ongoing training on new processes and products for existing team members.
- Serve as the first point of contact for technical questions and support.
- Act as the first point of escalation for client issues and concerns raised by Account Managers.
- Provide renewal support and guidance to the Account Management team.
- Work closely with the Director team to execute the overall segment strategy.
- Assist with the development and maintenance of process documentation.
- Support ad hoc projects as required.
