Top Benefits
About the role
The Sterling Executive Account Manager (EAM) is assigned to a book of Sterling business and is responsible for the accounts as the primary relationship contact.
In this role you are required to be holding a Life/Accident & Sickness insurance license for the province in which you practice.
We are currently recruiting for producers/advisors who are licensed and also reside in the province of Alberta or British Columbia. While we are a remote workforce you will be expected to attend sales meetings at either the local Alberta or BC office depending on your location. Your license and sponsorship must be up to date and in force.
In this role you will be specifically responsible for delivering for your client:
Manage all Clients (as assigned) Business Reviews on Employee Benefit claims and plan health Deliver the Annual Renewal Analysis and Reporting to the client Manage escalated issues from the internal client services support team regarding your client’s employee plan members as needed Conduct regular follow-up and connection calls to your Client Plan Administrators to ensure satisfaction and service and to develop or execute on meaningful growth requirements Collaborate with sales and implementation teams to assist in the successful onboarding of new clients that will be added to your portfolio Participate in regular 1/1 calls with your manager and/or team Participate in collaborative meetings/projects at Sterling requiring your input/expertise
To be successful in this role you are required to demonstrate expertise in the following:
Group Benefits Experience – plan design, analysis, claims management, client management, sales – we are ideally looking for 3 – 5 years experience Experience as a producer on the sales side of client management as well as the service side of client management is a bonus Insurance License LLQP – with in force E&O coverage for the province in which you are practicing in. Multiple other provinces are welcome Experience working with enterprise clients (500 employee size companies and up) Your are collaborative by nature and have a strong sense of ownership over your client domain You have demonstrated communications skills that includes polished presentation skills and can use the latest technology applications (MS Suite, Slack, Salesforce, AI tools, other) You have a very professional demeanor
ABOUT US Sterling is a fast-paced technical insurance environment that requires technical proficiencies in MS applications, Slack, Confluence, Jira, Sales Force (or other CRM experience such as Salesforce or ACT), MS Excel and someone who is familiar with the insurance quoting process with carriers.
Sterling Brokers is disrupting the Group Benefits and Retirement landscape in Canada through our innovative application, integrating with the largest insurance carriers in Canada and global HRIS platforms, to administer a streamlined solution. We are the largest independently owned and operated Third Party Administrator (TPA) and Broker in Canada, and 4th largest overall. Established in 2014, SCB is growing rapidly and looking for talented individuals to join our team.
Compensation for this role Commensurate with experience and skills - $75,000 to $110,000 base salary plus performance bonus, comprehensive benefits.
About Sterling Brokers
Sterling Brokers offers modern benefits solutions for Canadian businesses from solo entrepreneurs to multi-nationals. Distinctive employee benefits expertise paired with best-in-class technology and insurance products. Sterling’s platform powers an intuitive customer centric experience for HR professionals and plan beneficiaries; creating a cost and time efficient solution. Request a Free Demo or No Obligation Quote Today.
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Top Benefits
About the role
The Sterling Executive Account Manager (EAM) is assigned to a book of Sterling business and is responsible for the accounts as the primary relationship contact.
In this role you are required to be holding a Life/Accident & Sickness insurance license for the province in which you practice.
We are currently recruiting for producers/advisors who are licensed and also reside in the province of Alberta or British Columbia. While we are a remote workforce you will be expected to attend sales meetings at either the local Alberta or BC office depending on your location. Your license and sponsorship must be up to date and in force.
In this role you will be specifically responsible for delivering for your client:
Manage all Clients (as assigned) Business Reviews on Employee Benefit claims and plan health Deliver the Annual Renewal Analysis and Reporting to the client Manage escalated issues from the internal client services support team regarding your client’s employee plan members as needed Conduct regular follow-up and connection calls to your Client Plan Administrators to ensure satisfaction and service and to develop or execute on meaningful growth requirements Collaborate with sales and implementation teams to assist in the successful onboarding of new clients that will be added to your portfolio Participate in regular 1/1 calls with your manager and/or team Participate in collaborative meetings/projects at Sterling requiring your input/expertise
To be successful in this role you are required to demonstrate expertise in the following:
Group Benefits Experience – plan design, analysis, claims management, client management, sales – we are ideally looking for 3 – 5 years experience Experience as a producer on the sales side of client management as well as the service side of client management is a bonus Insurance License LLQP – with in force E&O coverage for the province in which you are practicing in. Multiple other provinces are welcome Experience working with enterprise clients (500 employee size companies and up) Your are collaborative by nature and have a strong sense of ownership over your client domain You have demonstrated communications skills that includes polished presentation skills and can use the latest technology applications (MS Suite, Slack, Salesforce, AI tools, other) You have a very professional demeanor
ABOUT US Sterling is a fast-paced technical insurance environment that requires technical proficiencies in MS applications, Slack, Confluence, Jira, Sales Force (or other CRM experience such as Salesforce or ACT), MS Excel and someone who is familiar with the insurance quoting process with carriers.
Sterling Brokers is disrupting the Group Benefits and Retirement landscape in Canada through our innovative application, integrating with the largest insurance carriers in Canada and global HRIS platforms, to administer a streamlined solution. We are the largest independently owned and operated Third Party Administrator (TPA) and Broker in Canada, and 4th largest overall. Established in 2014, SCB is growing rapidly and looking for talented individuals to join our team.
Compensation for this role Commensurate with experience and skills - $75,000 to $110,000 base salary plus performance bonus, comprehensive benefits.
About Sterling Brokers
Sterling Brokers offers modern benefits solutions for Canadian businesses from solo entrepreneurs to multi-nationals. Distinctive employee benefits expertise paired with best-in-class technology and insurance products. Sterling’s platform powers an intuitive customer centric experience for HR professionals and plan beneficiaries; creating a cost and time efficient solution. Request a Free Demo or No Obligation Quote Today.