ACCOUNT MANAGER, TEAM LEAD - GROWTH AND CLIENT SERVICES

WHO WE ARE
When it comes to health, we’re always looking for ways to push for better. It’s why we were founded in the first place. In 1957, our founder, pharmacist William Wilkinson, witnessed a mother sacrifice her health by forgoing her own medicine to pay for her sick daughter’s prescription. He knew there had to be a better way. So, he introduced North America’s first prepaid drug plan, and GreenShield was born as a non-profit with a mission to support better health for all Canadians.

We aren’t just a health and benefits company. We’re the only non-profit social enterprise that brings worlds of coverage and care together, all in one place.
We’re noble challengers, purposefully building a better way and we need the best people to help us create a more holistic approach that takes care of the mind and body.

Our mission is to create better health for all Canadians, and we know that starts with our employees. 

THE ROLE IN A NUTSHELL

Base Salary:  CAD $82,017.00 - 102,522.00

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.

WHO WE'RE LOOKING FOR

The ideal candidate is motivated by the opportunity to contribute to a growing team, brings strong relationship management and leadership capabilities, and is comfortable balancing client-facing responsibilities with team support and strategic execution. 

Qualifications and Attributes

• Experience in client-facing roles.
• Post-secondary degree or diploma in Business, Commerce, or a related discipline. 
• Knowledge of and experience with health and dental underwriting. 
• Strong sales, marketing, and customer service knowledge. 
• Excellent presentation and communication skills. 
• Demonstrated leadership and team-building abilities. 
• Collaborative team player with strong problem-solving skills. 
• Strong attention to detail and creative thinking. 
• Confident, agile presenter who builds relationships easily. 
• Valid driver’s license and ability to travel. 
• Ability to complete the LLQP designation within a reasonable timeframe.

THE CULTURE
We believe a career should be meaningful. Not just a means to earn a living. Our culture is one where everyone's voice is heard and valued. Because that’s what it takes to create better health for all. We dare to challenge the status quo. And we’re driven by people who have challenged theirs.  We believe that your workplace should empower you to be the best version of yourself. That’s why we provide a place where you can be inspired, challenged, and rewarded. 

Where your growth means our growth.
Where your voice is heard and valued.
Where your work has purpose. And purpose matters.

We believe our people are critical to our overall success. Inclusivity makes us a stronger, smarter and more informed organization. Being intentionally inclusive of diverse backgrounds, perspectives and experiences will enhance our company culture to positively impact how we support our communities. A career at GreenShield isn’t just about personal achievements, it's about making a
difference together.

Here’s to Better Health for All!

A FEW MORE DETAILS
Proficiency in English is required for this position. As part of this role, you will be required to communicate with colleagues or customers who use English as their primary language.  By requiring English proficiency for this position, we aim to ensure that our employees can excel in their roles, collaborate, and communicate effectively, and contribute to the success of our organization. 

GS supports diversity, equity and inclusion in our teams and communities, and we value the unique contributions made by all. Even if your experience doesn’t align perfectly to every requirement, we invite you to apply.   We encourage applications from all candidates and will accommodate needs under human rights legislation throughout all stages of the recruitment and selection process. Please let us know of any accommodation through [email protected]. Information received relating to accommodation will be addressed confidentially. 

Providing this information gives GS consent to use your personal information to assess your suitability for specific positions, future opportunities or for your personnel file. Your résumé will be held in strict confidence and will be viewed only by the Organization. Information may be stored outside of Canada and could be used for aggregate statistical purposes (which uses no personal identification). 

AI Usage - GreenShield leverages AI to help produce Job Descriptions, and ideate on interview questions. We also leverage AI for interview transcription support.