Account Manager (Calgary, AB)

As part of the People Corporation Group of companies, Hamilton + Partners is more than just a group benefits company – they are specialists that design and manage innovative national corporate disability benefit plans.

Reporting directly Team Lead, the Account Manager is responsible for providing exceptional client-focused operational support in the management of specialty benefit plans.  The Account Manager will be assigned a portfolio of clients and will be responsible for the day to day management of a variety of general administrative and transactional activities. They must ensure efficient and timely processing while building genuine client relationships and providing quality service.

If you are a self-motivated and administrative forward individual who wants to grow professionally while delivering best-in-class service to your clients, then consider this opportunity to join Hamilton + Partners.

As the Account Manager you will be responsible for:

Client Services:

• Responding to client inquiries and concerns in a timely manner, applying advanced problem solving skills to resolve client concerns and challenges, and employing strong interpersonal skills to develop and maintain positive working relationships with clients.
• Acquiring a thorough understanding and detailed knowledge of client benefit plans, and providing expertise, education, and guidance to clients to enhance their understanding and use of products and services.
• Using excellent written and oral communication skills in all interactions with clients while maintaining a high level of professionalism.
• Continually works to support a positive team environment by assisting and collaborating with other Account Managers to share knowledge and expertise, engaging in group problem solving, and providing back-up support when required.

Administration:

• Initial processing and ongoing management of all employee changes that impact coverage, such as new hires, terminations, name and beneficiary changes, and salary changes.
• Processes and delivers all new insurance policies to employees with appropriate correspondence.
• Ensures that all data is accurately entered, and consistently engages in audits and reconciliations to ensure data integrity.
• Creates monthly client bills and accurately reconciles data to employee transaction records.
• Manages all client payments and balances client financial accounts on a monthly basis.
• Acts as a liaison between the client and insurance provider to convey information in an accurate and easy to understand manner.
• Calculates, records, and audits financial transactions for all ongoing new business and terminations.
• Creates and delivers correspondence to employees to communicate how particular changes impact their existing coverage.
• Performs additional general administrative tasks as needed.

You and Your Experience:

• 3 years’ experience in a corporate health benefit plan environment.
• License in insurance (Life and Accident & Sickness) would be considered an asset.
• Demonstrated ability to manage multiple priorities with a strong attention to detail.
• Exceptional time management and organizational skills.
• Strong computer skills (Microsoft Excel, Word and Power Point).
• Bilingualism (French Canadian) is considered an asset.
• Positive, fun-loving personality.