Account Manager, Team Lead - Growth And Client Services

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.