POSITION OVERVIEW:
The Account Manager plays a critical role in building and maintaining strong client relationships and serves as the primary point of contact between clients and the organization. This role requires a thorough understanding of our benefit programs, exceptional attention to detail, strong problem-solving abilities, and a commitment to delivering an outstanding client experience. The successful candidate will proactively support clients, identify opportunities to enhance engagement, and ensure the effective administration of student benefit plans.
Responsibilities:
- Lead virtual and on-site client meetings to review plan utilization, discuss campus initiatives, identify engagement opportunities, and collaborate with Advisors on potential plan design enhancements.
- Respond promptly and professionally to client inquiries and escalated student concerns.
- Plan and execute client events, including student orientations, presentations, wellness initiatives, and engagement campaigns.
- Manage student enrolment processes, including opt-in and opt-out requests.
- Collaborate with the Marketing team to develop and update promotional materials that meet client needs and support program objectives.
- Collaborate with insurance carriers to resolve escalated issues, address claims concerns, and implement plan or process changes.
- Ensure client websites, communications, and promotional materials remain accurate, current, and compliant.
- Support medical emergencies by liaising with educational institutions, students, families, healthcare providers, and insurance partners, including coordinating repatriation when required.
- Review and validate the accuracy of student-facing communications, including enrolment materials, opt-in/opt-out portals, and welcome communications.
- Coordinate with the Finance team to provide accurate monthly enrolment data for invoicing purposes.
- Assist healthcare providers and partners with claims submissions, payment inquiries, and other administrative matters.
- Maintain detailed records and ensure a high level of service delivery across all client accounts.
Requirements:
- 2-5 years of experience in account management, client success, benefits administration, or a related field.
- Experience with, or knowledge of, group benefits, insurance, or health and wellness programs is considered a strong asset.
- Post-secondary education in Business, Insurance, Communications, or a related discipline.
- Demonstrated ability to build and maintain strong relationships with clients, stakeholders, and external partners.
- Excellent verbal and written communication skills, with confidence presenting to groups both virtually and in person.
- Strong customer service, problem-solving, and conflict-resolution skills.
- Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
- Proficiency with Microsoft Office applications and virtual meeting platforms.
- Ability to travel periodically to client sites and events, as required.
Preferred Qualifications
- Experience working with post-secondary institutions, student organizations, or student benefit plans.
- Knowledge of group insurance products, claims administration, and enrolment processes.
- Bilingualism (if applicable to your client base)
- Insurance industry designations or coursework (LLQP, GBA, CEBS) considered an asset.
This is for an existing posting
Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs for this position.
