Job Description
Job Duties FormPosition Title: Account Manager – MGA+
Department: GroupQuest a division of People Corporation
Reports to: TBD
Location: Regional/Remote
About the Company
At People Corporation we are committed to helping businesses succeed. We are a national provider of group benefits, group retirement, wellness and human resource solutions. This role will be a part of GroupQuest, a division of People Corporation within Partner Solutions.
As a Group Benefits Managing General Agent (MGA), we work in partnership with advisors and insurance carriers to provide full back-office support and services in all aspects of group benefits. We’re a team of entrepreneurial thinkers, with a relentless drive to get things done, passionate about what we do and the innovative impact we are making.
Position Overview
Reporting to the Director of Account Management (MGA+), the Account Manager will be the primary relationship owner for defined advisor books of business, specifically those that are eligible for the MGA+ Services. This team member will oversee the daily, routine tasks involved with addressing the customer’s needs and concerns and maintaining their account activities.
The account manager will need to wear many “hats” in this role. They often need to adjust their focus depending on the client’s particular situation, and how satisfied that client is with their current account status. By triaging the needs of the client, they may be a combination of a coordinator, customer service representative, and technical specialist.
The account manager is the quarterback for customer experience providing customer support, technical assistance, and general relationship management. The account manager will be dedicated to support a defined number of advisor partners.
Key Responsibilities
Role specific responsibilities and abilities or skills candidate should possess to be successful in this role
- Maintain broad understanding and differences between carrier and solution advantages and disadvantages, and communicate them to their advisors
- Triage and resolve incoming requests and where necessary, engage the right resources/processes within Partner Solutions extended portfolio to assist in providing exceptional customer experience end-to-end
- Become a trusted liaison between the customer and operational teams in place
- High level of accountability to take ownership of issues and be organized to manage the resolution through to completion
- Keen attention to details. Accuracy and quality control are extremely important
- Excellent communication skills, both written and verbal to interact with internal and external clients
- Excellent organization skills and the ability to multitask and prioritize in a fast-paced environment
- A positive attitude and strong team player who works well with internal and external stakeholders
- Ability to meet deadlines and provide deliverables as identified in a timely manner
- Fluent in English, with bilingual in French language a plus
- 3+ years of experience in Group Benefits sales and/or service, carrier or advisor side
- GBA designation is an asset (personal and professional development opportunities will be provided to gain this designation)
- High energy and a strong desire to achieve top results with a charismatic, positive "can do" attitude via phone and in person
- Strong communication and writing skills
- Analytical and problem-solving skills
- The ability to stay organized and handle a lot on your plate
- High level of organization and attention to detail
- High degree of ownership and commitment to work quickly and accurately in a rapidly changing environment.
- Demonstration of interpersonal skills and working within a diverse team
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