ACCOUNT MANAGER - INDIVIDUAL INSURANCE (MGA)
GreenShield · Calgary, Alberta, CA
About The Role
Location: Toronto OR Calgary This position of Account Manager will report to the Director, Individual MGA in the following capacities: Account Management of Affinity Partnerships Reporting (Quarterly and ad hoc) Marketing development, planning management Advisor Escalations Main day to day contact for admin marketing for select affinity partners Manage internal resources to meet timelines Ownership of activity (marketing results) Develop block of MGA and Advisors Portfolio of MGA MGA Advisor Set UpOngoing training of advisors follow up Coordinating new opportunities Assisting Advisors Ad-hoc Sales reporting requests Manage maintain CRM Develop and manage relationships with aligned advisors Participate in client and prospect presentations including finalist meetings Lead MGA Special Projects Facilitate with block renewals and Health Assist Advisor Portal set ups NPS MGA Volume Bonus Reporting Coordinating MGA Communication Additional projects as required
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