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.