Position Title: myFlex Solutions Account Manager
Reports To: Manager, Group Administration
Department: Group myFlex Operations
Term: Permanent Full-Time


Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.


The Opportunity: Don't miss the opportunity to join one of the Waterloo Area's Top Employer for 2025 and Southwestern Ontario's Top Employers for 2024!

We're looking for an individual to work in a partnership with the myFlex Account Executives by providing comprehensive account management services covering all aspects of servicing beyond the general sales activity. This includes installation of new Benefits plans, management of all renewal activities, management of amendment activities, training clients on procedures and systems, handling general inquiries and assisting with finalist presentations if requested.

What you will be doing:

• Work in partnership with the Account Executives in their management of advisor relationships by working closely with the advisor service teams in a proactive manner
• Provide superior client service directly to plan sponsors and advisors by anticipating their needs and ensuring those needs are met
• Work with the Account Executives and myFlex Benefits Specialists to ensure responsive service standards are met or exceeded
• Ensure a positive service experience for plan sponsors as their primary relationship manager for implementations, renewals and amendments
• This role is part of a service team and needs to work collaboratively with other team members. There is an expectation that team members can back each other up (across roles and regions) as work volumes require. Clients generally expect a same day response to service requests, so time management and adaptability are very important.

What you will bring:

• 3+ years of employee benefit insurance experience
• Experience with flex benefit plans is an asset
• Demonstrated analytical, time-management, problem solving, negotiation and decision-making skills
• Excellent communication skills, including active listening and the ability to communicate clearly both verbally and in writing
• High level of attention to detail and a proactive mindset
• Demonstrated presentation and training skills
• Comprehensive understanding of group insurance and the ability to learn Equitable processes.
• Comprehensive knowledge of rating methodology and myFlex pooling arrangement is an asset
• The myFlex Solutions Account Manager needs to apply a client-first mindset and needs a working knowledge of every policyholder to provide effective service to maximize client satisfaction and retention
• Enjoys working in a fast-paced environment with tight deadlines and evolving priorities
• Requires flexibility to travel (on an infrequent and as needed basis) with access to a reliable vehicle
• Experience using Word, Excel, PowerPoint, Outlook and Teams. With the ability to learn and apply new system applications (including BMS and web portals).
• Bilingual in French and English, written and spoken is an asset

What's in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company's pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration
  
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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