Senior Account Manager – Group Benefits
Burlington, ON | Full-Time | Hybrid
About the Opportunity
Our client is an independent employee benefits consulting firm that helps organizations create healthier, more engaged workplaces through employee benefits and wellness solutions. Working closely with employers, the firm develops thoughtful, practical programs that support employee well-being and broader organizational success.
The Role
Our client is seeking a Senior Account Manager to manage and grow an established portfolio of group benefits clients while delivering strategic consulting and advisory services.
This is a relationship-driven role combining senior-level account management, benefits consulting, client retention, and business development. The successful candidate will act as a trusted advisor to employers, helping them evaluate existing benefits programs, identify opportunities for improvement, and implement solutions aligned with their business objectives.
This is an excellent opportunity for an experienced group benefits professional who enjoys building long-term client relationships, providing strategic advice, and contributing to business growth.
Key Responsibilities
Client Relationship Management
- Manage and develop a portfolio of employer-sponsored group benefits clients.
- Build strong relationships with HR leaders, business owners, and key decision-makers.
- Lead client meetings, annual renewals, and strategic benefits reviews.
- Serve as a trusted advisor on plan design, cost management, and employee benefits strategy.
- Drive client satisfaction, retention, and long-term relationship growth.
Benefits Consulting & Advisory
- Evaluate existing benefits programs and recommend solutions aligned with client needs and budgets.
- Analyze claims experience, utilization trends, plan performance, and renewal projections.
- Lead marketing, RFP, and carrier negotiation processes.
- Present recommendations around plan design, funding arrangements, and cost-containment strategies.
- Stay current on industry trends, regulatory changes, and emerging benefits solutions.
Business Development & Growth
- Identify opportunities to expand existing client relationships and introduce additional solutions.
- Generate new business opportunities through referrals, networking, and industry relationships.
- Lead discovery meetings, proposals, and presentations with prospective clients.
- Collaborate with leadership on business development and growth initiatives.
- Take ownership of portfolio performance, revenue growth, and client retention.
Operational Collaboration
- Work closely with internal service teams to ensure effective implementation, renewals, and ongoing administration.
- Coordinate with insurance carriers, third-party administrators, and industry partners.
- Maintain accurate client documentation and CRM records.
- Identify opportunities to improve processes and overall client service delivery.
Qualifications & Experience
- 5+ years of experience in group benefits account management, consulting, or advisory services.
- Proven experience managing employer-sponsored group benefits plans and client relationships.
- Strong understanding of group insurance products, plan design, funding arrangements, and renewal processes.
- Experience with carrier negotiations, RFPs, and benefits program analysis.
- Excellent relationship management, communication, and presentation skills.
- Strong analytical skills, including claims analysis and renewal evaluation.
- Commercially minded with an ability to identify opportunities for client retention and revenue growth.
- Relevant insurance licensing or designations such as CEBS or GBA are considered assets.
- Experience within an independent benefits brokerage or consulting environment is preferred.
What We're Looking For
- A relationship-focused professional who enjoys building trusted, long-term client partnerships.
- Someone proactive and commercially minded who can identify opportunities to grow existing relationships.
- A strong communicator who can translate complex benefits information into practical recommendations.
- An individual who takes ownership, works collaboratively, and thrives in a client-focused consulting environment.
What’s Offered
- Competitive compensation aligned with experience and performance.
- The opportunity to manage and grow an established portfolio of clients.
- A collaborative, entrepreneurial environment with direct access to leadership.
- Exposure to diverse industries and complex group benefits programs.
- The opportunity to influence benefits strategies and deliver meaningful outcomes for employers and their employees.
- Long-term professional development and career growth opportunities within a growing independent consulting firm.
