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Sterling Brokers

Technology-driven administration of employee benefits.

Executive Account Manager

Account ManagementUpdated on Nov 13
Full-timeRemote in Canada

About the Job

Requirements

  • Candidates should have 3–5 years of relevant group benefits experience; the posting presents this as an ideal profile rather than a strict minimum.
  • Expertise in plan design, benefits analysis, claims management, client relationship management, and sales.
  • A valid Life and Accident & Sickness Insurance License and a valid LLQP license, with active Errors & Omissions coverage in the province or provinces where the candidate practices; the license and sponsorship must remain current and in good standing.
  • Experience working with enterprise-level clients with 500 or more employees.
  • Proficiency with Microsoft 365, Slack, Salesforce, AI-powered tools and applications, and other relevant business platforms.
  • Candidates must reside in Alberta or British Columbia and be licensed to practice in the relevant province.

Responsibilities

  • Manage business reviews for assigned clients, including analysis of employee benefits claims experience and overall plan health.
  • Deliver annual renewal analysis, recommendations, and reporting.
  • Manage escalated issues related to employee benefit plan members in collaboration with the Client Services team.
  • Conduct regular follow-up and relationship management meetings with client plan administrators to ensure satisfaction and identify growth opportunities.
  • Collaborate with Sales and Implementation teams to support the successful onboarding of new clients added to the portfolio.
  • Participate in regular one-on-one meetings with the manager and team.
  • Contribute expertise to cross-functional projects and collaborative initiatives.

Desired Qualifications

  • Experience working in both sales or producer and service or client management capacities.
  • Licensing in multiple provinces is welcomed.

About the Company

Sterling Brokers

Technology-driven administration of employee benefits.

Sterling Capital Brokers provides employee benefits and insurance administration in Canada, including group insurance, third-party administrator (TPA) services, and group retirement risk management. It uses a proprietary insurtech-driven platform to handle plan selection, enrollment, and deduction management, plus ongoing administration and risk management. It differentiates itself with the platform, a commission-based model that reduces direct client fees, and a broad suite of services including corporate advisory and fixed income/brokerage. Its goal is to deliver efficient, technology-enabled benefits administration for Canadian employers and offer a cost-effective alternative to traditional brokers, supported by scale and a broad financial services offering.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
2014

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