Senior Account Manager - LTD

Posted 18 Hours Ago
Be an Early Applicant
Waterloo, ON
Senior level
Edtech
The Role
The Senior Account Manager will oversee client relationships for the Self-Insured LTD product portfolio, supporting stakeholders by managing account strategies, conducting reviews, and leading governance meetings. The role also involves business development and collaboration with marketing teams to enhance the services offered, while addressing local issues impacting service delivery.
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Company Description

Who We Are

With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us.

At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization: they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits support and service.

Job Description

What You’ll Do:

Reporting to the Vice President, Client Relations, you’ll be the primary source of expertise for our stakeholders and clients with respect to our Self-Insured LTD product portfolio. The incumbent collaborates with internal service and operational teams to ensure the delivery of superior customer service and meaningful engagement with local affiliate leaders and plan sponsors.

The core parts of your role will be to: 

  1. Supporting Stakeholders and Plan Sponsors – 75%
    • Establish and maintain productive and meaningful relationships with local affiliate representatives, plan sponsors and affiliate governance committees.
    • Prepare annual account management strategy for assigned block of accounts.
    • Coordinate and conduct regular, ongoing file review meetings with local leaders, board personnel and plan sponsors.
    • Coordinate and lead scheduled LTD governance committee meetings for assigned provincial affiliate(s).
    • Provide expertise and training to local affiliate leaders and representatives, plan sponsors and their staff to ensure clear understanding of provisions and administration practices of the Self-Insured LTD plan.
    • Provide support and expertise as required for member-level escalations in collaboration with Group Life and Disability Claims team.
    • Coordination and communication of annual Self-Insured LTD plan renewals for assigned affiliate plan(s) to locals and boards.
    • Preparation, presentation and negotiation of annual renewals for non-affiliate plan sponsors (either directly or through appointed Advisors).
    • Provide support to Premium Administration and Underwriting teams in ensuring proper administration of LTD program by boards.
  2. Business Development – 10%
    • Collaborates with OTIP leadership, local and board representatives and the Principal Consultant – Self-Insured Services in identifying and coordinating responses to opportunities for expansion of the OTIP Self-Insured LTD Plan.
    • Collaborates with OTIP’s Marketing and Business Development team to share intelligence and identify opportunities for cross-service.
    • Represent OTIP at industry and education sector conferences and events .
  3. Advance Organizational Understanding of Local Issues – 10%
    • Identify and report emerging local issues and trends that will impact current and future service requirements.
    • Identify and report on local political issues including turnover, potential moves from local to provincial leadership and issues that may negatively impact the OTIP brand.
    • Make recommendations as required for enhanced attention for specific leaders or locals to ensure positive perception of the OTIP brand.
  4. Other – 5%
    • Provide coverage for other Senior Account Managers (LTD/ELHT) as required.
    • Represent Client Relations on internal and external project teams and working groups as required.

Qualifications

Let’s Talk About You: 

This is the unique blend of skills and experience we would love to see in an ideal candidate:

  • An in-depth knowledge of group insurance products as demonstrated by a minimum of 7 years of experience in the industry.
  • Demonstrated expertise in long term disability plans.
  • Previous experience in a senior level account management role.
  • Previous experience working with union representatives at local, provincial and national levels.
  • Experience with benefits trusts or multiple-employer group benefits programs is an asset
  • Proven ability to determine business priorities, meet goals, manage high volumes of work and work collaboratively across multiple teams.
  • Demonstrated customer service skills.
  • Highly developed communication, presentation and negotiation skills.
  • Previous experience working in a distributed workplace environment.
  • GBA or CEBS accreditation are considered assets.

We also consider your potential. If you know you have what it takes to do the job, but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.

    Additional Information

    Some of the Perks We Offer:

    We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness supports to set you up for every success in and outside of work. Here are just some of the reasons you’ll love working here:

    • Rewarding salary and bonuses that truly value your dedication
    • Industry-leading group benefits with 100% premium coverage (excluding LTD) that start on your first day
    • Defined benefit pension plan for a financially confident retirement
    • 100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
    • Access to a wealth of learning resources, including LinkedIn Learning for professional development
    • Flexible work-from-home and hybrid options
    • Unlock your potential with opportunities for advancement

    Working Conditions:

    • A general office environment or distributed workplace (remote/work from home).
    • Extensive travel is required; a valid driver’s license and automobile are required.

    Let’s work together! If you are interested in this opportunity, please apply online.

    OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities.

    As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique.

    We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.

     #LI-Hybrid

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    The Company
    Waterloo, Ontario
    787 Employees
    On-site Workplace
    Year Founded: 1977

    What We Do

    At OTIP, we not only understand the education system, we believe in it. Owned by Ontario’s four education affiliates (AEFO, ETFO, OECTA and OSSTF) and directed by a Board of Trustees, OTIP was built on the belief that educators would be better served by a not-for-profit insurance advocate that was part of the teaching community. This remains our philosophy today. We are committed to providing insurance benefits that offer the very best value to our members. Our deep understanding of the education community enables us to provide personalized, high-touch service solutions that meet and exceed expectations. Today, OTIP has grown to over 600 employees and now provides a full range of group and individual insurance products to not only education employees, but other union organizations as well. OTIP believes in community from the inside out. We support the communities in which our members live and work through charitable programs such as the OTIP Bursary Program, OTIP Sponsorship of School Projects and Initiatives, OTIP Community Fund and OTIP Teaching Awards.

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