Account Manager, Benefits & Retirement (4930)

Job Posting

Account Manager, Benefits & Retirement
Organization:  Hillcrest Financial
Province:  Alberta
Location:  Calgary
 
 
Description:

Account Manager, Benefits & Retirement

About Hillcrest:

Hillcrest represents a fresh way of delivering benefit and retirement consulting services. We are recognized by our clients and industry partners for our analytical and technical expertise. We take a personal approach; placing tremendous importance on getting to know our clients so we can create benefit plans that fit - smart benefits. We believe strongly in principles like integrity, loyalty, surprising service and above all, care. Our clients’ problems are our problems. With care, transparency, and expert analysis we support our clients as they make the most of life and work. Together, we grow, learn and continue to do benefits and retirement consulting better.

Position:

We are looking for an Account Manager to join our team to help manage our growth while maintaining the level of care that makes us unique. At Hillcrest no job is too grand or too menial; the team works closely together, and we don’t let our egos get in the way. Your opinion matters here, and we will make sure you aren’t too busy to be creative and provide exceptional customer care.

Responsibilities:

  • This is a full-time position that involves a diverse range of work and opportunity. The scope of responsibilities would include:
  • Assist with the oversight, care and attention for clients – being proactive and solving problems as they arise
  • Together with your team, ensure that the Hillcrest Service Agreement is delivered
  • Assist with the delivery and presentation of quarterly reports, renewals, employee meetings, special projects and retirement/pension plan governance
  • Quarterback special projects, such as marketing exercises, surveys, market research, and communication pieces
  • Support new business initiatives including creation of marketing specifications, reviewing carrier proposals and providing recommendations to clients and prospective clients
  • Assist with operations of the firm including luncheon seminars, social media, and representing Hillcrest to our clients, insurers and industry partners
Requirements:

Qualifications and Experience:

The successful candidate will have/be:

  • A high degree of focus, persistence and follow through
  • Detail oriented, analytical, technical, and particular
  • Able to juggle many projects and prioritize as needed
  • Excellent communication skills – both written and verbal
  • Proficient in Word, Excel, PowerPoint. Experience in Publisher is an asset.
  • Benefit and Retirement experience is an asset, but if you are the right person we can teach you
  • Ability to travel, including the occasional early morning or evening meeting
  • An excellent sense of humor
  • Cheerful and professional
  • Desire to thrive in a close-knit team

What we offer:

  • Competitive salary, bonuses, and holidays
  • Comprehensive benefits plan
  • Gym membership
  • Parking / Cell Phone
  • Education subsidies and time off to study
  • A team that values work-life balance
  • Flexible working arrangements

To apply, send your cover letter, resume and results of your Strengths Finder Assessment to Dave Ericson at: dave@hillcrest-financial.com 

The Strengths Finder Assessment can be found at: https://www.gallupstrengthscenter.com/product/en-us/10108/top-5-cliftonstrengths-access