Account Manager

What You Will Do

• Identify, pursue, and secure new business opportunities in the assigned territory
• Develop and execute individual business development plans to achieve revenue and growth targets
• Build and maintain a strong network of prospects, referral partners, and industry contacts
• Generate qualified leads through networking, industry events, referrals, and prospecting activities
• Conduct client discovery meetings to understand business needs and recommend appropriate solutions
• Prepare and deliver compelling proposals, presentations, and service agreements
• Lead contract negotiations and successfully close new business opportunities
• Maintain an active sales pipeline and provide accurate forecasts and updates
• Manage and grow a portfolio of existing clients
• Build trusted advisor relationships with clients by understanding their business objectives and workforce challenges
• Conduct regular client meetings and business reviews to ensure service satisfaction and identify opportunities for growth
• Act as the primary point of contact for client inquiries and escalations
• Collaborate with internal subject matter experts to deliver high-quality solutions and exceptional client service
• Identify opportunities to cross-sell and upsell additional Xpera services
• Develop strong partnerships with internal teams to support client acquisition and retention
• Represent Xpera at industry events, trade shows, conferences, and networking functions
• Maintain market awareness of industry trends, client needs, and competitive offerings
• What You Will Bring:
• Post secondary education in business, commerce, or a related field
• Intermediate to Senior level experience in B2B sales and account management, ideally within the insurance industry
• Strong understanding of sales strategies, processes, and the full sales cycle
• Provide ability to build credibility and maintain strong relationships with clients and stakeholders at all levels, including senior executives
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint
• CIP, CFE, CRM, or CSP designation are assets
• Demonstrated success in achieving sales targets, generating referrals, and maintaining a robust pipeline of qualified prospects
• Proactive and solutions-oriented, with the ability to identify opportunities and improve the referrals process
• Strong written and verbal communication, presentation, and negotiation skills
• Experience using CRM systems to manage sales activities and track performance and dedication to data hygiene
• Highly organized, self-motivated, and able to manage priorities and deadlines independently
• Strong analytical skills with the ability to interpret data, monitor market trends, identify opportunities, and drive results
• Ability to communicate complex information clearly to diverse audiences
• Collaborative team player with a strong focus on building internal and external partnerships
• Strong understanding of the insurance claims and investigations
• Ability to analyze and leverage KPIs to support business growth
• Active user of social media as a business development and relationship-building tool
• Demonstrated adaptability, continuous learning mindset, and commitment to professional growth
• We serve a diverse population across Canada and are committed to reflecting that diversity within our workforce. At Xpera, every employee is encouraged to bring their authentic self to work.
• We welcome and encourage applications from people with disabilities. Candidates may request accommodations at any stage of the recruitment and assessment process.
• In accordance with Human Rights and Accessibility legislation, Xpera is an equal opportunity employer dedicated to an inclusive, barrier-free recruitment experience. Applicants should notify Human Resources if they require any accommodations during the process.
• Unsolicited Outreach Statement – Recruitment Agencies:
• Xpera Risk Mitigation & Investigation will not accept unsolicited resume submittals from third-party recruiters and hereby request agencies to not contact Xpera employees or managers directly to present candidates. Be advised Xpera will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume and will consider any unsolicited resumes forwarded public information. Xpera welcomes resumes submitted directly from candidates.
• #INDXPERA