Account Director, Group Insurance Montreal Office 37.5 h/week Minimum 15 years of experience Gr[...]

AGA Financial Group inc.; Montreal (administrative region); On-site; CAD 95,000 - 118,000; Full time

Job summary

A financial services company in Montreal seeks an experienced professional with a strong background in group insurance. The ideal candidate will manage client relationships, lead renewal processes, and participate in business growth initiatives. With a requirement of at least 15 years of experience in advisory roles and a valid group insurance license, this role also emphasizes bilingualism in English and French. The company values professional integrity and is committed to a supportive work environment.

Qualifications

• Minimum 15 years of relevant experience in group insurance and advisory roles.
• Hold a valid group insurance license and a group annuity license (an asset).
• Ability to handle confidential information with discretion.

Responsibilities

• Deliver outstanding client service by presenting insurance renewal terms.
• Build and maintain relationships with client groups and broker partners.
• Lead the renewal process and prepare relevant recommendations.

Skills

Bilingualism (English and French)

Proven leadership

Strong organizational skills

Excellent interpersonal skills

Strong communication skills

Education

University degree in administration or actuarial science

Job description

Annual salary $95,000 – $118,000 (before bonus & commissions)

Minimum 15 years of experience

Group insurance license from the AMF

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!
Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment. Discover why working at AGA Benefit Solutions is so rewarding by visiting our Career page .

Your mandate will consist in:

Your mandate will be to deliver outstanding client service, notably by presenting group insurance renewal terms, leading training sessions and information meetings, and conducting courtesy visits to support group administrators in resolving issues. You will also play a key role in contributing to the development of new business opportunities. Read on to discover the skills and qualifications needed to succeed at AGA!

Your main tasks will include:

Client and Partner Management

• Build and maintain strong relationships with client groups and broker partners through regular interactions and personalized support;
• Act as a trusted advisor by clearly explaining insurance coverage in one‑on‑one meetings or group presentations;
• Represent the organization at conferences, seminars, and training events, and share key takeaways internally;
• Support partners in resolving issues and actively contribute to the development of new business opportunities.

Coordination and Technical Expertise

• Lead the renewal process: prepare, analyze, and present relevant recommendations within established timelines;
• Coordinate the onboarding of new groups, transfers, and enrollment campaigns while ensuring thorough follow‑ups;
• Collaborate closely with internal teams to ensure smooth operations across sales, administration, and service;
• Support advisors with the administrative and technical follow‑up of their files.

Growth and Continuous Improvement

• Actively participate in sales meetings and contribute to business growth;
• Promote the company’s products and solutions and identify development opportunities;
• Gather field insights and recommend improvements to optimize services, processes, and offerings;
• Take on any other related responsibilities contributing to the success of the team.

Required Qualifications:

• University degree in administration, actuarial science, or equivalent education;
• Minimum of 15 years of relevant experience in group insurance and advisory roles;
• Hold a valid group insurance license;
• Hold a valid group annuity license (an asset);
• Bilingualism (English and French), both spoken and written (Proficiency in both English and French is essential to analyze and understand contractual documents, brochures, and communications originating from internal and external sources, often written in either language. It is also required to provide telephone and email support to French speaking clients across Canada and to interact effectively with colleagues located outside the province);
• Proven leadership and strong ability to mobilize and influence others;
• Strong organizational skills, ability to manage multiple priorities, and team‑oriented mindset;
• Excellent interpersonal skills;
• Strong verbal and written communication skills;
• Sound judgment, integrity, and professionalism;
• Ability to handle confidential information with discretion.

Are you inquisitive, self‑reliant and unafraid of the unknown?

We are interested in meeting you! Apply now and we will contact you if your application is retained for the next step of our recruitment process.

AGA welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.