Account Executive

Sun Life; Kitchener; Hybrid; CAD 78,000 - 128,000; Full time

Job summary

A leading financial services firm located in Kitchener is seeking an Account Executive to manage a portfolio of Group Benefits clients. The role requires strong client relationship skills, analytical problem-solving, and over 10 years of experience in Group Benefits. Successful candidates will excel in managing client needs and delivering tailored solutions. This position offers competitive salary and hybrid work flexibility.

Benefits

Continuous learning opportunities

Flexible work environment

Professional development

Diversity and inclusion initiatives

Qualifications

• 10+ years experience in Group Benefits in a similar role.
• Knowledge of the group benefits industry.
• Understanding of underwriting processes and profit drivers.
• Ability to manage a flexible work schedule.

Responsibilities

• Grow the portfolio and provide overall client support.
• Understand client’s changing needs and provide benefits advice.
• Provide sound financial management and facilitate product additions.
• Pro-actively manage projects and present to clients regularly.

Skills

Client relationship management

Analytical and problem solving

Communication skills

Presentation skills

Organizational skills

Education

Certified Employee Benefit Specialist (CEBS)

Job description

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You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description :

The National Accounts, Managing Account Executive is responsible for a portfolio of Group Benefits' clients wherein they convert client needs and issues into opportunities to introduce solutions. Your ability to negotiate, collaborate and work in partnership with your client team and other internal stakeholders to deliver the best solutions to meet client needs will allow for the solutions brought forth to actually help our clients achieve their business, employment and financial goals. The work of the Account Executive aligns closely with our purpose at Sun Life, that is, they take an active role in helping our Clients achieve lifetime financial security and live healthier lives. The current Account Executive position will manage a $150 million block of medium and large group benefits clients with varying complexity.

What will you do :

• Foster and maintain excellent client and consultant relationships
• Grow the portfolio on a profitable basis and provide overall client support for the organization, analyze, present and negotiate annual renewal actions
• Understand the client’s changing needs, provide benefits advice and keep customers informed of changes that impact benefit plans and Sun Life's value proposition, products and services
• Provide sound financial management and facilitate the addition of products and services to existing clients that aligns with their goals and needs
• Pro-actively manage projects, host and present to clients on a regular and frequent basis to establish strong relationships
• Provide resolution to issues presented by internal stake holders, clients and consultants with respect to the block of business being managed

What do you need to succeed :

10+ years experience in Group Benefits in a similar role

Knowledge of the group benefits industry including concepts, both generic and particular to Sun Life

Knowledge of group insurance financial management and technical arrangements of plan funding and design (insured, refund, ASO, pooling)

Client relationship management skills and principles, active listening, pro active inquiry and anticipation of broader needs

Understanding of underwriting processes and profit drivers for group benefits

Knowledge of benefit management processes, systems, guidelines, capabilities, standards and practices

Analytical and problem solving skills

Communication skills both internally and externally

Ability to manage a flexible work schedule

Presentation skills and superior organizational skills for managing large client portfolio

Completed and Certified Employee Benefit Specialist (CEBS) is an asset

Unique requirements :

Valid driver's license and ongoing access to a vehicle

What’s in it for you :

An environment of continuous learning and improvement, which supports your ongoing involvement in professional development and group industry events

In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers.

We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

Fluid workspaces where you can choose from a variety of workstations, offices and collaboration zones based on your daily needs.

Agile behaviours, faster decisions and learning as we go.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range :

78,000 / 78 000 - 128,000 / 128 000

Job Category : Sales - SIP

Posting End Date : 08 / 08 / 2025

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Financial Services and Insurance

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