Account Executive

Sun Life Financial; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading benefits provider in Toronto is seeking a Managing Account Executive to oversee a $150 million portfolio of Group Benefits clients. This role requires over 10 years of experience in the industry, strong client relationship management skills, and the ability to communicate complex solutions effectively. The company is known for its commitment to sustainable practices and has been recognized as one of the best workplaces in Canada.

Benefits

Continuous learning and professional development

Fluid workspaces for daily needs

Recognition as a top sustainable company

Qualifications

• 10+ years experience in Group Benefits in a similar role.
• Knowledge of the group benefits industry and financial management of plan funding.
• Understanding of underwriting processes and profit drivers for group benefits.

Responsibilities

• Manage a portfolio of Group Benefits' clients and convert needs into solutions.
• Maintain client and consultant relationships, analyzing and negotiating renewals.
• Pro-actively manage projects and present to clients frequently.

Skills

Client relationship management

Analytical skills

Communication skills

Presentation skills

Education

Completed and Certified Employee Benefit Specialist (CEBS)

Job description

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 basedon your daily needs.

Agile behaviours, faster decisions and learning as we go.