Account Executive, Group Benefits

Canada Life; Calgary; On-site; CAD 71,000 - 118,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Community Focus

Job summary

Canada Life is seeking an Account Executive to drive growth in the Group Benefits portfolio. The role focuses on expanding relationships with Benefit Advisors and policyholders, acquiring new business and managing an in‑force book while meeting sales, profitability, renewal, and persistency targets.

The successful candidate will collaborate across teams to support the sales process from quote to renewal, solve complex problems, and contribute to Canada Life's market strengths and advisor

Qualifications

• 3+ years of experience in group insurance and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting.
• Excellent communication skills, both spoken and written with an enthusiasm for doing presentations
• Undergraduate diploma or equivalent ideal

Responsibilities

• Develop deep rooted business relationships with both current and new Benefit Advisors, to achieve annual sales, persistency, retention, and other targets
• Focus on relationship management both internally and externally
• Work closely with Benefit Advisors throughout the sales process and life cycle of a policy. From time of quote and/ or presentation, to time of sale and renewal
• Ability to problem solve a variety of items from customer satisfaction to large financial decisions
• Assist in the development of Benefit Advisors. Inclusive but not limited to, product and financial arrangement knowledge, Canada Life specific products and market strengths, and business solutions

Skills

Group benefits

Relationship management

Sales experience

Communication skills

Excel/PowerPoint

Driver's license

Underwriting knowledge

GBA/CEBS asset

Education

Undergraduate diploma

Tools

Word

Excel

PowerPoint

Job description

Base + Comm

As an Account Executive the successful candidate will be focused on the growth of their Group Benefits block. This will include business development activities such as the maintenance and further development of productive relationships with Benefits Advisors and group policy holders, acquisition of new business and new advisory relationships, and management of accounts of an in‑force business portfolio. The business development tasks will provide an opportunity for the candidate to work with a dynamic team to reach or exceed the objectives–sales, profitability, renewal, and persistency targets.

What you will do:

• Develop deep rooted business relationships with both current and new Benefit Advisors, to achieve annual sales, persistency, retention, and other targets
• Focus on relationship management both internally and externally.
• Work closely with Benefit Advisors throughout the sales process and life cycle of a policy. From time of quote and/ or presentation, to time of sale and renewal
• Ability to problem solve a variety of items from customer satisfaction to large financial decisions.
• Assist in the development of Benefit Advisors. Inclusive but not limited to, product and financial arrangement knowledge, Canada Life specific products and market strengths, and business solutions

What you will bring:

• 3+ years of experience in the field of group insurance and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting
• Excellent communication skills, both spoken and written with an enthusiasm for doing presentations
• Excellent mathematical skills
• Undergraduate diploma or equivalent ideal
• Ability to act quickly and put forward innovative solutions
• Ability to work across all financial arrangements and all case sizes
• Ability to work and adapt in a fast‑ paced and evolving environment
• Strong sales and interpersonal skills as well as motivation to achieve business objectives
• Knowledge of Word, Excel, and PowerPoint
• Valid driver’s license and vehicle, given the travel needs
• Designation of C.A.A.S. [certified group benefits advisor], GBA (Group Benefits Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset

The base salary for this position is between $70,500 - $117,500 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.