Account Executive, Group Benefits

Canada Life; Charlottetown; On-site; CAD 60,000 - 110,000; Full time

Job summary

Canada Life is seeking an Account Executive (Large Group) to manage a complex in-force portfolio and drive productive relationships with Benefits Advisors and group policy holders. You will lead the sales process from RFP to finalist presentations and handle annual renewals, while coordinating with internal teams to exceed service levels.

We value strong communication, solid mathematical skills, and proven sales ability. A valid driver's license is required due to travel.

Qualifications

• 5+ years of experience in group insurance and underwriting
• Strong communication skills, both spoken and written
• Proficiency with Word, Excel and PowerPoint

Responsibilities

• Support a block of in-force large and/or complex Group Benefits clients
• Develop and maintain relationships with consultants and plan sponsors
• Lead the sales process from RFP to finalist presentation
• Perform duties related to account management including annual renewal
• Address unusual or delicate claims and make decisions with Field Management input
• Establish and maintain relationships with internal partners
• Collaborate with service counterparts to exceed customer service needs
• Promote additional products and services to enhance client retention
• Achieve annual sales, persistency, in-force growth and profitability targets

Skills

Group benefits knowledge

Excellent communication

Mathematical skills

Sales ability

Driver's license

Education

Undergraduate diploma or equivalent

Tools

Word

Excel

PowerPoint

Job description

Base + Comm

The Account Executive (large group) will play a critical role in both maintaining a complex in-force portfolio and driving productive relationships with Benefits Advisors and group policy holders. 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

• Support a block of in-force large and/or complex Group Benefits clients
• Develop and maintain relationships with consultants and be attentive to their needs so that they are excited to do business with Canada Life
• Lead the sales process from request for proposal to finalist presentation
• Perform all duties related to the management of accounts assigned, in particular financial duties such as annual account renewal
• Solve problems related to unusual or delicate claims and address financial matters for which guidelines are not available or act in cases where a decision must be taken after consultation with Field Management
• Establish and maintain good working relationships with internal partners
• Work collaboratively with respective service counterparts to ensure customer service needs are exceeded
• Promote additional products and services with consultants, plan sponsors, and service counterparts to enhance client retention
• Achieve annual sales, persistency, in-force growth, profit and other targets

What You Will Bring

• 5+ 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
• Ability to act quickly and put forward innovative solutions
• Ability to work in a fast‑evolving environment and adapt to growth and change
• 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
• Undergraduate diploma or equivalent

The base salary for this position is between $59,600 - $109,600 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.

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

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