Account Executive, Group Benefits

Socket.dev; Toronto; Hybrid; CAD 71,000 - 118,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off - vacation and volunteer days

Financial Security - pension and share

Job summary

Canada Life is seeking an Account Executive to maintain relationships with Benefits Consultants and group policyholders, drive new business, and manage in-force portfolios. You will lead the sales process, handle renewals, and collaborate with partners to exceed sales and retention targets.

The role requires 5+ years in group insurance, bilingual communication, and strong analytical and interpersonal skills. This is a hybrid role with travel for in-person meetings.

Qualifications

• 5+ years of group insurance experience and knowledge of group life, healthcare, disability insurance, and underwriting.
• Excellent communication in English and French with presentation skills.
• Strong mathematical and analytical abilities.

Responsibilities

• Manage a block of in-force large and/or complex group benefits clients.
• Develop and maintain relationships with consultants and clients to generate business.
• Lead the sales process from RFP to finalist presentation.
• Handle annual renewals, financial reports, and related duties.
• Collaborate with internal partners to exceed service and sales targets.

Skills

Group insurance

Bilingual English/French

Mathematical skills

Innovative solutions

Sales experience

MS Office

Education

Undergraduate diploma or equivalent

Tools

Word

Excel

PowerPoint

Job description

Base + Comm

-

The Account Executive will be responsible for the maintenance of productive relationships with Benefits Consultants and group policyholders, new business sales, and management of accounts of an in‑force business portfolio. The successful candidate will work with a team to reach or exceed the objectives–sales, profitability, renewal, and persistency targets–set by management. The management of those targets requires great decision‑making ability, initiative, and creativity within a team.

What you will do

• Manage a block of in-force large and/or complex Group Benefits clients
• Develop and maintain relationships with consultants and clients, 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, financial reports, etc.
• 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 ofgroup insurance experience and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting
• Excellent communication skills, ideally both spoken and written in both French and English 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 in-person meetings, 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 $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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

#LI-Hybrid