Account Executive, National Accounts

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

Benefits offered by this job

Education reimbursement

Health benefits

Mental health benefit

Volunteer day

Pension plan

Share ownership program

ERGs and mentorship

Job summary

Canada Life in Ottawa is seeking an Account Executive to maintain relationships with Benefits Consultants and group policyholders, drive new business, and manage an in-force portfolio. You will lead the sales process from RFP to finalist presentation, oversee renewals and financial reports, and collaborate with internal partners to exceed targets.

Ideal candidates have 5+ years in group insurance, strong bilingual communication, and solid proficiency with Word, Excel, and PowerPoint.

Qualifications

• 5+ years of group insurance experience
• Reliability Status Security Clearance required upon offer
• Excellent communication in French and English
• Excellent mathematical skills
• Ability to lead sales processes and solve problems
• Proficient with Word, Excel, PowerPoint; valid driver’s license

Responsibilities

• Manage a block of in-force large group benefits clients
• Develop and maintain relationships with consultants and clients
• Lead the sales process from RFP to finalist presentation
• Oversee annual renewals and financial reports
• Address complex claims and financial matters with guidance from Field Management
• Collaborate with internal partners to exceed service targets
• Promote additional products to enhance client retention
• Achieve sales, persistency, growth, and profitability targets

Skills

Sales skills

Communication skills

Bilingual (French & English)

Mathematical skills

Interpersonal skills

Education

Undergraduate diploma or equivalent

CAAS / GBA / CEBS designation (asset)

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 of group insurance experience and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life.
• 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’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

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 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.