Account Executive - PPF Benefits & Retirement

Ppf-Group; Ottawa; On-site; CAD 75,000 - 85,000; Full time

Job summary

PPF Benefits & Retirement Inc. in Nepean, Ontario is seeking an Account Executive to drive new business, nurture client relationships, and deliver tailored group benefits solutions for businesses.

Reporting to the Vice President, you will combine strategic thinking with hands-on sales to grow our client base, manage renewals, and collaborate with underwriting and client experience teams. A results-driven, client-focused mindset is essential in our fast-paced environment.

Qualifications

• Experience in group benefits and advisory sales.
• Strong client relationship development and management skills.
• Ability to develop strategic plans and manage renewals.

Responsibilities

• Contribute to strategic planning to achieve business goals.
• Identify revenue opportunities and threats to the business model.
• Manage client relationships and CRM records.
• Assist in executing compliance and client experience initiatives.
• Drive new client acquisition and renewals.

Skills

Sales & Relationship Management

Communication

Analytical Thinking

Organization & Time Management

Technical Proficiency

Tools

CRM tools

Benefits administration software

Job description

Account Executive - PPF Benefits & Retirement

Advisors Full Time Nepean, ON $75,000 - $85,000 CAD per year

PPF Benefits & Retirement Inc. has been growing steadily and is now seeking to dramatically accelerate growth. We are seeking a mission-focused, strategic, and results-oriented Account Executive with skills in developing strong, lasting relationships with new and existing clients.

We are a forward-thinking group benefits company dedicated to delivering tailored solutions and exceptional service to our clients. We believe in empowering businesses to support their teams through innovative benefits plans and expert advice. Our workplace values collaboration, adaptability, and a passion for creating meaningful client experiences.

We’re looking for a dynamic Account Executive to join our team. In this pivotal role, you’ll act as a trusted Group Benefits Advisor, responsible for driving new business, nurturing client relationships, and delivering exceptional service. This role combines strategic thinking, relationship management, and sales expertise to help businesses optimize their employee benefits.

If you’re a results-driven professional who thrives in a fast-paced, client-focused environment, we’d love to hear from you.

Overview

Reporting to the Vice President, the Account Executive will leverage business tools to support the identification of new opportunities and the development of sales concepts. The Account Executive will promote our value proposition, knowledge, and insights to client/client prospects. They will also leverage their ability to deeply understand a client/client prospect to recommend group benefit and pension solutions that help them to better meet the needs of the organization and its people.

The Account Executive should be adept at drawing lines of comparison between our differentiators and our client/client prospect’s pain points:

• Limited Plan Options
• Service Issues/Challenges
• Employee Needs
• Compliance & Regulation
• Relationship & Trust

RESPONSIBILITIES

Key Accountabilities include:

• Contribute to an annual strategic planning process to achieve the vision and goals set by the business
• Identify potential sources of revenue, threats and opportunities to our business model
• Manage internal processes and act as the key contact on the client relationship management tool
• Working with the Client Experience Team, assisting in executing the compliance program in the day-to-day office environment
• Drive new client acquisition
• Develop client attraction strategic plan
• Manage the block of business (renewals)
• Develop sources and prospects through referrals, cold-calls, and research
• Contribute to client attraction and retention activities (marketing, enhanced service opportunities) to achieve revenue goals
• Ensure client understanding by conducting effective insight captures to understand both the extent of their current coverage (if applicable) as well as what their business requires to achieve their short/medium/long-term goals, to ensure tailored solutions
• Obtain details that our underwriters may require, to issue a proposal or coverage
• Maintain superior client service, regular check-ins, and evaluation of needs
• Monitor client experience, respond to requests, mitigate challenges and remove roadblocks
• Work with all team members in a way that helps support the level of Client Service that our clients expect from us.
• Collaborate with other PPF Group team members to ensure a similar experience for all clients, across the PPF Group of companies
• Support new team members, leading by example and contributing to their continued success and achievement of individual and organizational performance goals

Client Accounts

• Strong focus on client retention
• Prioritize and maintain superior client service
• Partner with and educate advisors on sales concepts and strategies, as required
• Ensure client proposals are prepared for new business and renewal meetings
• Lead new business and renewal meetings with clients
• Be a key contact for any client complaints
• Ensure client solutions reflect their needs, with rates that are fair and reasonable

Client Education and Cross-Solutions Advisory

• Proactively educate clients on the full spectrum of PPF Group services and solutions that will help them address broader organizational needs and goals
• Identify opportunities to introduce PPF Group offerings that align with clients' needs, such as investment planning, family business advisory, and people solutions
• Act as a trusted advisor, fostering a holistic understanding of how our integrated solutions can enhance business performance and employee satisfaction
• Collaborate with internal specialists to provide clients with in-depth expertise in areas beyond group benefits, ensuring seamless delivery of all services

Successful and effective Account Executives in the group benefits space, have demonstrated a combination of the following Skills, Knowledge, and Behaviors:

Skills

Sales and Relationship Management

• Strong ability to build and nurture relationships with clients and prospects
• Expertise in consultative selling to identify client needs and tailor solutions to meet those needs

Communication

• Excellent verbal and written communication skills
• Adept at preparing/delivering/executing presentations, proposals, and client insight captures

Analytical Thinking

• Ability to analyze benefits plans, financial data, and market trends to make informed recommendations
• Problem-solving skills to address client challenges effectively

Organization and Time Management

• Skilled in managing multiple accounts and priorities while meeting deadlines
• Proficient in maintaining accurate and up-to-date records in CRM systems

Technical Proficiency

• Familiarity with benefits administration software, CRM tools, and productivity applications
• Competence in preparing data-driven reports and leveraging analytics tools

Knowledge

Group Benefits Industry

• Comprehensive understanding of group benefits products (e.g., health, dental, life insurance, disability, and wellness programs)
• Awareness of current trends and emerging solutions in the benefits landscape.

Insurance and Regulatory Environment

• Knowledge of provincial and federal regulations impacting benefits plans in Canada
• Familiarity with underwriting processes, claims management, and carrier practices

Complementary Business Areas

• Basic understanding of related areas, such as retirement planning, financial solutions, and People practices, to support cross-solution selling

Employee Needs

• Awareness of the evolving needs of diverse workforces, including mental health, wellness, and flexible benefits options

Behaviors

Client-Centric Mindset

• Focused on delivering exceptional client experiences and exceeding expectations
• Empathetic approach to understanding client challenges and goals

Proactive and Results-Driven

• Take initiative to identify new opportunities and pursue them with determination
• Goal-oriented with a strong drive to meet or exceed sales targets
• Thrives in a dynamic industry with frequent regulatory and market changes
• Open to learning and adopting new technologies and strategies
• Works effectively/collaboratively with internal teams, such as underwriting, marketing, and account management, to ensure seamless client support
• Builds strong partnerships with carriers and vendors to deliver optimal solutions

Integrity and Trust

• Upholds ethical standards, ensuring transparency and honesty in all client interactions
• Builds trust by consistently delivering on commitments and providing sound advice

Additional Requirements

• Thorough understanding of binding authority of contracted insurance carriers when binding coverage and ability to comply
• Knowledge of contracts and insurance terminology
• Valid Ontario driver’s license to travel to client sites as needed
• Maintaining up-to-date knowledge on company changes (e.g. portals, policies, risk tolerance, terminology)

WORKING CONDITIONS

Physical Effort

Majority of time is spent in a comfortable position and most activities require a variety of easy muscle movements. Sustained keyboarding with a required ability to sit for extended periods of time

Physical Environment

Environment has only occasional exposure to mild unpleasant or disagreeable conditions with remote possibility of accident or health hazards. Regular travel for business and client meetings required.

Sensory Attention

Work activities involve need to concentrate for intermediate durations and close attention several times daily. Excellent reading comprehension of printed and electronic text required.

Mental Stress

Fast-paced work environment with occasional exposure to one or more mental pressures (e.g. deadlines, needs for accuracy, potentially difficult clients or situations).

Please note: The above statement reflects the general details considered necessary to describe the principal functions of the job identified and shall not be considered as a conclusive description of all work required in the position. This job description may be subject to change in order to meet organizational, client or operational requirements.