Account Manager, Life and Health Insurance

Desjardins Financial Security; Lévis; Hybrid; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation to start

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment

Health and wellness expenses reimburse

Job summary

Desjardins is seeking a life and health insurance account manager in Lévis, Quebec, to serve and develop relationships with members and licensed intermediaries. You will sell life and health products across individual and group insurance, retirement plans, and related services, tailoring solutions to client needs.

You will identify opportunities, negotiate terms, and help drive sales objectives while upholding Desjardins’ standards.

Qualifications

• Bachelor's degree in a related field is required.
• At least four years of relevant experience.
• Holder of the representative's certificate in Insurance of persons.
• Knowledge of French is required.
• Intermediate knowledge of English due to duties or tools and interactions with English-speaking partners.

Responsibilities

• Help set sales objectives and develop action plans based on the business plan.
• Create the right conditions to meet targets.
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms.
• Monitor the industry to identify business development opportunities.
• Take an active role in public relations activities and maintain a presence in the business community.

Skills

Customer focus

Interpersonal savvy

Drive results

Action oriented

Communicates effectively

Nimble learning

Education

Bachelor's degree in a related field

Representative's certificate in Insurance of persons - Autorité des marchés financiers

Job description

As a life and health insurance account manager, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients via licensed intermediaries representing policyholders. You help sell life and health insurance products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance, and life and health insurance claims settlements. Working with licensed intermediaries, you develop and maintain business relationships with members, clients, businesses, associations and groups to ensure they are getting the most of their products and services and are fully satisfied with them. You drive results to actively help your unit achieve its sales and business development objectives. You are responsible for accounts with significant development potential for your sector. You work with clients with complex, diverse needs. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist clients and practitioners. You represent Desjardins and enter the organization into important agreements with clients. Working with licensed intermediaries, you also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

Key Responsibilities

• Help set sales objectives and develop action plans based on the business plan.
• Create the right conditions to meet targets.
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms.
• Monitor the industry to identify business development opportunities.
• Take an active role in public relations activities and maintain a presence in the business community.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Hold the representative's certificate in Insurance of persons - Autorité des marchés financiers
• Knowledge of French is required
• Intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Must have a valid driver's license and access to a vehicle
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.