Account managers, Life and health insurance

Desjardins; Montreal West; On-site; CAD 65,000 - 123,000; Full time

Job summary

A leading company in the banking sector is seeking an Account Manager in Life and Health Insurance. This role focuses on building relationships with clients and sales of insurance products. Ideal candidates have strong interpersonal skills, a related degree, and relevant experience in a similar role. The position offers a competitive salary, flexible vacation time, and a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of four years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Develop and maintain business relationships with clients through licensed intermediaries.
• Recommend sales strategies and prioritize objectives.
• Identify and analyze client needs to provide custom solutions.

Skills

Effective communication

Interpersonal savvy

Results-driven

Education

Bachelor's degree in related field

Job description

Account managers, Life and health insurance

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Account managers, Life and health insurance

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Required

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 multiple 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 settlement.vWorking with licensed intermediaries, you develop and maintain important business partnerships with individuals, 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 by actively helping your unit achieve its sales and business development objectives. You are responsible for accounts with considerable development potential for your sector or the organization. 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 the organization and your line of business. You lead and serve as specialist and resource person for clients and practitioners. You represent Desjardins and enter the organization into important agreements with clients. Working with licensed intermediaries, you also have leeway and many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Recommend sales priorities, objectives and strategies. Prepare action plans based on the business plan and 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.
  
  

Required

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 multiple 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 settlement.vWorking with licensed intermediaries, you develop and maintain important business partnerships with individuals, 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 by actively helping your unit achieve its sales and business development objectives. You are responsible for accounts with considerable development potential for your sector or the organization. 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 the organization and your line of business. You lead and serve as specialist and resource person for clients and practitioners. You represent Desjardins and enter the organization into important agreements with clients. Working with licensed intermediaries, you also have leeway and many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Recommend sales priorities, objectives and strategies. Prepare action plans based on the business plan and 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
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
  
  

Communicates effectively, Drive results, Interpersonal Savvy

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Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-06-29

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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