Associate Group Account Executive

Equitable; Ottawa; Hybrid; CAD 52,000 - 74,000; Full time

Benefits offered by this job

Career growth

Incentive pay

Pension

Volunteer day

Dress for your day

Job summary

Equitable is seeking an Associate Group Account Executive to support Group Account Executives and gain experience in proposals, renewals, client management, advisor relationships, and the full group benefits lifecycle. The role is remote with possible in-person work in Waterloo, ON, and travel for sales as needed.

You will collaborate with advisors, clients, underwriting teams, and internal stakeholders to move from quote to renewal while developing the technical expertise and relationship

Qualifications

• 2+ years of experience in sales or service, group benefits, financial services, insurance, or related field.
• Strong written and verbal communication skills with the ability to collaborate across teams.

Responsibilities

• Support qualification of new business opportunities by reviewing specifications, gathering required information, tracking due dates, and qualifying advisor and client leads.
• Coordinate and prepare new business proposals, ensuring all documentation is accurate, complete, and delivered on schedule.
• Manage and support the end-to-end quote process by collaborating with underwriting and internal teams to develop competitive solutions.
• Prepare proposal summaries, comparisons, presentations, and other materials to support Group Account Executives and advisors during the sales process.
• Assist with renewal activities by compiling experience reports, financial data, plan details, renewal documentation, rate comparisons, and client-facing materials.
• Monitor renewal and amendment timelines, support ongoing plan changes, provide amendment opportunities, and conduct mid-year claims report analysis.
• Serve as a key point of coordination between Group Account Executives, advisors, clients, and internal stakeholders.
• Maintain accurate CRM records, support reporting and file management, and contribute to process improvements.

Skills

Sales experience

Client management

Communication skills

Organizational skills

Growth mindset

Tools

CRM software

Job description

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you.

Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

As an Associate Group Account Executive (AGAE), you'll play a key role in supporting Group Account Executives while building the skills and experience needed to progress into a Group Account Executive position. This development-focused opportunity provides hands-on exposure to proposals, renewals, client management, advisor relationships, and the full group benefits lifecycle. Working closely with advisors, clients, underwriting teams, and internal stakeholders, you'll help ensure business moves seamlessly from quote to renewal while developing the technical expertise and relationship management skills required for long-term success.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements:

You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

What you’ll do:

• Support the qualification of new business opportunities by reviewing specifications, gathering required information, tracking due dates, and qualifying advisor and client leads.
• Coordinate and prepare new business proposals, ensuring all documentation is accurate, complete, and delivered on schedule.
• Manage and support the end-to-end quote process by collaborating with underwriting and internal teams to develop competitive solutions.
• Prepare proposal summaries, comparisons, presentations, and other materials to support Group Account Executives and advisors during the sales process.
• Assist with renewal activities by compiling experience reports, financial data, plan details, renewal documentation, rate comparisons, and client-facing materials.
• Monitor renewal and amendment timelines, support ongoing plan changes, provide proactive amendment opportunities, and conduct mid-year claims report analysis to help advisors and clients meet their business objectives.
• Serve as a key point of coordination between Group Account Executives, advisors, clients, and internal stakeholders by responding to inquiries, supporting service requests, and participating in client and advisor meetings.
• Maintain accurate CRM and internal system records, support reporting and file management activities, contribute to process improvements, and ensure professional, high-quality deliverables across all client interactions.

What you’ll bring:

• 2+ years of experience in sales or service, group benefits, financial services, insurance, or a related field.
• Strong organizational and time management skills, with the ability to effectively manage multiple priorities and deadlines.
• Exceptional attention to detail and a commitment to delivering accurate, high-quality work.
• Excellent written and verbal communication skills, with the ability to collaborate effectively across teams and build strong relationships.
• A proactive, curious, and growth-oriented mindset with a genuine desire to learn, develop, and take ownership of outcomes.
• Strong problem-solving abilities and the confidence to work in a fast-paced, team-oriented environment.
• An interest in building a long-term career in group benefits and sales, including learning technical aspects such as pricing, underwriting, plan design, and renewal strategy.
• A desire to develop into a future Group Account Executive, with readiness to take on advisor relationship ownership, manage a portfolio of inforce business, support new business sales activities, and contribute to strategic account management.

What’s in it for you:

• Career Growth: Regular learning sessions and developmentopportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pensionmatching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a \"dress for your day\" approach.

We’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail]. We’re happy to help.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. This position is open and we are excited to find the right person to join our team.Your base pay will be based on your skills, qualifications, experience and education.

At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.

As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.

Reports To: Group Sales Vice President, East

Department: Group - East

Term: Permanent Full-Time