Group Benefits Account Executive

Canada Life

Ottawa

On-site

CAD 53,000 - 88,000

Full time

9 days ago
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Benefits offered by this job

Education reimbursement up to $2,000/€
Health & Wellness benefits
Volunteer day
Company-matching pension
Share ownership program
Employee recognition programs

Job summary

Canada Life is seeking an Account Manager in Ottawa to partner with brokers and drive quotes, renewals, and amendments for group benefit clients.

You will maintain advisor relationships, manage the end-to-end sales process, and develop plans to hit annual targets while collaborating with consultants, plan sponsors, and client teams. A strong background in benefits, pricing, and negotiations is essential.

Qualifications

  • Experience in group benefits/insurance and/or group life insurance, healthcare insurance, disability insurance, underwriting.
  • Excellent communication skills, both spoken and written.
  • Excellent mathematical skills.
  • Ability to act quickly and put forward innovative solutions.
  • Proven negotiation and public speaking skills.
  • 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, and flexibility to travel.

Responsibilities

  • Maintain and strengthen relationships with advisors to achieve annual sales targets
  • Manage the sales process from request for proposal to finalist presentation
  • Develop and implement business plans to achieve annual sales targets through new and existing client relationships
  • Work closely with consultants/advisors, plan sponsors, and client relationship staff to ensure client satisfaction through our new business implementation process
  • Work collaboratively with the Group Customer team to ensure Canada Life’s success in this market
  • Promote additional products and services with consultants/advisors, clients and client relationship managers to enhance client retention
  • Be a strong ambassador of the Canada Life brand in the industry and community

Skills

Communication skills
Mathematical skills
Negotiation
Public speaking
Sales skills
Interpersonal skills

Education

Undergraduate diploma or equivalent experience

Tools

Word
Excel
PowerPoint

Job description

Canada Life is seeking an Account Manager in Ottawa to partner with brokers and drive quotes, renewals, and amendments for group benefit clients.

You will maintain advisor relationships, manage the end-to-end sales process, and develop plans to hit annual targets while collaborating with consultants, plan sponsors, and client teams. A strong background in benefits, pricing, and negotiations is essential.

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