Group Insurance Consultant

AGA Financial Group inc.; Quebec; On-site; CAD 62,609 - 86,087; Full time

Job summary

AGA Benefit Solutions in Canada seeks a seasoned professional to provide advisory services for a portfolio of small and medium-sized clients on group insurance renewals and related services.

You will present renewal terms, lead information sessions, conduct courtesy visits, and support plan sponsors while contributing to growth and retention of the client portfolio. Travel required.

Qualifications

• University degree (administration, finance, marketing, etc.).
• Minimum 5 years of experience in group insurance.
• Experience in group retirement plans and/or third-party administration (an asset).
• Strong knowledge of social legislation.
• Proficient in Microsoft Office suite.
• Strong command of both French and English, written and spoken.

Responsibilities

• Provide advisory services to a portfolio of SMEs on group insurance renewals.
• Present renewal terms, lead training sessions, information meetings, and courtesy visits.
• Support plan sponsors and resolve issues while contributing to business development.
• Coordinate renewals, explain plan coverages, and promote products to clients and brokers.
• Lead or participate in sales meetings and post-event reporting.

Skills

Group insurance knowledge

Bilingual FR/EN

Sales skills

Microsoft Office

Education

University degree (administration, finance, marketing, etc.)

Tools

Microsoft Office

Job description

Annual salary: $62,609 - $86,087 (Before growth and retention bonus)

Minimum 5 years of experience

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!

Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment. Discover why working at AGA Benefit Solutions is so rewarding by visiting our Career page.

Your mandate will consist in:

Your mandate will be to provide advisory services to a portfolio of small and medium-sized clients. You will be responsible for presenting group insurance renewal terms, leading training sessions, information meetings, and courtesy visits, while supporting plan sponsors in addressing their needs and resolving issues. You will also actively contribute to business development and the growth of the client portfolio. If you're eager to make a significant impact and excel in a dynamic environment, we invite you to apply and be part of our journey to excellence!

Your main tasks will include:

• Prepare renewals within established deadlines, analyze and validate information, present renewal terms to plan sponsors and/or brokers, and contribute to client retention.
• Explain the various group insurance plan coverages to plan sponsors and insured members during information sessions.
• Promote AGA Benefit Solutions products and services to clients and brokers, manage assigned business opportunities or develop new ones to achieve sales objectives.
• Coordinate the implementation and enrollment of new groups, as well as the transfer of existing groups, and follow up on information requests.
• Prepare requests for proposals (RFPs) in collaboration with the Underwriting and Actuarial team.
• Collaborate with the AGA +PLUS division and/or insurance carriers by providing the required information and documentation during the sale of a group, the implementation of a new plan, a group transfer or termination, as well as during annual or promotional enrollment campaigns.
• Conduct courtesy visits throughout the year with the groups under your responsibility to maintain strong business relationships, strengthen ties with group administrators, and support problem resolution.
• Develop an annual business plan to ensure the growth and retention of your client portfolio.
• Conduct quarterly reviews of your activities to ensure the successful execution of the business plan.
• Gather and share information on methods, products, and procedures to support the continuous improvement of AGA's service quality.
• Actively participate in sales meetings and product training sessions, as required.
• Represent AGA at conventions and conferences, lead or participate in training sessions as a subject matter expert, and prepare post-event reports.
• Perform any other related duties as assigned by your manager.

Qualifications required:

• University degree (administration, finance, marketing, etc.)
• Minimum 5 years of experience in group insurance
• Experience in group retirement plans and/or third-party administration (an asset)
• Strong knowledge of social legislation
• Proficient in Microsoft Office suite
• Strong command of both French and English, spoken and written (Proficiency in both English and French is essential to analyze and understand contractual documents, brochures, and communications originating from internal and external sources, often written in either language. It is also required to provide telephone and email support to French speaking clients across Canada and to interact effectively with colleagues located outside the province)
• Excellent verbal and written communication skills
• Frequent travel is required. A valid driver's license and access to a reliable vehicle are required
• Strong interpersonal skills
• Demonstrated judgment, integrity, and honesty
• Ability to maintain confidentiality of sensitive information
• Professionalism, resourcefulness, and ability to work independently

Are you inquisitive, self-reliant and unafraid of the unknown?

*AGA welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

At AGA, no artificial intelligence or automated systems are used to pre-screen, assess, or select applications. All applications are reviewed by our Employee Experience team. In addition, candidates who have participated in an interview will be notified of the hiring decision within a maximum of 45 days following their final interview. AGA is committed to maintaining a transparent, fair, and legally compliant recruitment process