Account Executive, Group Benefits

Canada Life

$70K — $117K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in group insurance and strong knowledge of life, healthcare, and disability insurance
  • Strong verbal and written communication skills, comfortable with presentations
  • Excellent mathematical ability
  • Undergraduate diploma or equivalent preferred
  • Adaptable in fast-paced environments
  • Valid driver's license and vehicle required for travel
  • Designations such as C.A.A.S., GBA, or CEBS are valuable assets

Responsibilities

  • Develop and maintain strong relationships with Benefit Advisors to meet sales and retention targets
  • Manage the full life cycle of group benefit policies from quote to renewal
  • Collaborate with internal teams and Benefit Advisors to facilitate the sales process
  • Identify and solve customer-related issues effectively
  • Support the continuous development and education of Benefit Advisors on industry products and solutions

Benefits

  • Flexible work environment with hybrid options
  • Dynamic team culture focused on growth and collaboration
  • Opportunities for professional development and learning
  • Access to a comprehensive total rewards program
  • Career advancement within the organization
Full Job Description
Base + Comm

As an Account Executive the successful candidate will be focused on the growth of their Group Benefits block. This will include business development activities such as the maintenance and further development of productive relationships with Benefits Advisors and group policy holders, acquisition of new business and new advisory relationships, and management of accounts of an in-force business portfolio. The business development tasks will provide an opportunity for the candidate to work with a dynamic team to reach or exceed the objectives-sales, profitability, renewal, and persistency targets.

This position is open to the entire BC region. Preferred locations, Kelowna, Victoria or Lower Mainland.

What you will do:
  • Develop deep rooted business relationships with both current and new Benefit Advisors, to achieve annual sales, persistency, retention, and other targets
  • Focus on relationship management both internally and externally.
  • Work closely with Benefit Advisors throughout the sales process and life cycle of a policy. From time of quote and/ or presentation, to time of sale and renewal
  • Ability to problem solve a variety of items from customer satisfaction to large financial decisions.
  • Assist in the development of Benefit Advisors. Inclusive but not limited to, product and financial arrangement knowledge, Canada Life specific products and market strengths, and business solutions


What you will bring:
  • 3+ years of experience in the field of group insurance and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting
  • Excellent communication skills, both spoken and written with an enthusiasm for doing presentations
  • Excellent mathematical skills
  • Undergraduate diploma or equivalent ideal
  • Ability to act quickly and put forward innovative solutions
  • Ability to work across all financial arrangements and all case sizes
  • Ability to work and adapt in a fast- paced and evolving environment
  • 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, given the travel needs
  • Designation of C.A.A.S. [certified group benefits advisor], GBA (Group Benefits Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset


The base salary for this position is between $70,500 - $117,500 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

#LI-Hybrid

Requisition ID: 6358

Category: Sales and Business Development

Location:

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