Strategic Account Manager

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Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer‑focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third‑party customers.

To develop sustainable and profitable business relationships:

• To achieve or exceed annual growth and retention targets.
• Develop and execute clearly defined strategic account plans for your designated account/s.
• Capture knowledge and insight from the health and protection market to aid pricing and propositional development.
• Be a role model to others both in skill and behaviour.

• Own the relationship with your designated account/s at all relevant levels of the organisation.
• Take responsibility for the growth of your designated account, adopt a ‘franchise mentality’.
• Identify and maintain relationships with the key contacts within your designated account.
• Be ‘visible’ – it is expected that you will travel frequently to meet your key contacts face to face.
• Use tools such as MS Teams to supplement face to face contact.
• Apply the same rules for internal relationship management; identify and manage relationships with key internal Canada Life personnel, be visible in our Bristol and London office locations.
• Share skills and knowledge with other members of the Canada Life team, not limited to the sales/account management function.
• Navigate any barriers you encounter, identify the solution and delegate where appropriate.
• Negotiate the best possible terms for your designated account and customer, whilst balancing the needs of the business.

• Must have multiple years’ experience in the group health and protection industry.
• Experienced B2B account manager.
• Excellent communication and presentation skills.
• Astute problem solver – can evidence how they have overcome barriers.
• Can showcase knowledge of our proposition, products and technology in the context of the wider health and protection industry.
• Can showcase knowledge of the key health and protection intermediaries/employee benefit consultancies.
• Can evidence resilience in challenging situations.
• Has the ability to get creative and think laterally to navigate complex processes.
• Can showcase how they can flex their style to influence others.

• To meet or exceed annual new business sales and persistency targets.
• To be accountable for the performance of their designated account/s.
• To be accountable for their professional behaviour.
• To ensure that the consultants and consulting support within their account/s understand our proposition and technology solutions.
• To be accountable for completion of administrative and reporting tasks as requested by sales management.
• To be accountable for demonstrating and evidencing behaviours in line with Canada Life values, both internally and externally.
• To adhere to Canada Life policies, governance and best practice always.

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to…