Job Description
:The Managing Account Executive is responsible for the overall relationship and financial management of a portfolio of large group clients aligned with National Consulting firms in the 1000+ group market. This role has little new selling accountability but manages a significant portfolio of group clients in the National Accounts team. This is done by understanding the clients' changing needs, providing benefits advice, and keeping clients informed of changes impacting benefit plans and Sun Life Financial's value proposition, products and services.
There are annual, persistency, execution and profitability targets as well as a small new business target for this role.
Main accountabilities:
Develop and maintain excellent working relationships with plan sponsors and their advisors
Responsible for the growth and profitability of an assigned block of business
Works in partnership with the client's and their consultants to ensure that the client's needs are met through the delivery of value-added products and services
Behaviour that would lead to success:
Determination, flexible approaches, optimistic, driven, problem solver
Planful, organized, has a system, self-discipline
Seeking to understand what the client is really asking for and why they want it then find solutions to deliver
Good instincts, ability to adapt in the moment, navigating politics (client and internal) to get desired outcome
Strong influence skills, ability to build relationships with variety of personalities (internal and external), ability to adapt style
What do you need to succeed?
Extensive experience (7 to 10 years) in group insurance benefit plans (sales, underwriting or consulting)
Experience working with clients and executives within the client organization as well as with group insurance benefit plan advisors
Knowledge of group insurance benefit plan design including flexible benefit plans, underwriting and financial management, technology and Internet applications, benefit and plan taxation, communications and administration procedures, claims practices, government legislation and current developments in the benefits field
Integrity, customer focus, strong leadership skills and the ability to work successfully in a team environment
Strong understanding of client needs and ability find solutions that satisfy concerns of all parties
Strong negotiation, analytical and influencing skills
Self-starter and results oriented
Excellent presentation, interpersonal and communication skills, and be adept at project management and handling of multiple priorities
Need to have a valid driver's license
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Unique requirements:
Group Insurance Licence issued by La Chambre de Sécurité Financière du Québec or a Fellowship designation from the Canadian Institute of Actuaries and/or the Society of Actuaries
What's in it for you?
Being a member of the Sun Life family, a group of people united by our
Purpose:
to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
Wellness programs that support the three pillars of your health – mental, physical and financial
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