Account Executive, National Accounts

Overview

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The Account Executive will be responsible for the maintenance of productive relationships with Benefits Consultants and group policyholders, new business sales, and management of accounts of an in-force business portfolio. The successful candidate will work with a team to reach or exceed the objectives – sales, profitability, renewal, and persistency targets – set by management. The management of those targets requires great decision-making ability, initiative, and creativity within a team.

• Manage a block of in-force large and/or complex Group Benefits clients
• Develop and maintain relationships with consultants and clients, be attentive to their needs so that they are excited to do business with Canada Life
• Lead the sales process from request for proposal to finalist presentation
• Perform all duties related to the management of accounts assigned, in particular financial duties such as annual account renewal, financial reports, etc.
• Solve problems related to unusual or delicate claims and address financial matters for which guidelines are not available or act in cases where a decision must be taken after consultation with Field Management
• Establish and maintain good working relationships with internal partners
• Work collaboratively with respective service counterparts to ensure customer service needs are exceeded
• Promote additional products and services with consultants, plan sponsors, and service counterparts to enhance client retention
• Achieve annual sales, persistency, in-force growth, profit and other targets

• 5+ years of group insurance experience and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life.
• Excellent communication skills, ideally both spoken and written in both French and English with an enthusiasm for doing presentations.
• Excellent mathematical skills
• Ability to act quickly and put forward innovative solutions
• Ability to work in a fast-evolving environment and adapt to growth and change
• Strong sales and interpersonal skills as well as motivation to achieve business objectives
• Knowledge of Word, Excel, and Power Point
• Valid driver’s license and vehicle, given in-person meetings, 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.

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values every day: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career…