Account Executive, Managing Group

• Manage and grow a portfolio of group benefit clients profitably
• Develop and maintain strong relationships with advisors and clients
• Analyze, present, and negotiate annual renewals
• Provide sound financial management and introduce new products/services aligned with client goals
• Proactively identify client needs and promote Sun Life's value proposition
• Lead projects and conduct regular presentations to advisors and clients

• 10+ years of experience in Group Benefits, preferably in business development
• Advanced knowledge of group insurance financial management and benefit plan designs
• Strong business acumen and sales skills
• Understanding of underwriting processes and profit drivers
• Leadership experience with a business owner mindset
• Excellent relationship-building and teamwork skills
• Superior organizational and time management abilities
• Strong analytical and problem-solving skills
• Exceptional verbal communication and presentation skills
• Valid driver's license and access to a vehicle
• Willingness to travel within a two-hour driving radius
• Preferred Certified Employee Benefit Specialist (CEBS) designation
• Completion of Group Benefits Associate (GBA) certification
• Active involvement in professional development and industry events

Demonstrates extensive experience in managing group benefit portfolios, with a strong focus on financial management, client relationship building, and strategic business development. Proficient in analyzing and negotiating benefit plans while leading projects and presentations to enhance client engagement.

• 10+ Years Experience In Group Benefits
• Advanced Knowledge Of Group Insurance Financial Management
• Strong Business Acumen And Sales Skills
• Leadership Experience With A Business Owner Mindset
• Certified Employee Benefit Specialist (CEBS) Designation

• Group Insurance Financial Management
• Benefit Plan Design
• Underwriting Processes
• Analytical Skills
• Problem-Solving Skills

• Relationship-Building Skills
• Teamwork Skills
• Organizational Abilities
• Time Management Abilities
• Verbal Communication Skills

• Certified Employee Benefit Specialist (CEBS)
• Group Benefits Associate (GBA)

• Group Benefits
• Business Development
• Client Needs Analysis
• Financial Management
• Value Proposition