Account Manager

4 weeks ago


Montréal, Canada Desjardins Full time

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-08

As a business development account manager, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients via licensed intermediaries representing policyholders. You help sell life and health insurance products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance, and life and health insurance claims settlement.

Working with licensed intermediaries, you develop and maintain personal business relationships with members, clients, businesses, associations and groups to ensure they are getting the most of their products and services and are fully satisfied with them. You drive results to actively help your unit achieve its sales and business development objectives.

You are responsible for accounts with considerable development potential for your sector. You work with clients with diverse needs. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. Your work and initiatives require extensive knowledge of your field.

You advise and assist clients. You represent Desjardins and enter the organization into agreements with clients. Working with licensed intermediaries, you also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

General Information on the Position

Other working conditions- Have a valid driver's license and access to a vehicle for travel- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of two years of relevant experience in the group insurance field

Please note that other combinations of qualifications and relevant experience may be considered- Hold an AMF license- Certified Employee Benefits Consultant (CABS) designation (an asset)- For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge- Very good knowledge of group insurance products and policies, underwriting principles, pricing and procedures- Very good knowledge of Microsoft Office, in particular Excel, Word and PowerPoint- Advanced knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date

2023-04-26

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.


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