Bilingual Account Rep Group Benefits

3 weeks ago


Montréal, Canada Canada Life Assurance Company Full time

**Job Description**:
**We are Canada Life**

**Being a part of Canada Life means you have a voice. This is a place where** your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

We are looking for a skilled Account Representative, Group Benefits to promote the sale of Canada Life employee benefits products. Reporting to the Sales Director, Group Customer, you will be part of the sales team and you will participate to annual sales objectives. The mandate requires the development of the relationships with consultants and the completion of all account management tasks, especially on financials.

We’ll provide you with the training and tools to succeed. We’ll support you to accept change, think for yourself and bring forward creative ideas that will transform the way Canadians handle their insurance and financial lives. Better yet, we’ll support your personal and professional development and generously reward your success.

**What you will do**
- Ability to develop and maintain relationships with consultants
- Completion of all account management tasks, especially on financials:

- Evaluate risk and eligibility for employee benefit prospects;
- Preparation and presentation of proposals to consultants or potential clients;
- Preparation of annual renewal and financial reports;
- Analyze and interpret data to prepare reports;
- Prepare and analyze renewals and participate in their negotiation;
- Identify amendment growth opportunities, prepare and execute ambitious and profitable pricing strategies;
- Meetings to provide product, rate positioning, and technical expertise;
- Propose and implement changes to existing procedures;
- Actively promote marketing initiatives and sales ideas to build consultant interest and penetrate new markets
- Ability to solve unusual or sensitive requests, financial problems for which no guidelines are available or to act in cases where a decision must be made quickly.
- Lead and grow a consultant and client customer base, maintaining a balance between sales and pricing requirements;
- Liaise with the head office underwriting, claims, marketing and distribution departments to assist with your goal of driving premium revenue
- Collaborate with a local service and administrative team to execute the team’s business plan

**What you will bring**
- Post-secondary education, preferably in commerce, finance, business administration or a related field (or equivalent work experience);
- Minimum 2 years experience in the financial services/absence services/employee benefit industry;
- Demonstrated success in sales or the marketing of employee benefit products is an asset;
- Work ethic that demonstrates you are results-oriented, a motivated self-starter, career-focused, dynamic with strong organizational skills;
- Skilled at relationship building;
- Good communicator with the ability to present in French and in English, train and transfer knowledge to a variety of audiences;
- Bilingual in French & English;
- Analytical and decision making skills;
- Excellent teamwork, negotiation and communication skills;
- This role is located in Montreal; travel throughout the region will be required.

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

**We are one of Canada's top 100 employers**
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are committed to providin



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