Account Executive

3 weeks ago

Toronto, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

The **National Accounts, Account Executive** is responsible for a portfolio of Group Benefits' clients wherein they convert client needs and issues into opportunities to introduce solutions. Your ability to negotiate, collaborate and work in partnership with you client team and other internal stakeholders to deliver the best solutions to meet client needs will allow for the solutions brought forth to actually help our clients achieve their business, employment and financial goals. The work of the Account Executive aligns closely with our Purpose at Sun Life Financial, that is, they take an active role in **_Helping our Clients achieve lifetime financial security and live healthier lives. _**The current Account Executive position will manage a $150 million block of large, complex group business clients. Clients range in size and complexity however, for this role, there is a focus on the larger end of the size range.

**What will you do?**
- Foster and maintain excellent client and consultant relationships
- Grow the portfolio on a profitable basis and provide overall client support for the organization, Analyze, present and negotiate annual renewal actions
- Understand the client’s changing needs, provide benefits advice and keep customers informed of changes that impact benefit plans and Sun Life Financial value proposition, products and services
- Provide sound financial management and facilitate the addition of products and services to existing clients that aligns with their goals and needs
- Pro-actively manage projects, host and present to clients on a regular and frequent basis to establish strong relationships
- Provide resolution to issues presented by internal stake holders, clients and consultants with respect to the block of business being managed

**What do you need to succeed?**
- In-depth knowledge of the group benefits industry including concepts, both generic and particular to Sun Life Financial
- Advanced knowledge of group insurance financial management and technical arrangements of plan funding and design (insured, refund, ASO, pooling)
- Strong client relationship management skills and principles, active listening, pro active inquiry and anticipation of broader needs
- Understanding of underwriting processes and profit drivers for group benefits
- Knowledge of benefit management processes, systems, guidelines, capabilities, standards and practices
- Strong analytical and problem solving skills
- Clear communication skills both internally and externally

**Notes/unique requirements**:

- Post-Secondary degree in a relevant field of study
- 10+ years experience in Group Benefits in a similar role
- Valid driver's license and ongoing access to a vehicle
- Ability to manage a flexible work schedule
- Strong presentation skills and superior organizational skills for managing large client portfolio
- Completed and Certified Employee Benefit Specialist (CEBS) is an asset

**What’s in it for you?**
- An environment of continuous learning and improvement, which supports your ongoing involvement in professional development and group industry events
- Competitive salary and bonus structure influenced by market range data
- Pension, stock and savings programs to help build and enhance your future financial security
- Being part of an organization that offers the best experience by doing what is right and caring for our Clients

**#LI-Hybrid**

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
74,100/74 100 - 120,800/120 800

**Job Category**:
Sales - SIP

**Posting End Date**:
11/06/2023

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