Account Manager

3 weeks ago

Regina, Canada The Co-operators Full time

**Position Overview**:
**Company**:CUMIS Services Incorporated

**Number of Positions**: 1

**Language**: This role operates in English.

**Work Model**:Remote-based

**Alternate Title**: n/a

**Additional Information**:
You will work remotely as part of a virtual team.
The work location for this role is flexible within Saskatchewan and Manitoba.

**The Opportunity**:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

As the Account Manager you are responsible for supporting our business partners through development and implementation of business plans that will support their overall business goals and strategies. This would include the creation of development plans to create interactive coaching sessions for your assigned accounts. You are accountable for building and maintaining excellent relationships in the credit union system, to understand our clients, uncover needs and ensure that we are their insurance partner of choice.

**How you will create impact**:

- Engaging credit union staff by coaching to meet established sales targets and optimize Credit Union engagement.
- Influencing credit union staff to sell insurance and other solutions by coaching to utilize sales development programs and assist in development of branch sales skills.
- Using data driven insights to coach and develop Credit Union staff including identifying opportunities and proposing solutions.
- Establishing and maintaining relationships with assigned Credit Union clients at various contact points through the promotion of the value of the group of companies, consultative advice and sales initiatives.
- Delivering on branch support plans developed through the ongoing client review process and building out supporting branch support plans on applicable accounts.

**How you will succeed**:

- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You build trusting relationships and provide guidance to support the development of peers.

**To join our team**:

- You have 3-5 years of experience in financial services sales or operations with experience in credit and lending preferred.
- Having a Life License and/ or Other than Life(OTL) is an asset.
- You have a post-secondary diploma in Business Administration, Financial Services, Adult Education or a related discipline.
- You have expert knowledge in incorporating analytics and metrics in sales planning and execution.

**What you need to know**:

- You are required to have your own vehicle, valid driver’s license and insurance.
- You will travel frequently.

**What's in it for you?**:

- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.

LI-JL2

**Interested in applying?**:
Co-operators is focused on fostering an inclusive, equitable and accessible work environment and we encourage individuals from all identity groups to apply. If you require an accommodation during the recruitment process, please contact the hiring manager.

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