Account Executive- Group Benefits
3 weeks ago
Job Description
:The Account Executive is accountable for the profitable growth and retention of a portfolio of Group Benefit clients aligned with the advisor community. Focused on strong client and advisor relationship management and facilitating the delivery of best-in-class service to clients. The role is also responsible for successfully converting client needs and issues into opportunities and introduce solutions. The solutions brought forth help our partners achieve their business, employment and financial goals.
What will you do:
Meet annual financial, growth and profitability objectives of an assigned block of business
Relationship manager for advisors and clients with Sun Life
Manage the relationship with assigned advisors, including training and new business development
Ensure client and advisor needs are met through the delivery of value-added products and services
Provide resolution to issues presented by internal stake holders, clients and advisors with respect to the accountable block of business
What do you need to succeed:
Team-player with strong sales, relationship building and leadership skills
Knowledge of group insurance financial management and technical arrangements of plan funding and design
Strong business acumen and understanding of underwriting processes and profit drivers
Knowledge of the group benefits industry
Strong analytical, problem solving skills and principles, active listening, pro active inquiry and anticipation of broader needs
Excellent presentation and clear communication skills both internally and externally
Ability to work in partnership with their client team including Service Representatives and other internal stakeholders to collaborate and deliver the best solutions for clients
Superior organizational skills for managing diverse client portfolio
Ongoing involvement in professional development and group industry events
3+ years experience in Group Benefits, ideally in a business development role
Ability to manage a flexible work schedule
Group Benefits Associate (GBA) is considered an asset
What's in it for you:
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
Wellness programs that support the three pillars of your health – mental, physical and financial
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