Account Executive- Group Benefits

3 weeks ago


Toronto, Canada Sun Life Full time

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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