Account Executive, Group Benefits
At a glance
Mid-level Account Executive role at Canada Life. Halifax · CA$59,600–CA$109,600 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage a portfolio of large or complex group benefits accounts, including annual financial renewals
- Build consultant relationships and lead proposals through finalist presentations
- Handle unusual claims and unresolved financial decisions with field management input
- Coordinate with internal service teams to meet customer needs and promote additional offerings
- Deliver sales, persistency, in-force growth, profit, and renewal results
What you bring
- At least five years in group insurance, with deep knowledge of life, health, disability, and underwriting
- Strong written and verbal communication, presentation confidence, mathematics, sales, and relationship-building ability
- Comfort adapting quickly, finding new solutions, and working through growth and change
- Working knowledge of Word, Excel, and PowerPoint
- An undergraduate diploma or equivalent, plus a valid driver's licence and vehicle
Who this fits
This role suits a group insurance account executive who can manage complex clients, sell through consultants, and make sound decisions on claims and financial matters. You should be comfortable travelling by vehicle, working with internal partners, and pursuing measurable business targets. A C.A.A.S., GBA, or CEBS designation would strengthen your application.
From the employer
Base + Comm
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The Account Executive (large group) will play a critical role in both maintaining a complex in-force portfolio and driving productive relationships with Benefits Advisors and group policy holders. The business development tasks will provide an opportunity for the candidate to work with a dynamic team to reach or exceed the objectives–sales, profitability, renewal, and persistency targets.
What you will do
- Support a block of in-force large and/or complex Group Benefits clients
- Develop and maintain relationships with consultants and be attentive to their needs so that they are excited to do business with Canada Life
- Lead the sales process from request for proposal to finalist presentation
- Perform all duties related to the management of accounts assigned, in particular financial duties such as annual account renewal
- Solve problems related to unusual or delicate claims and address financial matters for which guidelines are not available or act in cases where a decision must be taken after consultation with Field Management
- Establish and maintain good working relationships with internal partners
- Work collaboratively with respective service counterparts to ensure customer service needs are exceeded
- Promote additional products and services with consultants, plan sponsors, and service counterparts to enhance client retention
- Achieve annual sales, persistency, in-force growth, profit and other targets
What you will bring
- 5+ years of experience in the field of group insurance and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting
- Excellent communication skills, both spoken and written with an enthusiasm for doing presentations.
- Excellent mathematical skills
- Ability to act quickly and put forward innovative solutions
- Ability to work in a fast‑evolving environment and adapt to growth and change
- Strong sales and interpersonal skills as well as motivation to achieve business objectives
- Knowledge of Word, Excel, and PowerPoint
- Valid driver’s license and vehicle, given the travel needs
- Designation of C.A.A.S. [certified group benefits advisor], GBA (Group Benefits Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset
- Undergraduate diploma or equivalent
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The base salary for this position is between $59,600 - $109,600 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Canada Life- Apply today!
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.
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 providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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