Account Executive, Group Benefits

The Canada Life Assurance Company • Rancho Cucamonga, CA

12d • $59,600 - $109,600

About The Position

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.

Requirements

• 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
• Undergraduate diploma or equivalent

Nice To Haves

• Designation of C.A.A.S. [certified group benefits advisor], GBA (Group Benefits Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees