Account Manager, Life and Health Insurance

Desjardins • Montreal, QC

10d • Hybrid

About The Position

As a life and health insurance account manager, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients via licensed intermediaries representing policyholders. You help sell life and health insurance products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance, and life and health insurance claims settlement. Working with licensed intermediaries, you develop and maintain personal business relationships with members, clients, businesses, associations and groups to ensure they are getting the most of their products and services and are fully satisfied with them. You drive results to actively help your unit achieve its sales and business development objectives. You are responsible for accounts with considerable development potential for your sector. You work with clients with diverse needs. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. Your work and initiatives require extensive knowledge of your field. You advise and assist clients. You represent Desjardins and enter the organization into agreements with clients. Working with licensed intermediaries, you also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:
Help set sales objectives and develop action plans based on the business plan. Create the right conditions to meet targets.
Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms.
Monitor the industry to identify business development opportunities.
Take an active role in public relations activities and maintain a presence in the business community.

Requirements

• Bachelor's degree in a related field
• A minimum of two years of relevant experience
• Representative’s certificate in personal insurance (AMF)
• Knowledge of French is required
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Help set sales objectives and develop action plans based on the business plan.
• Create the right conditions to meet targets.
• Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms.
• Monitor the industry to identify business development opportunities.
• Take an active role in public relations activities and maintain a presence in the business community.

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level