Account Executive (4825)

Job Posting

Account Executive
Organization:  SSQ Life Insurance Company Inc
Province:  Alberta
Location:  Calgary Area
Job Start Date:  05-Mar-2018
 
Description:

The Account Executive works in the sales office reporting to Sales and Marketing in close collaboration with the sales technician and administrative clerk. As the Account Executive, you will carry out the necessary tasks in order to promote/sell and maintain group insurance plans offered by the Company. These plans are usually sold through market intermediaries so you will have to develop a good working relationship with them. In addition, you will work closely through the implementation of group insurance plans sold as well as their renewal.

Your responsibilities will be:

  • Develop and maintain excellent working relationships in the corporate sector (Brokers, employers and others) 
  • Promote benefits and services offered by the Company to groups and/or intermediaries
  • Thoroughly understand all benefits/solutions offered under SSQ’s group insurance plans as well as the financial arrangements, in keeping with our standards in content and administrative procedures.
  • Participate in the preparation of proposals and any other useful documents for the sale of group insurance plans.
  • Present and sell proposals to intermediaries or employers, as the case may be, and renewal conditions to existing clients. 
  • Assist with initiating proposals and collect, if possible, the information necessary for the preparation of a comparative analysis of proposals.
  • Analyze our proposal compared to the competitors, where applicable, in order to highlight our strengths and weaknesses and prepare a report for management.
  • Participate in the implementation and registration of new groups.
  • Explain the insurance plans to group administrators, insureds, and intermediaries. 
  • Check and analyze contract documents, statistical reports and refund reports so they can be properly presented to group administrators or intermediaries, where appropriate.
  • Maintain the quality of existing plans by evaluating existing benefits in groups under your responsibility, to suggest improvements that better meet the needs identified.
  • Present renewals using the reports available and to be able to initiate and recommend changes in benefits or additions to existing plans.
  • Analyze renewal proposals prepared by Actuarial - Group Insurance to be able to justify them to our Clients and Intermediaries.
  • Carry out proactive courtesy calls to Clients and Intermediaries under your responsibility, so as to maintain a good working relationship with the various stakeholders. 
  • Contribute to the development of the Company's revenues through renewals, implementation of new entities, participation in campaigns and addition or improvement of group insurance benefits for groups already insured by the Company.
  • Contribute to general updates of the Company's group insurance plans.
  • Analyze specifications and proposal requests that involve groups under your responsibility so as to be prepared to present the position to the Company. 
  • Represent the Company at conventions or conferences, participate in training sessions as a leader or resource person and produce a report about such events.
  • Attend meetings and training sessions organized by the Company.
  • Update the report on your current activities on a weekly basis and produce any other report related to the department's activities upon request.
  • Occasionally, participate in the training and integration of new representatives.
  • Occasionally, participate in the development, design and distribution of marketing material.
  • Gather all information on the methods, products, procedures and anything else that can be found on the market that is likely to help us improve the quality of our services and our benefits.
  • Participate in the preparation of training activities for group administrators and/or market intermediaries.
  • Participate in regional annual meetings as needed.

Why work for SSQ Insurance?

  • Competitive working conditions and employee benefits, like a defined benefit pension plan
  • Harmonious work climate highlighted by collaboration and team spirit
  • A company with human values Competent and accessible colleagues
  • A growing company that is solid and healthy

Type of position: Permanent

Work site: 800 6th Avenue South-West, Calgary AB

 

Requirements:

  • Bachelor's degree in administration, marketing option, or in another related field
  • A minimum of 5 years of sales experience in the insurance sector
  • Familiarity with life and health insurance brokerage community
  • A market intermediary license (asset)
  • Ability and keen interest in verbal and written communications
  • Aptitude for sales and business development
  • Ability to learn
  • Comfortable with mathematical calculations

Travelling required: The Account Executive must be able to travel around the territory to be served: Calgary, Edmonton and Brittish Columbia (as needed)