Account Executive, Group Sales (4874)

Job Posting

Account Executive, Group Sales
Organization:  Manitoba Blue Cross
Province:  Manitoba
Location:  Winnipeg
 
 
Description:

POSITION SUMMARY

To promote and sell all group product lines through ongoing relationship management with major consulting houses and the independent advisor network. Further, the Account Executive will maximize sales opportunities by using all distribution methods.  Develops, maintains and enhances ongoing positive relationships with group clients and advisors through the provision of quality service.  Analyzes specifications, responds to RFPs, prepares proposals, participates and conducts presentations to group clients and prospects. Ensures all documentation is completed and enrollment is conducted.

DUTIES AND RESPONSIBILITIES

  • The prime focus will be to reach efficiency, such that the Account Executive is able to maximize his/her time spent in sales activities.
  • Sells new group plans through major consulting houses and the independent advisor network, including:
    • educating consultants, advisors and prospects about Manitoba Blue Cross, our plans, and way of doing business;
    • analyzing specifications received and preparing proposals;
    • presenting proposals to the consultant, advisor and / or prospect;
    • identifying prospective group clients;
    • sales calling on prospective group clients;
    • analyzing prospects’ needs and preparing proposals;
    • presenting proposals to the client or prospect;
    • ensuring all necessary help is provided to carry out the set-up of the plan with the consultant, advisor and /or prospect; and
    • ensuring all necessary internal synergies are provided to carry out the set-up of new plans with the client.
  • Sells Life, Disability and Health and Dental plans to new and existing group clients.
  • Directs the activities of the Group Service Representatives to maximize the ability to meet its sales targets.
  • Participates in the annual review process of the Group Service Representative and/or provides feedback to the Manager, Group Client Development for performance evaluation purposes.
  • Promotes and sells Blue Cross Life Insurance products by:
    • promoting our new lines with the major consulting houses and the independent advisor network;
    • meeting with existing clients to achieve an opportunity to quote on their Life and Disability benefits; and
    • approaching new prospects regarding Blue Cross Life/Manitoba Blue Cross benefits.
  • Completes reports outlining activities as required by the Manager, Group Client Development, including, (but not limited to), weekly sales updates, defined account management plans, proper, effective use of SalesForce CRM.
  • Maintains records as required on all groups assigned.
  • Assists the Manager, Group Client Development, as required.
  • Ensures Manitoba Blue Cross is aware of its position in the marketplace at all times.
Requirements:

SKILLS AND QUALIFICATIONS

  • Dedicated to the principles of exceptional service; committed to responding to, anticipating and addressing customer needs, for both internal and external customers.
  • Completion of post-secondary education, preferably in Business or Commerce, or an equivalent combination of education and work experience.
  • Preference will be given to individuals with prior experience as a group representative/employee benefits consultant and experience in marketing products through an advisor network.
  • A strong history of sales success would be a key asset.
  • Must be a self-starting, sales-minded individual that is prepared to prospect for new clients using various lead-generating methods and tools.
  • Must have a sound working knowledge of Employee Benefit Plan design.
  • Must demonstrate strong skills in verbal and written communications, as well as excellent negotiation skills.
  • Must demonstrate professionalism and excellence in sales ability and presentation skills.
  • Must have strong analytical skills.
  • Must have initiative, with exceptional organizational skills and a proven record of managing and prioritizing multiple tasks within varied and dynamic timelines on an ongoing basis.
  • Must maintain a Manitoba Life License Level 2 (or Full Life License under new licensing requirements).
  • Insurance industry designations such as FLMI, CEBS, and CLU may be considered a definite asset.
  • Good working knowledge of various PC applications.
  • Must have a reliable automobile not more than seven (7) years old.
  • A good working knowledge of Group Underwriting will be an asset.