Job Posting

DUTIES AND RESPONSIBILITIES

• Focuses primarily on reaching efficiencies to maximize time spent in sales and client retention activities.
• Works with 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 on existing clients;
  • presenting proposals to the consultant, advisor and / or client;
  • identifying prospective additional product needs for existing group clients;
  • 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 client; and
  • ensuring all necessary internal synergies are provided to carry out the set-up of plan changes and/or additions with the client.
• Renews existing Life, Disability, Health and Dental plans for assigned groups controlled by consultants and advisors, including the provision of experience and other data as required.
• Renews existing Life, Disability, Health and Dental plans for assigned direct groups, including the provision of experience and other data as required.
• Sells Life, Disability, Health and Dental plans to existing group clients, where warranted.
• Directs the activities of the Group Service Representatives to maximize the ability to meet its sales targets and to ensure all renewals are done in a timely fashion; 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 the Blue Cross Life Insurance products by:
  • promoting our new lines with the major consulting houses and the independent advisor network; and
  • meeting with existing clients to achieve an opportunity to quote on their Life and Disability benefits; and
• Completes reports outlining activities as required by the Manager, Group Client Development including, but not limited to, weekly sales updates and defined account management plans.
• 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.

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 the advisor network.
• 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).
• Strong working knowledge of office productivity tools, including Office 365 (Word, Excel, Outlook, Teams and PowerPoint).
• A strong history of sales success would be a key asset.
• Insurance industry designations such as FLMI, CEBS, and CLU may be considered an asset.
• A good working knowledge of underwriting will be an asset.
• Must have a reliable automobile not more than 5 years old, as per MBC policy.