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19 Jan 2017

Full-Time Account Executive

SSQ Financial Group – Posted by christina.shaw@ssq.ca Toronto, Ontario, Canada

Job Description

Your role

The Group Benefit Representative works in the sales office reporting to Sales and Marketing in close collaboration with the sales technician and administrative clerk. The Representative’s primary role is to 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 the representative has to develop a good working relationship with them. In addition, he/she must work closely through the implementation of group insurance plans sold as well as their renewal.

Your responsibilities will be:

  1. Develop and maintain excellent working relationships in the corporate sector (actuaries, , consultants brokers, employers and others) .
  2. Promote benefits and services offered by the Company to groups or intermediaries.
  3. Thoroughly master all benefits offered under group insurance plans as well as the financial arrangements, in keeping with our standards in content and administrative procedures.
  4. Select proposal requests according to the standards in force.
  5. Analyze the specifications or proposal requests and prepare rating requests to be forwarded to the Actuarial – Group Insurance department.
  6. Participate in the preparation of proposals and any other useful documents for the sale of group insurance plans.
  7. Present and sell proposals to intermediaries or employers, as the case may be, and renewal conditions to existing clients.
  8. Assist with opening proposals and collect, if possible, the information necessary for the preparation of a comparative analysis of proposals.
  9. Analyze our proposal compared to the competitors, where applicable, in order to highlight our strengths and weaknesses and prepare a report for management.
  10. Participate in the implementation and registration of new groups.
  11. Explain the insurance plans to group administrators, insureds, and intermediaries.
  12. Provide support for the administrative sector by participating in the registration of new groups and providing required information.
  13. Check and analyze contract documents, statistical reports and refund reports so they can be properly presented to group administrators or intermediaries, where appropriate.
  14. Maintain the quality of existing plans by evaluating existing benefits in groups under his/her responsibility, to be able to suggest improvements that better meet the needs identified.
  15. Present renewals using the reports available and to be able to initiate and recommend changes in benefits or additions to existing plans.
  16. Analyze renewal conditions prepared by Actuarial – Group Insurance to be able to justify them to the groups.
  17. Give support to the group administrator by providing proper documentation, information and explanations necessary for the administration of the plan.
  18. Carry out courtesy calls to groups under his/her responsibility, so as to maintain a good working relationship with the various group administrators.
  19. Participate in the development of the Company’s revenues through renewals, registration of new entities, participation in campaigns and addition or improvement of group insurance benefits for groups already insured by the Company.
  20. Contribute to general updates of the Company’s group insurance plans.
  21. Prepare supporting documents to properly justify the sales arguments used.
  22. Analyze specifications and proposal requests that involve groups under his/her responsibility so as to be prepared to present the position to the Company.
  23. Complete the form necessary when a group under his/her responsibility is terminated.
  24. Represent the Company at conventions or conferences, participate in training sessions as a leader or resource person and produce a report about such events.
  25. Attend meetings and training sessions organized by the Company.
  26. Update the report on his/her current activities on a weekly basis and produce any other report related to the department’s activities upon request.
  27. Occasionally, participate in the training and integration of new representatives.
  28. Occasionally, participate in the development, design and distribution of marketing material.
  29. 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.
  30. Participate in the preparation of training activities for group administrators and/or market intermediaries.
  31. Participate in regional annual meetings as needed and as expressed by the supervisor.
  32. Perform any other department-related task on an occasional basis as required by the immediate supervisor.

Your profile

  • Bachelor’s degree in administration, marketing option, or in another related field.
  • A minimum of 5 years of experience in the insurance sector.
  • Familiarity with life and health insurance brokerage.
  • A market intermediary license.
  • Ability and keen interest in verbal and written communications
  • Aptitude for sales and business development.
  • Ability to learn.
  • Comfortable with mathematical calculations.
  • Able to travel around the territory to be served.

WHY WORK FOR SSQ?

  • 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

How to Apply

Please apply by following the link: https://ssq.ca/career/job-offer/-/detail/account-executive/10670/623205

Job Categories: Sales / Business Development. Job Types: Full-Time. Salaries: 60,000 - 80,000.

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