Account Executive, National Accounts Managing
Core
Managing a portfolio of group clients in the Calgary sales office, focusing on business development, client retention, and profitability.
Role type
National Accounts Managing Account Executive
Builds
Group insurance business portfolio for clients in the Prairies Region
Domain
Insurance / Group Benefits
Required skills
Group insurance sales/underwriting/consulting, client relationship management, group benefit plan design, financial management of funding arrangements, negotiation, analytical skills
Preferred skills
University degree, Professional designation (e.g., CEBS), project management
Technologies
Internet applications, technology for benefit plan administration
Responsibilities
Serve as main Sun Life contact for clients, manage relationships with associated advisors and consultants, ensure client/advisor needs are met through value-added products and services, meet annual growth, retention, execution, and profitability targets
Seniority
Mid-Senior level (5+ years experience)