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
Senior Account Executive (National Accounts)
Builds
Group insurance business and client relationships for the Prairies Region
Domain
Insurance / Financial Services
Required skills
Group insurance sales and underwriting, client relationship management, financial management of group benefits, plan design knowledge, negotiation, analytical skills
Preferred skills
University degree, Professional designation (e.g., CEBS), valid driver's license
Technologies
Group benefit plan design tools, Internet applications, claims systems
Responsibilities
Serve as main contact for clients, manage relationships with advisors and consultants, ensure client needs are met through value-added products, meet annual growth and profitability targets
Seniority
Senior, hands-on IC