Associate Account Executive - Group Insurance (Bilingual Required)

Company : CGIC

Department : Group Sales

Employment Type : Regular Full-Time

Work Model : Hybrid

Language : Bilingualism in English and French is required.

The Opportunity :

We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.

That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.

The best part is that you will work with people who care passionately about you, our clients, and our communities.

Our Distribution team works collaboratively with clients to develop and deliver solutions that meet their business needs.

We create and manage the sales pipeline to achieve growth initiatives and retention targets for group sales, contributing significantly to meeting sales and retention targets for the region.

We manage relationships with group clients to achieve new business targets within budget objectives and increase participation within new and existing group accounts.

How you will create impact :

• Proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to decision makers to keep the sales pipeline full.
• Develop strong knowledge and understanding of current market trends, landscape, competitor product lines, pricing philosophy and sales techniques along with, developing strategic sales and marketing plans that align with our corporate strategy to group business.
• Coordinate, attend and participate in conferences / trade shows, on-site presentations, and other promotional events.
• Research, qualify, develop, and maintain new group prospect list, solicit, present, and sign new business.
• Consult, liaise, collaborate, and effectively manage relationships with other business units and Advisors, establishing strong multi-level relationships at senior levels within assigned groups.
• Manage and execute marketing activities for assigned accounts including onsites, distribution of promotional material and presentation of products and services to generate new business.
• Establish and maintain strong multi-level relationships within assigned groups.

How you will succeed :

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest for client satisfaction.
• You leverage information about client's needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
• You are committed to continuous improvement and building productive client relationships to exceed client expectations.
• You can work with a diverse group of people in an ever-changing environment, the ability to quickly pivot when organization or external changes are required.

To join our team :

• You have 2-4 years of experience in insurance, sales, or account management.
• You have post-secondary education in business, sales, or marketing or a related discipline.
• You have a strong working knowledge of MicroStrategy, Microsoft Office Tools, BI Dossiers, Sales Force, Dynamics 365 and Policy Centre.
• Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams.

The essential non-French duties are not assignable to adjacent or other team members.

What you need to know :

• You will travel regularly.
• Extended work hours, including weekends, may be required.
• You are required to have your own vehicle, a valid driver's license and insurance.
• You will be subject to a background check as a condition of employment, in the event you are the successful candidate.

What's in it for you?

• Training and development opportunities to grow your career.
• Flexible work options to support personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Volunteer opportunities to give back to your community.

IN-DNI