Senior Account Executive- Broker Channel

Company : CLIC

Department : Group Sales

Employment Type : Regular Full-Time

Work Model : Remote-Based

Language : Bilingualism in English and French is an asset.

The Opportunity :

We are a leading Canadian financial services co-operative 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 that care passionately about you, our clients, and our communities.

Our Group Benefits team is a leader in our target markets through service excellence and innovative technology and products.

Influenced by our co-operative values, our team of experts work collaboratively with clients to deliver solutions that meet their business needs.

As the Senior Account Executive, you will create and manage the sales pipeline to achieve growth initiatives and retention targets for group benefits through our specialty market distribution channel.

Balancing an entrepreneurial, customer-centric engagement approach you will deliver on business development excellence, leveraging and establishing a network of relationship pipelines, supporting complex negotiations with clients, and fostering long-term relationships.

How you will create impact :

Executing with accountability to drive sustainable top-line premium growth within Co-operators Group Benefits Sales third party distribution channel.

You will be responsible for proactively developing new business through prospecting and building relationships with our distribution partners.

• Developing, maintaining, and strengthening relationships with existing market distribution teams to collaborate and identify cross-selling opportunities.
• Proactively anticipate the needs of your clients / advisors, providing teaching, consultation, as well as exceeding their service expectations
• Develop your own territory or account approach outlining sales and retention targets, planned initiatives and strategic marketing plans to grow and retain group business in this channel.
• Leverage the unique differentiators and value proposition of Co-operators in your sale messaging.
• Conduct finalist presentation and advisor / client presentations and seminars.
• Researching and analyzing market trends and developing recommendations to improve processes, operational efficiencies, and sales strategies.

Building collaborative relationships with internal stakeholders, sales teams, and clients to exceed client service standards.

Conducting meetings with business partners to uncover needs and provide insight into their group benefits program.

How you will succeed :

You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.

You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.

You have strong communication skills to clearly convey messages and explore diverse points of view.

You build trusting relationships and provide guidance to support the development of colleagues.

To join our team :

• You have 3-5 years of related experience, including multi years of experience in Group Benefits Sales business development and relationship management.
• You have expert knowledge of group benefits principles, practices and products and demonstrated ability to develop new business opportunities.
• You can problem solve and present solutions within a proper business plan.
• You are a leader and can facilitate strategy calls and discussions.
• You understand; TPA and TPP arrangements, ASO, Refund Accounting, Disability Benefits Integration, Flex-Benefits, Cafeteria Plans, Association and Affinity Plans.
• You have knowledge of new business implementation, plan amendments, data feeds / uploads, and API connectivity.
• You are proficient using MS Excel and using the program to analyse data.
• Excellent written and verbal communication skills
• Excellent Presentation skills
• Proficient in Microsoft Office
• GBA / CEBS designation is an asset.

What you need to know :

• You will travel occasionally.
• You are required to have your own vehicle, valid driver’s license and insurance.

What's in it for you?

• Training and development opportunities to grow your career.
• Paid time off to support your personal and family needs.
• A holistic approach to your well-being, with a supportive workplace culture.
• Paid volunteer days to give back to your community.

In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (, health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.