Account Executive

  • Location:
    Regina
  • Department:
    Sales
  • Posting ID:
    R1904
  • Position type:
    Full Time

Reporting to the Manager, Group Sales, the successful candidate will be responsible for the retention of existing accounts and the development of new business in Southern Saskatchewan by assisting current and potential new brokers discover their client’s benefit needs while ensuring a superior service experience. The successful incumbent will promote, sell and service all lines of our group product offerings. This individual must be highly motivated, have an aptitude for sales and a strong desire to learn all aspects of our business, be service oriented, demonstrate leadership skills and can work effectively in a team environment.

 

DUTIES & RESPONSIBILITIES

  • Promote and sell all group product lines including but not limited to Health, Dental, Travel and Life benefits products
  • Help clients and potential clients understand and develop solutions to meet their business needs through a pro-active sales and relationship building approach
  • Develop new business through direct contact by working with brokers, networking and prospecting new opportunities
  • Build and strengthen existing client and broker relationships
  • Network and be involved in the benefit community to promote the Saskatchewan Blue Cross brand and build relationships with brokers, clients and plan administrators through attendance at trade shows, conventions, public functions, professional association meetings, etc. 
  • Monitor accounts for opportunities to provide additional value added services and new lines of benefits
  • Serve as a resource to brokers, clients and administrators promoting service capabilities, recommending changes and additions, as well as, explaining sales strategies, concepts, product offerings and benefit contracts
  • Coordinate and present proposals, finalist presentations and annual renewal benefit presentations
  • Achieve sales and retention objectives to ensure business goals are met 
  • Work with the sales team and our internal support areas to identify and implement positive solutions in response to external service inquiries and needs, and to ensure each client’s plan objectives are met
  • Provide assistance to our support areas for escalated or complex product inquiries and customer relations issues and concerns
  • Ensure follow up and timely resolution to client specific issues, projects and initiatives
  • Maintain account files and contract documentation, consistently documenting client discussions/meetings for management review and client files and to ensure the effective and accurate data exchange and processing of new cases, renewals and closed cases
  • Create and deliver benefit presentations to both internal and external audiences
  • Attain established goals and objectives in accordance with performance standards
  • Remain current with product knowledge and competitor products
  • Other duties and special projects as assigned

 

QUALIFICATIONS & SKILLS

  • Bachelor’s Degree in Business, Sales & Marketing or related field and previous directly related experience in sales and/or account management, or an equivalent combination of education and experience
  • Preference will be given to candidates who have successfully completed the CEBS Group Benefits Associate (GBA) designation and Provincial Life Licensing program
  • Candidates must have the ability to enroll and make good progress towards completing the Provincial Life Licensing program within the first year of service and must be willing to enroll and successfully complete and maintain their CEBS designation, if not previously obtained
  • Previous experience in the insurance industry or an understanding of insurance products and underwriting methods is considered an asset
  • Must be service oriented, responsive to our customer and company values and demonstrate an entrepreneurial approach
  • Demonstrated ability to communicate effectively in writing and verbally, including the ability to develop and deliver presentations
  • Strong computer skills, with demonstrated proficiency in the Microsoft suite of products, including Word, Excel and Power Point with the ability to easily learn new programs
  • Demonstrates a high level of personal accountability and professionalism
  • Strong problem solving, relationship building, active listening and interpersonal skills 
  • Organized, analytical thinker with a mathematical aptitude
  • Proven ability and desire to learn and identify innovative sales and service opportunities and techniques
  • Must be highly motivated, goal-oriented and have the ability to work successfully in a team environment
  • Must maintain a valid Class 5 drivers license and be insurable through the company’s auto insurance provider
  • Must be willing to travel and work flexible hours
  • The successful candidate will be required to undergo a background check. Security clearance will be required to complete licensing requirements
  • Must be legally entitled to work in Canada on an unrestricted basis
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