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Account Manager, Life and Health Insurance
Desjardins. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients via licensed intermediaries representing policyholders .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and maintaining business relationships, selling life and health insurance products, and advising clients on tailored solutions. Proficient in negotiating terms and achieving sales objectives while effectively communicating in both French and English.
Highest-signal resume keywords
Bachelor's DegreeInsurance Representative CertificateBusiness DevelopmentSales Objectives AchievementClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance SalesHealth Insurance SalesClient Needs AnalysisCustom Solutions DevelopmentNegotiation Skills
Soft Skills
Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedNimble Learning
Certifications & Qualifications
Insurance Representative Certificate
Industry Keywords
Business RelationshipsPublic RelationsDistribution ChannelsSales StrategiesLicensed Intermediaries
About the role
Key responsibilities & impact- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients via licensed intermediaries representing policyholders
- Sell life and health insurance products and services through various distribution channels based on member/client needs and current strategies and practices
- Develop and maintain relationships with members, clients, businesses, associations and groups
- Help the unit achieve sales and business development objectives
- Manage accounts with significant development potential and complex, diverse client needs
- Advise and assist clients and practitioners
- Represent Desjardins and enter the organization into important agreements with clients
- Establish and negotiate product and service terms with licensed intermediaries
- Help set sales objectives and develop action plans based on the business plan
- Identify and analyze member/client needs, develop custom solutions, prepare integrated service offers, and negotiate terms
- Monitor the industry to identify business development opportunities
- Take an active role in public relations activities and maintain a presence in the business community
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Hold the representative's certificate in Insurance of persons - Autorité des marchés financiers
- Knowledge of French is required
- Intermediate knowledge of English
- Must have a valid driver's license and access to a vehicle
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment