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Large Group Account Executive, Group Benefits
Desjardins. Enrich and strengthen exceptional advisor, consultant and client relationships .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced knowledge of group insurance products, underwriting principles, and group benefits funding styles while effectively managing client relationships and achieving sales objectives. Possesses strong communication and interpersonal skills to address client needs and collaborate with stakeholders.
Highest-signal resume keywords
Advanced Knowledge Of Group Insurance ProductsSales And Meeting Objectives ExperienceGroup Benefits Associate (GBA) CertificationCertified Employee Benefits Specialist (CEBS) CertificationExperience Managing A Diverse Client Portfolio
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advanced Knowledge Of Group Benefits BusinessUnderwriting PrinciplesPricing ProceduresGroup Benefits Funding StylesFinancial Management
Soft Skills
Action OrientedCollaboratesCommunicates EffectivelyCustomer FocusInterpersonal Savvy
Certifications & Qualifications
Group Benefits Associate (GBA)Certified Employee Benefits Specialist (CEBS)
Industry Keywords
Group InsuranceClient Portfolio ManagementSales TargetsRetentionNet Growth
About the role
Key responsibilities & impact- Enrich and strengthen exceptional advisor, consultant and client relationships
- Grow your assigned block of business on a profitable basis, guided by sales, retention and net growth targets
- Ensure that the voice of consultants, advisors and clients is heard within the organization
- Represent the Desjardins brand by regularly attending and actively participating in industry conferences and events
- Adapt rapidly to the evolving environment and embrace change
- Address and resolve issues raised by clients, advisors, consultants and internal stakeholders concerning the managed block of business
- Ensure effective financial management and support the addition of products and services for existing clients, aligning with their goals and needs
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of seven years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Experience with managing a diverse client portfolio
- Sales and meeting objectives experience
- Group Benefits Associate (GBA) or Certified Employee Benefits Specialist (CEBS) designations
- Advanced knowledge of group insurance products and policies, underwriting principles, pricing and procedures
- Advanced knowledge of the group benefits business
- Advanced knowledge of differing group benefits funding styles, (insured, refund, Administrative Services Only - ASO)
- Available for visits with members and clients
- Must have a valid driver’s license and access to a vehicle
- Action oriented, Collaborates, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Plans and aligns