Account Executive, National Accounts

Sun Life

. Serve as the main Sun Life contact for clients and manage the overall client relationship .

Posted 11/2/2026contractCalgary • CanadaMid-LevelSenior💰 CA$85,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in group insurance sales, underwriting, or consulting, with a strong focus on client relationship management and financial management capabilities. Proven ability to drive growth, retention, and profitability within a group-client portfolio while effectively managing relationships with clients and advisors.

Highest-signal resume keywords

Group Insurance SalesClient Relationship ManagementFinancial ManagementNegotiation SkillsProject Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Group Insurance UnderwritingBenefit Plan DesignFinancial AnalysisClaims PracticesGovernment Legislation Knowledge

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsAnalytical SkillsRelationship Building

Certifications & Qualifications

CEBS

Industry Keywords

Group MarketClient RetentionProfitability DriversFlexible Benefit PlansPromotional Activity

About the role

Key responsibilities & impact

Serve as the main Sun Life contact for clients and manage the overall client relationship
Drive the growth and profitability of an assigned block of business
Manage relationships with associated advisors and consultants
Meet client and advisor needs through value-added products and services
Support business development, client retention and profitable management of a group-client portfolio
Manage promotional activity and relationships with advisors and consultants in the Prairies Region
Achieve annual growth, retention, execution and profitability targets

Requirements

What you’ll need

Extensive experience (5 or more years) in group insurance (sales, underwriting or consulting)
Minimum of 3 years proven client relationship success in the group market
Valid driver’s license and access to a vehicle
Ability to build and sustain relationships with clients and consultants
Strong group insurance financial management capability relating to funding arrangements and profitability drivers
Experience working with clients and executives within the client organization and with plan advisors
Knowledge of group benefit plan design, including flexible benefit plans, underwriting and financial management, technology and Internet applications, benefit and plan taxation, communications and administration procedures, claims practices, government legislation and current developments in the benefits field
Strong negotiation and analytical skills
Excellent presentation, interpersonal and communication skills
Project management and ability to handle multiple priorities
University degree is an asset
Professional designation such as CEBS is an asset

Benefits

Comp & perks

A friendly, collaborative and inclusive culture
A collaborative and interactive team environment
Developing the next greatest digital experience
Working together, sharing common values and encouraging growth & achievement
Certified Great Place to Work in Canada in 2026
Hybrid work flexibility from the office and virtually based on business, client and employee needs
Incentive plans for eligible employees, with payment subject to individual and company performance
Sales incentive plans for certain sales-focused roles
Accommodation support in the application process
One-year contract opportunity