Our client in the insurance space is seeking a motivated and experienced Account Manager to join their Group Distribution team. This role requires two days a month in office, either at the Toronto or Burlington location, and offers an exciting opportunity to develop your skills while making a meaningful and direct impact on the business unit you support. The role is technical in nature, focusing on group renewals with a modest sales component aimed at maintaining and growing the block. The successful candidate will have deep industry knowledge, strong relationship-building skills, and existing connections within the Ontario market.

 

Responsibilities:

• Identify, build, and develop new and existing relationships with Distribution Partners; manage mutually beneficial partnerships.
• Provide detailed product information to Distribution Partners, helping them understand product value and customer fit.
• Build and leverage internal relationships within the organizations to better service Distribution Partners and delegate service issues.
• Represent their brand through regular, professional interaction with partners.
• Execute quote strategies and provide guidelines to internal teams, including monthly investment directions for stakeholders.
• Collaborate on pricing strategy applications and support business case development to assist sales decisions.
• Work within renewal parameters, ensuring business renewals meet guidelines and persistency levels.
• Act as escalation point for resolution of quote, issue, and renewal challenges.
• Manage pricing and acquisition for assigned business blocks, reviewing profitability monthly.
• Identify and develop high-potential accounts for transition to sales team members aligned with regional sales plans.
• Ensure timely updates and maintenance of sales automation tools.
• Small sales targets with credit for bringing in new business.

 

Qualifications:

• Completion of a university degree.
• 5+ years of experience in the insurance or financial services industry, specifically in group benefits with a strong understanding of Distribution Partner needs.
• In-depth knowledge of underwriting principles, technical pricing, and group insurance products/policies.
• Strong understanding of group benefits and employment legislation related to employee benefits.
• Strong understanding of how renewals are structured and the rationale behind decision-making.
• Proficiency with word processing, spreadsheets, email, internet, and database software.
• Knowledge of competitors’ group insurance products and sales activities.
• GBA designation preferred.
• Strong communication, negotiation, persuasion, and presentation skills.
• Ability to develop and maintain effective working relationships.
• Logical thinker with strong problem-solving skills.
• Excellent time management and ability to handle a high volume of work.
• Ability to build and maintain relationships with brokers, sales, underwriting, and service teams.
• Existing relationships and deep knowledge of the Ontario market preferred.

 

Compensation & Growth:

• Employer-funded benefits starting day one, including life insurance, disability, health, dental, and health spending account.
• Growth opportunities include progression to Account Executive roles, product development, underwriting, actuaries, or service teams.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.