Bilingual Account Manager, Group

Location: Montréal, QC
Requisition: TBD
Employment duration: Regular Full-Time

Empire Life position description


Description

Scope Statement

The Account Manager provides day-to-day support to internal and external stakeholders, provides technical expertise to Account Executives and Producers and negotiates, prepares and manages sales related documentation and activity. The incumbent is guided by defined procedural constraints and works under the moderate supervision of the Manager, Sales Operations.

 Impact Statement

  • Ensure the regional goals are achieved through the collaborative, proactive and effective management of sales activity and problem resolution for internal and external stakeholders
  • Ensure the effective negotiation, coordination and delivery of administrative, renewal, plan amendment and new business documentation
  • Ensure the profitability of group business through the management of subsidy application to sales and renewal activity within defined parameters

Responsibilities include

  • Engage in proactive discussions with internal and external stakeholders to support the retention and development of business
  • Respond to producer requests; negotiate pricing within defined parameters; collaborate with internal and external stakeholders to develop creative solutions that supports business objectives
  • Escalate issues as required
  • Act as key contact with distribution partners and internal stakeholders
  • Ensure relevant documentation is maintained to facilitate team collaboration
  • Ensure sales automation tool is updated and maintained on a timely basis
  • Develop and present business case to support pricing decisions; conduct risk assessment and make decisions on final pricing within defined parameters
  • Ensure issue material is complete and accurate and submit to underwriting; identify and communicate issue or implementation concerns and act to resolve issues
  • Ensure effective communication to internal and external stakeholders
  • Train plan administrators on contract and benefits administration

Knowledge / Experience / Certification

  • 3+ years work experience in group insurance/financial services industry
  • Knowledge of underwriting principles and technical pricing capabilities
  • Working knowledge of group products, contract provisions and administrative procedures
  • Demonstrated experience in a group sales and service environment
  • Knowledge of word processing, spreadsheet, email, internet and database software
  • GBA or working towards

Education / Professional Courses

  • Completion of a University degree in business administration or related discipline

Key Skills

  • Well-developed customer relations skills
  • Ability to think logically, analyze and solve problems
  • Ability to develop and maintain effective working relationships
  • Ability to prioritize and balance multiple tasks or projects
  • Well-developed communication, negotiation, persuasion and/or presentation skills
  • Tact, diplomacy and the ability to handle confidential information
  • Bilingual (French & English)

Key Competencies

  • Analytical Thinking
  • Client Insight
  • Conceptual Thinking
  • Impact & Influence
  • Initiative
  • Negotiation
  • Relationship Building
  • Team Work and Collaboration

Working Conditions

  • Office environment
  • Prolonged periods of concentration and attention to detail
  • Prolonged periods of sitting while using a computer and/or telephone
  • May be required to work overtime
  • Travel may be required

Interactions

  • Employees and management on a local and national basis
  • Distribution partners (consultant, broker, advisor, or agent), policyholders, and plan administrators

The Empire Life Insurance Company (Empire Life) offers competitive individual and group life and health insurance, investment and retirement products to help you build wealth and protect your financial security.

Empire Life is among the top 10 life insurance companies in Canada[1] and is rated A (Excellent) by A.M. Best Company[2]. Our vision is to be known for simplicity, being easy to do business with and having a personal touch.

[1] Source: The Globe and Mail Report on Business Magazine, July 2013, based on revenue

[2] As at June 28, 2013

 

 

 

 



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