Account Executive, Life and Group Benefits



Account Executive, Life and Group Benefits British Columbia

The Opportunity

Our client, a national brokerage, is looking for an Account Executive for their life and group benefits business on a remote/hybrid basis. This role will assist with the growth of the book with a focus on business development and maintaining client relationships. If you’re passionate about what you do, and are humble, smart, enterprising, collaborative, and ready for an opportunity to truly enjoy your career, then this is the right opportunity for you! 

Key Account Responsibilities and Functions

  • Research the market to prospect and acquire new clients 
  • Meet with clients to gain an understanding the nature of their businesses 
  • Act as Account Executive on the book of business 
  • Gather information to assess the insurance needs of prospects and clients, and develop risk profiles for proper assessment by underwriters 
  • Collaborate with marketing department to researching insurance companies’ risk appetites and negotiate with underwriters to find the most suitable insurance for clients at the best price 
  • Prepare reports for insurance underwriters and surveyors as needed 
  • Build and maintain ongoing relationships with clients including scheduling and attending meetings and understanding the nature of clients’ businesses 
  • Creating and presenting proposals to prospects/clients based on underwriting quotations outlining all changes, sub-limits, exclusions, deductibles, warranties required, and attach updated loss runs 
  • Collecting insurance premiums and processing accounts 
  • Responsible for renewal or amendments of existing policies
  • Acting as a claims advocate, advise clients whether and when they need to make a claim on their policies 
  • In compliance with procedures, keep detailed records and record all transactions accurately
  • Keeping up with changes in the insurance market and in the clients’ industries 
  • Initiate, build and maintain good working relationships with underwriters
  • Attend relevant internal and external training sessions and seminars 
  • Work closely with entire team to ensure all team goals are met 

Required Skills and Qualifications

  • Experience in life and group benefit sales as an Account Executive, including Life, Disability, Critical Illness, Succession Planning, Needs Based Selling, etc 
  • Life and A&S license
  • CEBS, CHS, or CFP designations would be an asset 
  • Proficient in MS Office Suite applications, EPIC and ETFile 
  • Understanding of Regulatory Board regulations 
  • Understanding of life and group benefits underwriting processes 
  • Understanding of insurance markets 
  • A collaborative sales professional 
  • Excellent customer service acumen 
  • Ability to set goals and organize and manage time effectively 
  • Anticipate, understand and respond to the needs of clients 
  • Excellent attention to detail and ability to work independently 

We thank all applicants for their submissions, but only qualified candidates will be contacted.

Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton and Calgary. We have over 45 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.


Tagged as: Account Executive, Life and Group Benefits