Account Executive, Life and Group Benefits



Account Executive, Life and Group Benefits Edmonton, AB

Fantastic Opportunity for an Insurance Account Executive, Life & Group Benefits, Edmonton AB 

The Opportunity 

Our client, one of Western Canada’s most respected brokerages, is looking for an Account Executive for their life and group benefits business. Working with the Account Managers, and other Commercial Account Executives, you’ll play a key role in driving the growth of the book with a joint focus on new business development and leveraging existing commercial client relationships. You will work with a talented and entrepreneurial group of people, and enjoy an excellent employee benefits package, with uncapped earning potential. Our client prides themselves on their positive work culture and ability to provide a good work-life balance to their team. A community focused firm, they are proud to lend their support to various charities, programs and initiatives within the communities they service and embody commitment to service. 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 

Compensation and Benefits 

  • Competitive base salary 
  • Comprehensive benefits 
  • New Business Incentive based commission 

Please quote Job Reference #35219 

Please submit your resume directly to Steve Thomas via email at or call Steve directly at 587-453-4225. 

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. 

Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada – Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained from 


Tagged as: Account Executive, Life and Group Benefits