Manage and grow a portfolio of group benefit clients profitably

Develop and maintain strong relationships with advisors and clients

Analyze, present, and negotiate annual renewals

Provide sound financial management and introduce new products/services aligned with client goals

Proactively identify client needs and promote Sun Life's value proposition

Lead projects and conduct regular presentations to advisors and clients

Requirements

10+ years of experience in Group Benefits, preferably in business development

Advanced knowledge of group insurance financial management and benefit plan designs

Strong business acumen and sales skills

Understanding of underwriting processes and profit drivers

Leadership experience with a business owner mindset

Excellent relationship-building and teamwork skills

Superior organizational and time management abilities

Strong analytical and problem-solving skills

Exceptional verbal communication and presentation skills

Valid driver's license and access to a vehicle

Willingness to travel within a two-hour driving radius

Preferred Certified Employee Benefit Specialist (CEBS) designation

Completion of Group Perks Associate (GBA) certification

Active involvement in professional development and industry events





Core Competencies
Demonstrates extensive experience in managing group benefit portfolios, with a strong focus on financial management, client relationship building, and strategic business development. Proficient in analyzing and negotiating benefit plans while leading projects and presentations to enhance client engagement.

Highest-signal resume keywords

10+ Years Experience In Group Benefits

Advanced Knowledge Of Group Insurance Financial Management

Strong Business Acumen And Sales Skills

Leadership Experience With A Business Owner Mindset

Certified Employee Benefit Specialist (CEBS) Designation

Hard Skills

Group Insurance Financial Management

Benefit Plan Design

Underwriting Processes

Analytical Skills

Problem-Solving Skills

Soft Skills

Relationship-Building Skills

Teamwork Skills

Organizational Abilities

Time Management Abilities

Verbal Communication Skills

Certifications & Qualifications

Certified Employee Benefit Specialist (CEBS)

Group Benefits Associate (GBA)

Industry Keywords

Group Benefits

Business Development

Client Needs Analysis

Financial Management

Value Proposition

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📌 Account Executive, Managing Group Benefits (Ontario)
🏢 Jobtailor
📍 Ontario