Account Manager, Life and Health Insurance

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About the role

  • Desjardins account manager developing life and health insurance relationships and sales in Montréal. Advising clients, negotiating terms, and pursuing business development opportunities.

Responsibilities

  • Help set sales objectives and develop action plans based on the business plan
  • Create the right conditions to meet targets
  • Identify and analyze member/client needs
  • Develop custom solutions
  • Prepare integrated service offers balancing member/client satisfaction, profitability and risk
  • Negotiate terms
  • Monitor the industry to identify business development opportunities
  • Take an active role in public relations activities
  • Maintain a presence in the business community
  • Serve, prospect for, solicit, and develop and maintain business relationships with members and clients via licensed intermediaries
  • Help sell life and health insurance products and services through various distribution channels
  • Advise and assist clients
  • Represent Desjardins and enter the organization into agreements with clients
  • Establish and negotiate product and service terms with licensed intermediaries

Requirements

  • Bachelor's degree in a related field
  • A minimum of two years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Representative’s certificate in personal insurance (AMF)
  • Knowledge of French is required
  • Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
  • Action oriented
  • Communicates effectively
  • Customer Focus
  • Differences
  • Drive results
  • Interpersonal Savvy
  • Nimble learning

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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