Account Executive – Group Insurance – Home and Auto


Company: CGIC 
Department: Retail Sales – Group Sales P&C
Employment Type: Temporary Full-Time (15 months)
Work Model: Hybrid 
Language: English is required, French is an asset. 

The Opportunity:

We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.

The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Distribution team works collaboratively with clients to develop and deliver solutions that meet their business needs. We create and manage the sales pipeline to achieve growth initiatives and retention targets for group sales, contributing significantly to sales and retention targets for the region.

We manage relationships with group clients to achieve new business targets within budget objectives and increase participation within new and existing group accounts.

How you will create impact:

  • Proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to decision makers to keep the sales pipeline full.
  • Build and maintain exceptional knowledge and understanding of current market trends, landscape, competitor product lines, pricing philosophy and sales techniques along with, developing strategic sales and marketing plans that align with our corporate strategy to group business.
  • Consult, liaise, collaborate, and effectively manage relationships with other business units, as well as Advisors, establishing strong multi-level relationships at senior levels within assigned groups. Using strong persuasion and influence skills to be able to converse with, manage and sell C-Suite accounts.
  • Coordinate, attend and participate in conferences/trade shows, on-site presentations, and other promotional events.
  • Perform budget management tasks such as monitoring company performances against estimates.

    Prepare annual budget plan for approval for assigned groups. Accountable for budget line items for travel, sponsorship, meals and entertainment and advertising.
  • Manage and execute marketing activities with larger assigned accounts including onsites, distribution of promotional material and presentation of products and services.
  • Coach and mentor to enhance other team members individual skills, knowledge or work performance.
  • How you will succeed:

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest for client satisfaction.
  • You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
  • You are committed to continuous improvement and building productive client relationships to exceed client expectations.
  • You are an effective team player and provide guidance to support the development of your peers.
  • To join our team:

  • You have 6-9 years of experience in insurance, sales, or account management.
  • You have post-secondary education in business, sales, or marketing or a related discipline.
  • You have an (OTL) Other than Life License.
  • You have strong technical skills with MicroStrategy, Microsoft Office Tools, BI Dossiers, Sales Force, Dynamics 365 and Policy Centre.
  • Having or working towards a Chartered Insurance Professional (CIP) designation is an asset.
  • Fluent in English, French would be an asset.
  • What you need to know:

  • You will travel regularly.
  • Extended work hours, including weekends, may be required.
  • You are required to have your own vehicle, a valid driver’s license and insurance.
  • You will be subject to a background check as condition of employment, in the event you are the successful candidate.
  • What’s in it for you?

  • Training and development opportunities to grow your career.
  • Flexible work options to support personal and family needs.
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
  • Volunteer opportunities to give back to your community.