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Posted 5d ago

Account Executive Trainee

@ Co-operators
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Ontario, Canada
$50k-$84k/yrRemoteFull Time
Responsibilities:assess risk, analyze quotes, build relationships
Requirements Summary:1-2 years industry or sales experience; strong critical thinking, strategic mindset; ability to build relationships; problem solving; background check required.
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Job Description

Company: CLIC
Department: Underwriting
Employment Type: Regular Full-Time
Work Model: Remote-Based
Language: This role operates in English.
Additional Information: This/these role(s) is/are currently vacant

 

The Opportunity:

We are a leading Canadian financial services co-operative 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 Group Benefits team is a leader in our target markets through service excellence and innovative technology and products. Influenced by our co-operative values, our team of experts work collaboratively with clients to deliver solutions that meet their business needs.

The AE Trainee is responsible for assessing risk by analyzing the type of industry, financial stability, claims experience and overall composition of the group to determine if it is an acceptable risk for the Co-operators based on our overall company strategy regarding retention, growth and risk appetite. They work in a team environment with a focus to maintaining a profitable book of business and provide superior client service. This position is responsible for both pooled financial accounting and Administrative Only (ASO) accounting arrangements; of groups 3 to 250 lives with total premium up to $500,000

This is a 12-18 month training program to become a group benefit account executive position where you will learn the underwriting fundamentals such as reviewing quote information provided by the broker, third party administrator and advisor and MGA and renewing existing businesses. After the training program ends, you will be responsible to attract new distribution partners, clients, cross-sell clients and increase revenue from existing clients/advisors within Group Benefits Sales.

 

How you will create impact: 

  • Learn underwriting fundamentals such as quote and renewal calculations.
  • Develop a comprehensive understanding and gain insight into the critical functional areas within group benefits.
  • Strengthen strategic decision-making skills and enhance strategic thinking.
  • Learn about our Co-operators and group benefits value propositions.
  • Learn strategic tools and techniques to earn and keep business.
  • Learn about group sales best practices.

To join our team:  

  • You have 1-2 years of experience in the industry or have previous experience in a sales role.
  • You have the ability to use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities
  • You have the ability to build trusting relationships and provide feedback to enable the successful development of your team and colleagues.
  • Ability to use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
  • Problem solving and able to organize in a proper business plan and solutions. 
  • build trusting relationships and provide feedback to enable the successful development of your team and colleagues

How you will succeed:

  • You influence change and are committed to continuous improvement, in order to exceed client expectations.
  • You leverage critical thinking skills to identify problems and proactively propose solutions.
  • Your strong communication skills allow you to clearly convey messages.
  • You’re an effective team player who shares knowledge to support our peers.

What you need to know:

  • You will be subject to a Background check as a 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 and paid time off to support your personal and family needs.
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
  • Paid volunteer days to give back to your community.
  • In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

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Expected salary range $50,280 - $83,800​

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.​​

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

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