Account Executive – Managing Group Benefits

Sun Life

Managing Account Executive responsible for profitable growth and retention of group benefit clients. Focused on relationship management and financial strategies in the Greater Toronto Area.

Posted 7/9/2026full-timeToronto • 🇨🇦 CanadaSeniorLead💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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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 BenefitsAdvanced Knowledge Of Group Insurance Financial ManagementStrong Business Acumen And Sales SkillsLeadership Experience With A Business Owner MindsetCertified Employee Benefit Specialist (CEBS) Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Group Insurance Financial ManagementBenefit Plan DesignUnderwriting ProcessesAnalytical SkillsProblem-Solving Skills

Soft Skills

Relationship-Building SkillsTeamwork SkillsOrganizational AbilitiesTime Management AbilitiesVerbal Communication Skills

Certifications & Qualifications

Certified Employee Benefit Specialist (CEBS)Group Benefits Associate (GBA)

Industry Keywords

Group BenefitsBusiness DevelopmentClient Needs AnalysisFinancial ManagementValue Proposition

About the role

Key responsibilities & impact

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

What you’ll need

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 Benefits Associate (GBA) certification
Active involvement in professional development and industry events