Account Executive, Marketing & Quotes

Posted 2 Days Ago
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Mississauga, ON, CAN
In-Office
Mid level
HR Tech • Insurance • Professional Services • Financial Services
The Role
Prepare quotes and marketing materials for group benefits up to 500 lives, produce client-ready reports and proposals, follow up with carriers, assist advisors with submissions and paperwork, review final reports, and support team members to drive new business and client relationships.
Summary Generated by Built In
We are seeking an Account Executive, Marketing & Quotes (MGA+) to join our team in Ontario.
The Account Executive, Marketing & Quotes (MGA+) is a key resource on our team that focuses on new business, client relationship management, and driving growth. You are great at preparing proposals and providing recommendations for alternative plans to come up with the best resolution for the clientThe Account Executive, Marketing & Quotes (MGA+) will:
  • Provide quote/marketing support for groups up to 500 lives.

  • Prepare client ready reports and documents.

  • Prepare proposals and alternatives to traditional and non-traditionally employee benefits plans.

  • Follow up with insurance carriers to ensure groups are being quoted properly and in a timely manner.

  • Assist advisors to ensure they have submitted all necessary information in order to obtain proper quotations.

  • Work with Advisors to ensure they submit proper paperwork, documents, cheques, etc. on sales.

  • Review/signoff on final reports and provide support for all other members of the team.

To be successful as an Account Executive, Marketing & Quotes (MGA+) with People Corporation, you will need:
  • Post secondary education with at least three (3) years experience in the group benefits industry.

  • Working knowledge of group insurance principles, assessment techniques, group benefit plans and terminology.

  • Exceptional focus on value-driven customer service.

  • Strong negotiation, communication and issue resolution skills.

  • Excellent reasoning, judgement and decision-making abilities.

  • Strong analytical skills and a high attention to detail.

  • Ability to learn quickly and adapt to ever-changing environments.

  • Advanced computer skills - Excel, Word & PowerPoint.

All-star candidates will have:
  • GBA designation under CEBS program is considered an asset.

What's in it for you:
  • Learn by working alongside our experts

  • Extended health care and dental benefits

  • A retirement savings plan with company contributions

  • A suite of Health & Wellness offerings

  • Mental Health programs and support for you and your family

  • Assistance for the completion of industry designations

  • Competitive compensation

McAteer has been a trusted name in employee benefits and pension consulting for over 65 years. We provide specialized consulting, actuarial, and third-party administration services to boards of trustees, unions, and multi-employer plans across Canada. 

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]

Skills Required

  • Post-secondary education with at least three (3) years experience in the group benefits industry
  • Working knowledge of group insurance principles, assessment techniques, group benefit plans and terminology
  • Exceptional focus on value-driven customer service
  • Strong negotiation, communication and issue resolution skills
  • Excellent reasoning, judgement and decision-making abilities
  • Strong analytical skills and a high attention to detail
  • Ability to learn quickly and adapt to ever-changing environments
  • Advanced computer skills - Excel, Word & PowerPoint
  • GBA designation under CEBS program
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The Company
904 Employees
Year Founded: 2007

What We Do

People Corporation is a national provider of integrated, people-oriented HR solutions in Canada. Their mission is to reimagine traditional benefits by providing expert support in group benefits, health and wellness, disability management, wealth solutions, and human resources. They help both organizations and individuals make informed choices about their wellbeing, allowing them to reach their full potential and strengthen the communities they serve.

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