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ACCOUNT MANAGER - RETIREMENT AND SOCIAL BENEFITS

The RBA’s objective is to fill positions with the best available candidates, favoring the hiring of a First Nations member whenever possible.

JOB DESCRIPTION

His main duties consist of increasing business and maintaining a profitable portfolio, as well as offering services and cost-effective solutions. In addition to being responsible for a client portfolio, the incumbent must develop a new clientele by offering the organization’s products and financial services: NBP defined benefit plan; defined contribution plan; group insurance; occupational health and safety program and; other financial products.

The incumbent contributes significantly to developing and maintaining an organizational culture centered on cooperation and fulfilling client needs. At all times, the incumbent acts with respect, tact and diplomacy.

MAIN DUTIES

Team player with their current and future clients, from the enrollment to the renewal process, including the implantation of the chosen plan, they handle demands, specificities and meet deadlines in accordance to the laws and regulations to the satisfaction of employers and participants.

Trusted associate with their team, they help to improve the development of files, tools and procedures to improve the efficiency, image, understanding and the overall department with the Marketing and Communications Coordinator.

They understand that every exchange, document access or information related to the NBP (clients, employees and service providers) must stay CONFIDENTIAL at all times.

The job holder’s responsibilities include, but are not limited to:

  • Prepare group insurance renewals within specified deadlines; analyze and negotiate premiums and coverage; present the results to the various group representatives;
  • Offer employers products, services and value-added advice;
  • Manage relations between clients and the insurers;
  • Provide service to the clients entrusted to him;
  • Promote the pension plans, group insurance and other products and financial services offered by the NBP through information sessions offered to our current clientele and targeted clientele;
  • Assess customer needs and prepare and propose product and service tenders to potential clients;
  • Assume any other related responsibility or responsibility conferred to him by his superior.

QUALIFICATIONS NEEDED

  • Bachelor’s degree in administration, actuarial science or other related field;
  • Minimum of 5 years of experience in administration, actuarial science or representation in the financial sector;
  • Ability to communicate in both official languages at an advanced level (spoken and written);
  • Intermediate knowledge of the Microsoft Office Suite, with the exception of Excel where advanced knowledge is required;
  • Available to travel on a regular basis to First Nations communities in Quebec and occasionally outside Quebec;
  • Flexibility with regard to work schedules;
  • Hold a valid driver’s license;
  • Knowledge of state-run plans and insurance legislation an asset;
  • Knowledge of, and experience with, First Nations an asset;
  • Following hiring, the employee must successfully meet the following conditions: courses and exams recognized by Autorité des marchés financiers (AMF) in the field of group insurance of persons.

PERSONAL QUALITIES

  • Interpersonal and customer relations skills
  • Financial analytical abilities
  • Good communication and negotiation skills
  • Ability to work in a team
  • Adaptability
  • Professionalism
  • Autonomy
  • Planning and organizing skills
principales garanties

OTHER COMPENSATION

  • Participation in a defined benefit pension plan;
  • Competitive group insurance plan;
  • The gross annual salary for this position is between $82,821 and $113,837 and varies according to the candidate’s experience. This position is eligible to a bonification based on qualitative and quantitative goals. To receive the starting salary, the successful candidate must meet the academic and minimum work experience requirements or possess equivalent credentials suitable for the job;
  • Advantageous work schedule and possibility of teleworking;
  • Three weeks of vacation time, plus two paid weeks off during the holiday season.

HIRING PRIORITY

The RBA’s objective is to fill positions with the best available candidates, favouring the hiring a First Nations member whenever possible.

CLOSING DATE

Those interested should forward their resume and a cover letter by November 25, 2024, 4 p.m., by email to: carriere@rbagroupefinancier.com or by mail to: 2936, rue de la Faune, Bureau 202, Wendake (Québec) G0A 4V0.

STARTING DATE

AS SOON AS POSSIBLE
DURATION: Permanent, full-time position
PLACE OF WORK: Wendake

Please note that only those selected to continue the process will be contacted.

Note: In this document, the masculine gender refers to both men and women and is used for the sole purpose of lightening the text.

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