Regional Manager, Group Insurance - Alberta Region

As the Regional Manager of Group Insurance for the Alberta territory, this role will contribute to Wawanesa Life success and plan and execute Annual Business Plan to achieve the Group Operation’s business goals/targets for sales and to achieve necessary persistency and profitability targets for the territory. The role will assume a senior role on Wawanesa Life’s Marketing Team in the promotion of Wawanesa Life as a provider of group insurance in the marketplace by helping our P&C partners cross sell group benefit products.

This job opportunity can be performed remotely within Alberta either from a home office or near one of Wawanesa’s regional office.

Job Responsibilities

• Develop Annual Business Plan for approval by Manager, National Sales & Marketing
• Manage Territory based on Business Plan and company Objectives
  • Implement Business Plan
  • Contact, Build and Maintain Plan Advisor relationships as necessary, ensuring Advisor selection meets company standards
  • Provide feedback on market activity in assigned region new broker relationships as necessary
• Support Wawanesa existing P&C relationships in the region by identifying and executing cross-sell opportunities
• Collaborate with colleagues in individual life to identify opportunities
• Manage Activities within expense budget allocated
• Manage Quoting and Renewal Activity
  • Receive, evaluate quotation opportunities and approving submission to underwriting for quote process or issue field decline
  • Review, Deliver/forward and follow-up final quotations/renewals issued to Plan Advisors
  • Assist Plan Advisor in presentation of quote or renewal to client where necessary and possible
• Work with Wawanesa Executive Office team where necessary to aid in the development of new product opportunities based on market trends and Plan Advisor feedback.
• Work directly with advisors and senior brokerage principals
• in addition to the sales department, act as the liason/relationship manager between head office and the region.
• Perform other duties as assigned.

• University Degree in Business Administration and/or having obtained CEBS Designation.
• 5 to 7 years of proven sales experience with emphasis on initiating contact, presenting and closing sales.
• Knowledge of Group Insurance, group pricing and small business benefits market would be an asset
• GBA designation (under CEBS program) required within 2 years of hire.
• Drivers Licence is required and must have own vehicle available to travel within the Alberta region.  Includes travel to Wawanesa Executive office in Winnipeg when required.  (Can include overnight travel)
• Strong computer skills in Microsoft Office products including Word, Excel and PowerPoint.
• Strong team player with the ability to work cooperatively and constructively with marketing assistants, other regional group managers and all necessary Executive Office Personnel to achieve the Operations service levels and benchmarks/targets
• Excellent communication skills (verbal, written and listening) and the ability to communicate with all levels of authority
• Effective decision making and problem solving skills
• Commitment to personal development by keeping current with changes in the industry, reading professional publications and maintaining professional network contacts
• Knowledgeable with respect to Wawanesa Life Group product offering, group contract, employee booklet, underwriting procedures and practices, and, administration practices to perform duties
• Ability to manage and measure self
• Strong business acumen and the ability to negotiate balanced solutions for the Company and client within areas of authority
• Possession of the following would be considered an asset or able to obtain within agreed timeline upon hire:
  • Life License Qualification Program (LLQP)
  • Errors and Omissions Insurance License

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