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Account Director, Group Insurance


account-director-group-insurance-markham-ontario

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!

Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment. Discover why working at AGA Benefit Solutions is so rewarding by visiting our Career page

Your mandate will consist in:

Your mandate will consist of managing and growing a portfolio of major group benefits accounts. Acting as the primary relationship owner and technical resource, this individual delivers strategic consulting advice, oversees renewal and plan design activity, and supports the broader consulting and account management teams. The role also carries a sales target and contributes directly to AGA's growth and knowledge-sharing initiatives. Read on to discover the skills and qualifications needed to succeed at AGA!

Your main tasks will include:

Relationship Management and Consulting Services  

  • Serve as the lead advisor for a portfolio of major group benefits clients, conducting regular stewardship meetings, courtesy visits, and proactive outreach to strengthen relationships and identify emerging needs;

  • Build and maintain relationships with broker partners through regular visits, fostering lasting business ties and collaborative opportunities;

  • Provide strategic consulting guidance on plan design, cost containment, carrier strategy, and applicable legislative or regulatory changes to plan administrators and key stakeholders;

  • Own the full renewal cycle for assigned accounts - managing quality, compliance, and deadlines for tenders, renewals, and implementations - and present findings and recommendations to plan sponsors within agreed timelines;

  • Develop alternative plan design scenarios, cost-sharing strategies, and benchmarking analyses to support informed client decision-making;

  • Collaborate with AGA leadership to define and execute client retention strategies, with a focus on improving the firm's overall retention ratio;

  • Assess the suitability of AGA's proprietary TPA platform for assigned accounts, position the platform where appropriate, and support clients through the transition process.

Sales & Business Development 

  • Meet assigned new business and client retention targets;
  • Identify upsell and cross-sell opportunities within the existing book of business and collaborate with advisors and external broker partners on prospect opportunities;
  • Represent AGA at industry conferences and broker forums, and take a proactive approach to enhancing the brand awareness of our organization. 

Leadership & Collaboration

  • Provide mentorship and coaching to account managers and external advisors, particularly on complex client needs, more sophisticated plan designs or insurance needs;
  • Participate actively in internal team meetings and special projects as required;
  • Collaborate cross-functionally with underwriting, service and implementation teams to ensure seamless client service delivery;
  • Participate in initiatives to improve knowledge sharing and thought leadership within the consulting team. 

Required qualifications:

  • University degree in Business Administration, Actuarial Science, Mathematics, or a related discipline;
  • Minimum 10 years of experience in group benefits, with a focus on account management, consulting, or brokerage in the Ontario market;
  • Active Life Licence Qualification Program (LLQP) licence — Life & Accident/Sickness, Group Insurance;
  • Demonstrated ability to manage complex client relationships and lead renewal negotiations for major accounts;
  • Strong technical proficiency in group benefits plan design, experience rating, and underwriting principles;
  • Excellent written and verbal communication skills in English, including the ability to present to C-suite and HR leadership audience;
  • High ethical standards, sound professional judgment, and the ability to handle sensitive and confidential information with discretion;
  • Strong organizational skills with the ability to manage multiple accounts and competing deadlines concurrently;
  • Experience in group retirement (an asset);
  • Strong business development skills (an asset);
  • Familiarity with TPA administration platforms (an asset);
  • Bilingualism (English/French) is an asset given AGA's broader market presence. 

Are you inquisitive, self-reliant and unafraid of the unknown?

We are interested in meeting you! Apply now and we will contact you if your application is retained for the next step of our recruitment process.

*AGA welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

**At AGA, no artificial intelligence or automated systems are used to pre-screen, assess, or select applications. All applications are reviewed by our Employee Experience team. In addition, candidates who have participated in an interview will be notified of the hiring decision within a maximum of 45 days following their final interview. AGA is committed to maintaining a transparent, fair, and legally compliant recruitment process.

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