Client Consulting and Development (4652)

Job Posting

Client Consulting and Development
Organization:  BCCA Employee Benefits Trust
Province:  British Columbia
Location:  Burnaby

General Description

Working independently and collaboratively in a team environment, this position contributes to the growth of the organization by identifying and developing new client relationships with the goal of adding both new and existing association members to the benefit program. 


Alignment with our Mission, Vision and Values

  • Our Mission - Our purpose is to be an innovative provider of employee benefits to our clients, so that they can recruit, protect and retain their talented people. We strive to deliver market-leading solutions that strengthen the health, wellness and economic well-being of our clients.
  • Our Vision - We are dedicated to providing innovative employee benefits solutions and consistent, exceptional customer service. We recognize the uniqueness and value of our clients. We strive to deliver results with creativity, flexibility and integrity. As a passionate integrated team, we care for each other and our valued clients like family.
  • Our Values - Consistent, Innovative, Needs-focused, Team


Responsibilities and Expectations

Client Attraction

  • Participate in the development of and execute on the organization’s business development plan
  • Plan and implement marketing initiatives to secure opportunities with current and prospective association members
  • Turn prospecting activities into sales opportunities
  • Work with the Operations team to develop rates and proposals for prospective clients
  • Network with existing client base to gain referrals for future business
  • Perform financial analysis in order to enable successful negotiation and design of benefit plans
  • Create and maintain client tracking system
  • Meet annual production targets

 Relationship Management

  • Develop and build strong working relationship with clients in order to facilitate trust and retention
  • Educate and advise clients on benefits related issues as required
  • Plan, develop and implement changes necessary to achieve the policyholder’s specific benefit objectives
  • Ensure smooth and timely resolution of complex contractual issues for clients
  • Assess current financial performance of client’s plan in relation to future plan performance
  • Anticipate current and future needs of clients and follow up with research, planning and change implementation in order to meet those needs

 Required Skills & Competencies

  • Comprehensive working knowledge of benefit plan design, financial underwriting, policy provisions and group insurance principles
  • Demonstrated advanced ability to manage the full-cycle client process: perform needs analysis, provide solutions and successfully close business transactions
  • Proven ability to conceptualize and implement client solutions
  • Proven solid prospecting techniques
  • Expert problem-solving skills, with the ability to transform unclear and incomplete facts into solutions
  • Proven superior client service skills
  • Superior ability to create influential, effective and successful presentations
  • Proven ability to maintain composure and professionalism in all business situations
  • Intermediate knowledge of MS Office software (Excel, Word and PowerPoint)
  • Highly developed written and oral communication skills
  • Works well independently and collaboratively in a team environment

Ideal Education & Experience

  • Bachelor’s degree or post-secondary education and formal advanced sales and/or benefits training
  • 5 years of sales and marketing experience
  • 2 years industry experience
  • GBA designation preferred
  • Level 2 Life, Accident and Sickness license (LLQP)

Objectives & Success Indicators

  • Consistency- strive for and maintain excellence in business development and organizational growth through outstanding sales and marketing skills and highly developed negotiation skills
  • Loyalty- positively promote and develop our organization through transparent and dedicated partnership with existing and prospective clients
  • Innovation- be a champion of positive change and flexibility in the work that you do; continuously look for innovative ways to improve business development
  • Efficiency – apply the principles of personal responsibility and accountability to your work and set an example of excellence for colleagues and clients
  • Needs-focused- communicate and collaborate with colleagues and clients; offer mentorship, assistance and support in any way you can to ensure the highest level of service, community spirit and wellness
  • Trust- demonstrate confidence and integrity in your dedication/ability to be accountable for decisions that have organizational impact

To Apply

Please send a cover letter and resume by email to Jane Gallagher, Executive Assistant, before 12:00 Noon on Friday, April 28. Be sure to state the role you’re interested in.