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Account Manager (Insurance Advisor)

  • Toronto, ON, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Account Manager (Insurance Advisor), Commercial Programs

Hire Date: Immediate

Job Vacancy Status: Replacement

Employment: Permanent

Business Address: 150 King St W, Toronto, ON M5H 1J9

The Company

PROLINK Insurance Inc. - Canada’s Insurance Connection is an independent insurance brokerage. We have been in business since 1982, operating on the principles of integrity, honesty and caring. We provide tailor-made risk management and insurance solutions to Professional Associations and Affinity Groups, Canadian enterprises, small businesses, and individuals. We are laser-focused on simplifying traditional insurance transactions by building intuitive and engaging digital experiences.

Our goal is to help our clients feel confident in their decisions, secure that we will be there for any urgent need, and connected to PROLINK as their trusted insurance resource. By nurturing one-on-one relationships with our clients, we have built a reputation as valued advisors and advocates nationwide.

The Role

As an Account Manager in PROLINK’s Professional Associations and Affinity Groups department, you’ll provide advice using a consultative approach to help our clients make educated decisions about their professional insurance needs.

The Requirements

To be seriously considered for this role, you must meet the following requirements:

  • Education: Must be RIBO Licensed;
  • Experience: Minimum 4-7 years of experience in Account Management, Sales, Underwriting, or related roles in an insurance brokerage or insurance company is strongly preferred. Exposure to Underwriting, Commercial Insurance (Professional Liability Insurance as well as Commercial General Liability Insurance), or Group Insurance, is a great asset;
  • Language of Work: Fluency in English is required. Proficiency in additional languages is considered an asset.
  • Skills: A team player with a client-centric approach, ready to deliver great service. Comfort with managing multiple demands, with proven organizational, time-management and prioritization skills.
  • Softer Skills: A person who is positive, energized, articulate, engaging, empathetic and approachable.
  • Communication Skills: A person with excellent written and verbal communication skills.

The Responsibilities

  • Imparting your expertise to provide an exceptional, consultative client experience that helps clients feel secure in the decisions they make on their insurance needs
  • Develop a deep understanding of clients’ needs, preferences and expectations
  • Cultivating client relationships by taking the time needed to understand their unique requirements and exploring the opportunity to upsell or cross-sell insurance products
  • Driving other lines of business within the company by referring clients to the Personal Insurance, Commercial Enterprise, and Life and Benefits teams, when appropriate
  • Stay updated on Program knowledge; features, specifications, benefits of the program products
  • Stay informed with industry trends within your vertical, competitor products and market changes
  • Contributing to a cohesive and centralized view of each client by diligently uploading client interactions through the Broker Management System or other company portals which will enable a consistent client experience
  • Leveraging a multi-channel approach to assist clients with their needs in a fast-paced environment
  • Advocating for your clients by always looking for a solution and providing sound risk management advice
  • Ensure high level of customer satisfaction by delivering exceptional service
  • Uphold a reputation for customer service excellence
  • Assisting the company’s financial growth by invoicing, collecting payments, and reconciling accounts at times
  • Engage in continuous learning to stay updated on industry trends, product updates and best practices
  • Participate in training programs/seminars/webinars to enhance skills related to the Account Manager Role

The Benefits

  • Enjoy a competitive compensation package
  • Access comprehensive medical and dental benefits that will take effect on your first day
  • Relish in the comfort of working from home and from our office (as circumstances allow)
  • Experience the heart of Toronto’s financial district when in the office. PROLINK is steps away from Union Station and is connected to St. Andrew subway station
  • Grow your career in an organization that loves to recognize and reward its top talent
  • Work for a company that has the best of both worlds: the professionalism and success of a corporate environment, with the family-oriented and collaborative feel of a small business

At PROLINK, diversity begins and ends with our employees. It is important to us that we create a diverse, equal, inclusive, and accessible work environment where our employees feel valued, respected, and supported. We are proud to be an equal opportunity employer and are committed to building a workforce that reflects the community in which we live and work.

We are dedicated to providing accommodations where necessary during all parts of the hiring process to applicants. If you require accommodations, please notify us and we will work with you to meet your needs.

Contact Information

Email: pierceb@prolink.insure

Phone: 416-572-9410

Fax: 416-595-1649

Mail: 150 King St W, Toronto, ON M5H 1J9

  • Artificial intelligence will be used to screen, assess, and/or select applicants.*
More about this job

Responsibilities

Provide consultative insurance advice, understand clients’ needs, and build relationships while identifying appropriate opportunities to upsell, cross-sell, and refer clients to other business teams. Maintain program and industry knowledge, document client interactions, deliver excellent service and risk management guidance, and support invoicing, payment collection, and account reconciliation.

Requirements

A RIBO license is required, along with 4–7 years of experience in account management, sales, underwriting, or a related role in an insurance brokerage or company. Commercial insurance, professional liability, commercial general liability, underwriting, or group insurance experience is an asset; strong communication, organization, prioritization, and client-service skills are expected, and English fluency is required.

Skills

  • Account Management
  • Insurance Advisory
  • Consultative Selling
  • Commercial Insurance
  • Professional Liability Insurance
  • Commercial General Liability Insurance
  • Underwriting
  • Group Insurance
  • Risk Management
  • Upselling
  • Cross-Selling
  • Customer Service
  • Communication
  • Organization
  • Time Management

Benefits

  • Medical Benefits
  • Dental Benefits
  • Work From Home
  • Career Growth And Recognition

Visa sponsorship

Not detected in the job text

Hiring contact email

pierceb@prolink.insure

Categories

  • Customer Service & Support
  • Sales
  • Finance & Accounting
  • Management & Leadership

Keywords

  • RIBO License
  • Account Management
  • Insurance Brokerage
  • Commercial Insurance
  • Professional Liability Insurance
  • Commercial General Liability Insurance
  • Group Insurance
  • Underwriting
  • Risk Management
  • Professional Associations
  • Affinity Groups
  • Consultative Approach
  • Upselling
  • Cross-Selling
  • Customer Satisfaction
  • Broker Management System
  • Program Knowledge
  • Industry Trends
  • Competitor Products
  • Market Changes
  • Invoicing
  • Payment Collection
  • Account Reconciliation
  • English Fluency

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