Account Manager (Insurance Advisor)

PROLINK; Toronto; Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive pay

Medical & dental benefits

Hybrid work from home & office

Toronto financial district access

Job summary

PROLINK Insurance Inc. in Toronto is seeking an Account Manager in the Professional Associations and Affinity Groups division. You will provide consultative guidance to help clients choose and manage professional insurance needs.

The role requires a RIBO license, 4–7 years of experience in insurance-related roles, and excellent English communication. Hybrid work from home and office options are available in Canada's busy financial district, with opportunities to grow within the firm.

Qualifications

• Must be RIBO Licensed.
• 4–7 years of experience in Account Management, Sales, Underwriting, or related roles in an insurance brokerage or insurance company are strongly preferred.
• Exposure to Underwriting, Commercial Insurance (Professional Liability and CGL), or Group Insurance is a great asset.
• Fluency in English; additional languages are an asset.

Responsibilities

• Provide consultative client service to help clients make educated insurance decisions.
• Develop deep understanding of clients’ needs and expectations.
• Cultivate client relationships and identify upsell/cross-sell opportunities.
• Refer clients to Personal Insurance, Commercial Enterprise, and Life & Benefits teams when appropriate.
• Stay updated on program knowledge, features, and industry trends.
• Upload client interactions to Broker Management System for a cohesive client view.
• Assist with multi-channel support to meet client needs in a fast-paced environment.
• Aim for high customer satisfaction through exceptional service.

Skills

Team player

Client-centric

Organization

Time management

Prioritization

Positive attitude

Energetic

Clear communication

Written communication

Verbal communication

Empathy

Approachability

Education

RIBO Licensed

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

• 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 adviceEnsure 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: [e-mail]

Phone: [phone]

Fax: [phone]

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

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