Assistant Account Manager

PROLINK Insurance Inc.; Toronto; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Medical and dental benefits

Work from home and in-office

Career growth

Office near Union Station

Job summary

PROLINK is seeking an Assistant Account Manager for its Associations & Affinity Groups team in Toronto. You will support Account Managers, assist clients with their professional insurance needs, and collaborate with the Digital Strategy Team to design self-service approaches for customers.

The role involves renewals, data entry in broker systems, and maintaining client files. A friendly, proactive, and customer-focused mindset is essential, with training provided as needed.

Qualifications

• RIBO license is an asset.
• 1–4 years as Assistant Account Manager or related role in insurance is preferred.
• Exposure to underwriting, professional liability or group insurance is a plus.
• Proficient with Word, Excel, and Outlook; SharePoint or HubSpot is a plus.
• Strong client-centric approach with multitasking, communication, organization and prioritization skills.

Responsibilities

• Assist clients with renewals, questions, and requests.
• Enter client data into the Broker Management System and company portals.
• Maintain client files in HubSpot.
• Support Account Managers/Executives in processing applications, renewals, endorsements, changes, cancellations, and re-marketing.
• Handle various letters for Account Managers/Executives (e.g., registered letters).
• Collect payments and reconcile accounts.
• Update bordereaux as needed.
• Perform renewal reminder call campaigns.
• Refer clients to Personal Insurance and Life departments.
• Be a positive, supportive team member and suggest improvements.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

SharePoint

HubSpot

Team player

Client-centric

Education

RIBO License

Tools

Broker Management System

HubSpot

Job description

Associations & Affinity Groups Full Time Toronto, ON Hybrid $50,000 - $55,000 CAD per year

Hire Reason:

Replacement

The Company:

PROLINK—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 Assistant Account Manager in PROLINK’s Professional Associations and Affinity Groups department, you’ll provide administrative support to the Account Managers while supporting our clients with their professional insurance needs. You'll also have the opportunity to collaborate with the Digital Strategy Team in designing effective self-service approaches that will transform the way we do business with our clients.

The Requirements:

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

• Education: RIBO License is an asset.
• Experience: One to four years of experience as an Assistant Account Manager, or related role 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.
• Skills: A team player with a client-centric approach, ready to deliver great service. Comfort with multi-tasking in a high transaction volume environment, with proven communication, organizational, time-management and prioritization skills. Experience with Microsoft Word, Excel and Outlook are required. Experience with SharePoint or HubSpot would be an asset.
• Softer Skills: A person who is positive, energized, articulate, engaging, empathetic and approachable.

Duties and Responsibilities:

• Assisting clients with renewals, addressing their questions, and fulfilling their requests;
• Uploading client information through our Broker Management System or through company portals;
• Maintaining client files within HubSpot;
• Assisting Account Managers/Account Executives in processing and reviewing applications, renewals, endorsements changes, cancellations, and the re-marketing of clients;
• Handling various letters for Account Managers/Account Executives (i.e. registered letters);
• Collecting payments and reconciling accounts;
• Updating and maintaining bordereaux;
• Performing renewal reminder call campaigns on behalf of the Account Manager;
• Referring clients to the Personal Insurance and Life departments;
• Acting as a positive, supportive, and encouraging member of and contributor to the Associations & Affinity Groups Team;
• Proactively make suggestions as to how the department can serve clients better, advise them more effectively, and become more proficient.

We will provide you with coaching and training as needed to help you achieve excellence.

The Benefits:

• Enjoy a competitive compensation package;
• Access comprehensive medical and dental benefits that will come in force on your first day as an employee;
• 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;
• 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;
• Grow your career in an organization that loves to recognize and reward its top talent;
• Relish in the comfort of working from home and from our office (as circumstances permit and require).

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.

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