Insurance Account Manager — Consultative Advisor (Hybrid)

Collage

Toronto

Hybrid

CAD 60,000 - 75,000

Full time

2 days ago
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Benefits offered by this job

Competitive compensation
Medical & dental benefits from day one
Work from home option
Office in Toronto financial district
Career growth opportunities
Hybrid corporate culture

Job summary

PROLINK Insurance Inc. seeks an Account Manager for its Professional Associations and Affinity Groups team in Toronto. The role offers a consultative approach to advising on professional insurance needs, with opportunities to upsell and cross-sell while building lasting client relationships.

You will collaborate across Personal Insurance, Commercial Enterprise, and Life and Benefits groups, delivering exceptional service in a hybrid work setting.

Qualifications

  • Must be RIBO licensed and eligible to work in Canada.
  • 4–7 years in Account Management, Sales, Underwriting, or related roles in insurance.
  • Fluency in English; additional languages are an asset.

Responsibilities

  • Provide consultative insurance advice to clients.
  • Develop understanding of client needs and expectations.
  • Cultivate client relationships and explore upsell opportunities.
  • Refer clients to related teams for broader coverage needs.
  • Stay updated on product features, industry trends, and regulations.
  • Document client interactions in the broker management system.
  • Support collection, invoicing, and basic account reconciliation.
  • Engage in ongoing learning and training programs.

Skills

Team player
Client-centric
Organizational skills
Time management
Prioritization
Communication skills

Education

RIBO Licensed

Job description

PROLINK Insurance Inc. seeks an Account Manager for its Professional Associations and Affinity Groups team in Toronto. The role offers a consultative approach to advising on professional insurance needs, with opportunities to upsell and cross-sell while building lasting client relationships.

You will collaborate across Personal Insurance, Commercial Enterprise, and Life and Benefits groups, delivering exceptional service in a hybrid work setting.

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