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Account Executive, Life and Benefits

Full Time

Job Description

As an Account Executive, you will provide sales and administrative support to PROLINK’s Life and Benefits department.

Responsibilities

Sales:

  • To sell, in a consultative manner, life and group benefit insurance solutions – including new and renewal business.
  • To demonstrate and to continue to develop expertise in understanding:
    • Client needs in life, critical illness, disability, health & dental, HSA’s and group benefits insurance;
    • And the products and options available from our insurers.
  • To identify prospects and obtain referrals from within your client base.
  • To meet or exceed the forecasted premium volume and commission growth goals as established by your manager.
  • Conduct proper fact finds/needs analysis.
  • Complete necessary compliance reports.
  • Participate in weekly sales meetings.

 

Servicing and Support:

  • To ensure that the clients you serve are appropriately educated on their options and final choices, such that they are confident in their choice of broker, insurer(s), and solutions.
  • To ensure that each staff member who connects with your clients understands how they should be serviced.
  • To participate in the service of each client such that the client is secure in the knowledge that whenever there is a pressing need, a life change, or the occurrence of an unfortunate event, PROLINK will “have the client’s back,” serve them with appropriate speed and empathy, and help as needed.
  • To help foster in your clients a sense of belonging to the PROLINK organization such that they view you as “their personal connection in the insurance business” who can help them, their families, and their networks.
  • Provide ongoing support to the Vice President of the department.
  • To cultivate relationships with our all our departments so as to develop trust, and give and receive referrals.
  • To foster relationships with our insurers and key underwriters such that they become partners in serving you and your clients effectively.
  • To demonstrate a sense of caring for our clients, prospects, industry colleagues and partners, by helping as needed, resolving conflicts, showing a willingness to put in the extra effort when a situation demands it, and helping to foster collaboration and accountability.

Education & Experience

The ideal candidate will meet most of the following requirements:

  • Education: Must be LLQP licensed. Post Secondary/ University education preferred
  • Experience: One to four years of experience in a Life Insurance Sales capacity. Experience in an insurance brokerage or insurance company is 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.
  • Technical Skills
    • Strongly preferred skills:
      • MS Outlook & Office
      • SIG by KEAL
      • Insurers’ quoting software – (Canada Life, iA, CPP, Equitable Life, Manulife, and Manulife, RBC, Desjardins Financial, etc. )
      • APEXA, industry wide contracting & broker compliance platform
      • Insurers’ extranet and FASAT web re contract and compensation.
  • Attitude: A positive attitude with the flexibility to support the team with any ad-hoc needs.

 

Deliverables by first quarter:

  • Full knowledge of PROLINK exclusive Association Benefits Plans.
  • Able to quote with ease, process new business, and manoeuver portals.
  • Takes initiative in identifying marketing areas that need adjustments.

Other Information

  • 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;
  • Get to know your colleagues through one of our many social events (currently online);
  • Relish in the comfort of working from home and from our office (as circumstances permit and require).

Summary

Published on: June 10, 2021

Vacancy: 1

Employment Status: Full-time

Experience: 1-4 years

Job Location: Toronto

Application Deadline: Sep 1, 2021


    Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits


      Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits

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