Account Manager, Commercial Programs

Full Time

Job Description

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.


  • Imparting your expertise to provide an exceptional, consultative client experience that helps clients feel secure in the decisions they make on their insurance needs;
  • Developing 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;
  • Staying updated on Program knowledge; features, specifications, and benefits of the program products;
  • Staying informed with industry trends within your vertical, competitor products and market changes;
  • Enabling a successful renewal for each Association or Group in your portfolio by engaging all relevant internal/external stakeholders (the Insurance Company, the Account Executive, the Assistant Account Manager, the Marketing team) and processing a high volume of renewals;
  • Collaborating with an Assistant Account Manager to streamline policy-related administrative tasks such as processing and reviewing applications, renewals, endorsement changes, cancellations, re-marketing of clients, and claims application initiation;
  • 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 acting as a liaison with the insurance company to discuss any underwriting concerns and provide sound underwriting advice;
  • Ensuring a high level of customer satisfaction by delivering exceptional service;
  • Upholding a reputation for customer service excellence;
  • Assisting the company’s financial growth by invoicing, collecting payments, and reconciling accounts at times;
  • Engaging in continuous learning to stay updated on industry trends, product updates and best practices;
  • Participating in training programs/seminars/webinars to enhance skills related to the Account Manager Role.

Education & Experience

The ideal candidate will meet many to most of 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;

  • 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. A person with excellent written and verbal communication skills.

  • Softer Skills: A person who is positive, energized, articulate, engaging, empathetic and approachable.


  • Enjoy a competitive compensation package;

  • Access comprehensive medical and dental benefits that will come in force on your first day as an employee;

  • Relish in the comfort of working from home and from our office (as circumstances permit and require).

  • 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.


Published on: January 23, 2024

Vacancy: 1

Employment Status: Full-Time

Experience: 4+ years

Job Location: Toronto

Application Deadline: May 31, 2024

    Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits

      Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits

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