Retention Specialist, Personal Insurance

Full Time

Job Description

As a Retention Specialist, you will help generate and nurture Personal Insurance leads. You will use a consultative approach to advise clients and help them make educated decisions about their Personal Insurance needs. As a member of the Personal Insurance Sales Team, you will report directly to the Vice President of Personal Insurance.


  • Reviewing PROLINK’s current clients and reassessing if they qualify to be remarketed and sell the remarketed quotes to the client(s);
  • Utilizing Compquote to assess if the client is getting the best rate for their risk and uploading to our insurer’s portal(s);
  • Communicating with clients and sending documentation;
  • Being an expert in the insurance space with regards to market trends related to products and premium fluctuations;
  • Proactively seeking out clients who have seen large increases and quote our other markets typically 45-60 days before the client’s renewal by utilizing the reporting structure within our Broker Management System (SIG);
  • Handling new business quote requests which are considered low revenue accounts such as tenant, condo, boat, single auto, etc.;
  • Periodically having the opportunity to sell larger new business accounts when helping the main sales team during busier times (i.e. marketing promotions) or when covering for one of the current Account Executives while they’re away on vacation;
  • Acting as a positive, supportive, and encouraging contributor to the Personal Insurance team;
  • Proactively making suggestions as to how the department can serve clients better, advise them more effectively, and become more proficient;
  • Ad hoc requests as directed by your Manager.

To demonstrate excellence in:

  • Time management and attention to detail;
  • Your ability to multi-task in a high transaction volume environment;
  • Communications;
  • Your use of Microsoft Office and SIG technology (we will train you as needed).

Education & Experience

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

  • Education: Must be RIBO licensed.
  • Experience: A minimum of 2 years of experience in Account Management, Sales, Underwriting, or related roles in an insurance brokerage or insurance company. Exposure to Underwriting, Personal Insurance (High Net Worth), or Group Insurance is preferred. Experience with SIG is an asset.
  • Skills: A team player with a client-centric approach, ready to deliver great service and put the interests of the client first. 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.


  • 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: August 31, 2022

Vacancy: 1

Employment Status: Full-Time

Experience: 2+ years

Job Location: Toronto

Application Deadline: September 21, 2022

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