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Senior Account Manager, Commercial Enterprise

Full-Time

Job Description

As a Senior Account Manager in PROLINK’s Commercial Enterprise department, you will serve a set of larger, complex commercial corporate clients such that they value their relationships and experiences with you and their PROLINK team. In this role, you will:

  • Understand each client’s risk management needs, identify gaps in coverage and loss exposures, and recommend insurance coverage;
  • Ensure each client is confident in their choice of broker, insurer(s) and solutions;
  • 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 businesses, and even their families and networks;
  • Be the commercial insurance expert for each client, fully updated on industry trends and solutions, to keep clients fully informed with relevant information and perspectives.;
  • Demonstrate that whenever there is an urgent need, the client can be secure in knowing that you and the PROLINK team have the client’s back and will respond quickly, professionally and with the appropriate actions and/or answers.

Deliverables in first quarter:

  • Meeting retention targets;
  • Be able to audit files thoroughly;
  • Know and demonstrate the client experience guidelines.

Responsibilities

  • Enable a successful renewal for each client by engaging all relevant internal/external stakeholders (the Insurance Company, the Account Executive, the Assistant Account Manager, the Marketing team);
  • Drive other lines of business within the company by referring clients to the Personal Insurance, and Life and Benefits teams, when appropriate;
  • Oversee, guide and/or instruct support staff as needed on:
    • The preparation and timely issuance of policies, cover notes, certificates of insurance, binders, invoices and client correspondence, where applicable;
    • The administration of claims reporting with insurers;
  • Assist the company’s financial growth by invoicing, collecting payments, and reconciling accounts at times;
  • Act as the primary client advocate on claims when necessary;
  • Collaborate with Producers and Associates in the effective management and growth of your account base;
  • Upload client interactions through the Broker Management System or other online tools which will enable a consistent client experience;
  • Develop and maintain relationships with insurance companies and knowledge of their products, wordings and underwriting rules so as to be effective at analyzing coverage and negotiating.

Education & Experience

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

  • Education: RIBO License is preferred.

  • Experience: 5 to 7 years as an Account Manager in an insurance brokerage or insurance company is strongly preferred.

  • 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.

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

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;

  • 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.

Summary

Published on: July 21, 2022

Vacancy: 1

Employment Status: Full-Time

Experience: 5+ years

Job Location: Toronto

Application Deadline: August 11, 2022


    Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits


      Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits

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