The Company: PROLINK - Canada’s Insurance Connection is an independent insurance brokerage. We have been in business since 1982, operating on the principles of integrity, honesty and caring. We provide tailor-made risk management and insurance solutions to Professional Associations and Affinity Groups, Canadian enterprises, small businesses, and individuals. We are laser-focused on simplifying traditional insurance transactions by building intuitive and engaging digital experiences.
Our goal is to help our clients feel confident in their decisions, secure that we will be there for any urgent need and connect to PROLINK as their trusted insurance resource. By nurturing one-on-one relationships with our clients, we have built a reputation as valued advisors and advocates nationwide.

THE REQUIREMENTS:

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

• Education: Must be RIBO Licensed;
• Experience: Minimum 2-3 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.
• Softer Skills: A person who is positive, energized, articulate, engaging, empathetic and approachable.
• Communication Skills: A person with excellent written and verbal communication skills.

THE ROLE:

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. In addition to exceptional client service, you will play a key role in supporting the growth and long-term success of the program through business development initiatives.

THE RESPONSIBILITIES:

• Impart your expertise to provide an exceptional, consultative client experience that helps clients feel secure in the decisions they make on their insurance needs;
• Develop a deep understanding of clients’ needs, preferences, and expectations;
• Cultivate client relationships by taking the time to understand their unique requirements and exploring opportunities to upsell or cross-sell insurance products;
• Drive other lines of business within the company by referring clients to the Personal Insurance, Commercial Enterprise, and Life and Benefits teams, when appropriate;
• Stay updated on Program knowledge, including features, specifications, and benefits of program products;
• Remain informed on industry trends, competitor products, and market changes;
• Contribute to a cohesive and centralized view of each client by diligently uploading client interactions into the Broker Management System or other company portals;
• Leverage a multi-channel approach to assist clients with their needs in a fast-paced environment;
• Advocate for your clients by always looking for solutions and providing sound risk management advice;
• Ensure high levels of customer satisfaction by delivering exceptional service;
• Uphold a reputation for customer service excellence;
• Assist with financial processes, including invoicing, collecting payments, and reconciling accounts when needed;
• Engage in continuous learning to stay updated on industry trends, product updates, and best practices;
• Participate in training programs/seminars/webinars to enhance skills related to the Account Manager role;
  Business Development & Program Growth Responsibilities

AS PART OF THIS ROLE, THE ACCOUNT MANAGER WILL BE EXPECTED TO:

• Identify and pursue opportunities to grow the program through cross-sell, up-sell, and referral initiatives;
• Build strong relationships with association partners, industry stakeholders, and prospective clients to expand the program’s reach and impact;
• Collaborate with internal teams, including Marketing, Product, and Business Development, to support strategic initiatives and lead generation campaigns;
• Monitor industry trends, client feedback, and competitive activity to inform growth strategies and improve program positioning;
• Contribute to the development and execution of outreach plans, webinars, and other educational initiatives that drive engagement and acquisition.
  This is an excellent opportunity for someone who is both client-focused and growth-minded- someone who thrives on building relationships, spotting opportunities, and taking initiative to support the evolution of a high-performing insurance program.

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

• Education: Must be RIBO Licensed;
• Experience: Minimum 2-3 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.
• Softer Skills: A person who is positive, energized, articulate, engaging, empathetic and approachable.
• Communication Skills: A person with excellent written and verbal communication skills