Account Executive, Life and Benefits

2 weeks ago

Toronto, Ontario, Canada PROLINK Full time

Account Executive, Life and Benefits

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 connected 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 Role:

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


As members of the PROLINK team, Account Executives have the advantage of knowing that clients from the other lines of business of PROLINK (for example, Personal Lines, Commercial and Corporate clients, Associations and Affinity Groups) are available to be referred for individual and group life, disability, critical, health and dental and other required health (travel medical, AD&D, etc.) insurance in addition to any clients that the Account Executives introduce as new clients to PROLINK.


Deliverables by first quarter:

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

The Requirements:

-
Education:Must be LLQP licensed; Post Secondary/University education preferred.
-
Experience: 4 or more years of experience in a life and health insurance sales capacity; experience in an insurance brokerage or insurance company would be 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. ) and Insurers' extranet and FASAT web (contract and compensation)
  • APEXA (industry wide contracting & broker compliance platform)
-
Attitude: A positive attitude with the flexibility to support the team with any ad-hoc needs.

Duties and Responsibilities:

Sales:

  • Sell, in a consultative manner, life and group benefit insurance solutions including new and renewal business;
  • Demonstrate and continue to develop expertise in understanding:
  • Client needs in life, critical illness, disability, health & dental, HSA's and group benefits insurance; and
  • Various products and options available from Canada's major life insurers.
  • Identify prospects and obtain referrals from within your client base;
  • 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:

  • 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;
  • Ensure that each staff member who connects with your clients understands how they should be serviced;
  • 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;
  • 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 Life and Benefits Department;
  • Cultivate relationships with all of our departments so as to develop trust, and provide and receive referrals;
  • Foster relationships with our insurers and key underwriters such that they become partners in serving you and your clients effectively;
  • 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.

The Benefits:

  • 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 Tor

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