Account Manager

Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.

Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”

How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.

• At the office:
  Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
• Getting started:
  We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
• Staying healthy:
  Our wellness program, Live Well, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
• Registered Retirement Savings Plan (RRSP) with matching employer contributions.
• Company culture:
  Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
• Peace of mind:
  Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, AD&D, private duty nursing, paramedical services, and many more!
• All candidate screening and assessments are conducted by our team—AI is not used in the interview process.

The Account Manager is responsible for the development and growth of business in their territory through the development of relationships with Insurance Brokers. Account Managers are key in building strong customer relationships and are responsible for successfully managing and growing those relationships. The Account Manager must possess strong customer service skills, superior communication and negotiation skills and strong attention to detail to ensure accurate financing documentation.

This role collaborates frequently across teams to ensure that we are providing legendary service to our Brokers.

We provide a competitive salary, bonus structure, benefits plan and a fun and professional team focused working environment and are looking for a dynamic and energetic individual to join the team.

• Responsible for quoting, renewal and new business follow ups.
• Liaise with regional Director of Sales or VP of Sales.
• Ensure all aspects of customer relationships receive ongoing attention to grow and elevate the Broker experience.
• Assist in the effective operations for the processing of customer finance arrangements.
• Train brokers in the systems and use of financing.
• Handle escalations and complex Brokers
• Occasional travel within the territory will be required.
• The annual compensation range for this position is $58,000 - $77,000 CAD

• Preferably 3+ years of insurance experience.
• Good understanding of Microsoft Office Suite (Excel, Word etc.).
• Ability to manage multiple priorities within tight time frames while maintaining ongoing accuracy and attention to detail.
• Advanced problem-solving skills to help resolve broker complaints or needs.
• Exceptional analytical skills for analyzing broker data.
• Advanced motivational and negotiation skills.
• Strong time management & organization skills are essential.
• Ability to quickly learn new systems and procedures.
• Exceptional customer service and contact management skills.
• Excellent verbal, written and communication skills.
• Positive attitude, highly motivated, ability to work independently in a team environment.
• Outgoing, confident personality, comfortable in dealing with clients and other employees.
• Written and verbal fluency in English and Québécois French is preferred not required.