Hybrid Account Executive and Co-ordinator Administration

Hybrid Account Executive and Co-ordinator Administration

Life & Benefits Full Time Toronto, ON Hybrid $60,000 - $75,000 CAD per year

Job Vacancy Status: New Hire

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.

As an Account Executive/Coordinator, you will provide sales and administrative support to PROLINK
’s Life and Benefits Department.

Your role will be to support the Manager, Group Benefits and Sales with all programs and client interactions pertaining to employee group benefit plans and group association employer/employee programs.

As a member 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
.

The ideal candidate will meet most of the following 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.
• Technical
  
  Skills:
  
  Strongly preferred:
• MS Office Suite, including Outlook and Excel;
• Insurers' quoting software (Canada Life, iA, iA excellence, CPP, Equitable Life, Manulife, and Manulife, RBC, Desjardins Financial, etc.);
• Ability and willingness to learn other internal proprietary systems as required.

Soft‑

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.

• Conduct outbound telephone sales campaigns to existing PROLINK clients to promote and sell (or refer to an appropriate Sales Account Executive within the Life & Benefits Team) employee group benefit plans and other related insurance services (including Health Spending Accounts, Wealth Spending Accounts, Private Health Care Plans, Group Retirement Savings Plans, etc.)
• Review and scrub client listings in preparation for the outbound phone campaigns
• 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…