Opportunity Helping businesses keep a promise to their employees is a great feeling, and that is what our client delivers every day. They are looking for great team members who want to feel fantastic about the benefit plan services they provide and the good they do. Role Summary As an Account Manager, you will be front and centre servicing a block of Benefits clients. You proactively provide customer service, onboarding of new clients, proactive customer service, adhering to service commitments, on-site employee meetings, working closely with Group Benefits Account Management, and advisor channel support. Responsibilities Proactive client Account Management Preparation and delivery of yearly reviews with clients Creatively address customer issues and suggest solutions and options Coordinate and collaborate with advisors in the delivery channel Prospecting for net new retirement products business Provide professional, high standard customer...

Life Insurance - Inside Sales Our client is an exciting insurtech start-up that is transforming the way Canadians buy insurance. They have built a brand new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's Life insurance industry. With a compelling vision, proven management team, and significant seed funding, they bring innovation and disruption to the rapidly evolving insurtech space.   Who they are looking for:  Are you building a career in the insurance industry? Do you consider yourself a natural when it comes to client management and customer service? Do you want to have a big impact on a well-funded start-up? They are searching for an enthusiastic and knowledgeable Life & Living Benefits Advisor to manage prospective buyers and clients that come to our digital platform. The selected candidate is expected to deliver informed and accurate advice on a wide...

Our client is looking to add an Underwriter to their growing department.  The ideal candidate will be responsible for assessing, evaluating and making decisions about risks for existing and new customers. As the Underwriter, you will be responsible for the underwriting and delivery of the companies risk management, grant and regulatory programs.  The Role:   Assess application eligibility for enrolment in programs Underwrite mid-term contract changes and renewals for customers Make decisions regarding risks and exceptions within your authority limits Review and process financial transactions relevant to underwriting Engage other specialists or the team leader as necessary to evaluate risks and make appropriate decisions Contribute to the achievement of departmental service-level metrics Respond to underwriting phone calls and serve customers by providing program information and handling escalations Deal directly with customers, agencies...

Position Summary & Objective: The Commercial Lines Account Manager - Mid Market will be responsible for the renewal cycle of an account. Principally to advise the client on matters of coverage and pricing, to place the client’s risks with the most suitable market on a timely basis, and to ensure the accuracy and integrity of documents and data according to the workflows of the brokerage. Essential Functions: Support team in preparing/conducting new and renewal presentations Help Producer meet retention goals Form Strong Market relationships Account Rounding  Prepare all necessary new sales paperwork  Ensure that clients’ queries and requests are responded to in a professional and timely manner (internal & external) Develop strong, effective relationships with clients (internal & external) Ensure that the brokerage’s service standards are upheld Work in a team environment alongside Producers and Account...