Bilingual Senior Account Manager, Commercial Insurance
Build meaningful client relationships in a fast-paced insurance environment where your expertise and communication skills make a real impact. This permanent full-time opportunity offers competitive compensation, benefits effective from the first day, flexibility to work from home and the office, quarterly travel to Québec, and the chance to grow within a collaborative organization located in Toronto’s financial district.
What is in it for you:
- Annual salary of 70K-85K based on experience.
- Additional earning potential through cross-selling commissions, referrals to other departments, an annual discretionary bonus of up to 12%, and a variable bonus based on team practice performance.
- Permanent full-time position.
- Standard schedule from 9:00 am to 5:00 pm.
- 40 hours per week with a one-hour unpaid lunch break.
- Hybrid role with approximately 90% remote work and 10% in-office attendance for team meetings and events.
- Quarterly travel to Québec required as part of the role.
- 3 weeks of vacation upon hiring.
- 6 personal/sick days and 2 bereavement days.
- Additional paid time off including 1 holiday bonus day, 1 birthday bonus day, 2 religious days, 1 volunteer day, and 1 study and exam day.
- Benefits coverage through Greenshield and MyHSA, including 80% dental coverage, 100% prescription coverage, and a health and wellness spending account.
- RRSP matching program through Wealthsimple with up to a 1% employer match after 1 year of service.
- Equipment provided includes up to 2 monitors, laptop, keyboard, mouse, headset, webcam, and docking station.
Responsibilities:
- Provide a consultative client experience to support clients in making informed decisions regarding their professional insurance needs.
- Build and maintain client relationships by understanding their unique requirements and identifying opportunities to upsell or cross-sell insurance products.
- Refer clients to internal teams including Personal Insurance, Commercial Enterprise, and Life and Benefits, when appropriate.
- Manage a high volume of renewals by coordinating with internal and external stakeholders, including insurance companies, account executives, assistant account managers, and marketing teams.
- Collaborate with an Assistant Account Manager on policy administration tasks, including applications, renewals, endorsement changes, cancellations, re-marketing activities, and claims application initiation.
- Maintain accurate client records and interactions within the Broker Management System and other company portals.
- Support clients through multiple communication channels in a fast-paced environment.
- Act as a liaison between clients and insurance companies regarding underwriting concerns and provide underwriting guidance.
- Support financial operations by assisting with invoicing, payment collection, and account reconciliation activities.
What you will need to succeed:
- RIBO license required (Registered Insurance Brokers of Ontario certification).
- Bilingual in English and French to support clients, stakeholders, and business activities in both languages, including quarterly travel to Québec.
- 5-7 years of experience in Account Management, Sales, Underwriting, or related roles within an insurance brokerage or insurance company.
- Exposure to Underwriting, Commercial Insurance, including Professional Liability Insurance and Commercial General Liability Insurance, or Group Insurance is considered a strong asset.
- Strong organizational, time-management, and prioritization skills with the ability to manage multiple demands effectively.
- Client-centric mindset with a collaborative and team-oriented approach.
- Positive, articulate, engaging, empathetic, and approachable communication style.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
Pay: $70,000.00-$85,000.00 per year
Benefits:
- Dental care
- Paid time off
- RRSP match
- Work from home
Application question(s):
- Are you comfortable working primarily remotely while attending in-office meetings and special events when required?
- Are you comfortable with frequent travel to Québec?
Experience:
- Commercial insurance: 1 year (required)
- Insurance brokerage: account management, sales, underwriting: 5 years (required)
Language:
- English (required)
- French (required)
Licence/Certification:
- RIBO or AMF certification (required)
Work Location: Hybrid remote in Ottawa, ON
