Account Manager

Job summary

The Account Manager serves as the primary bridge between insurance carriers and brokers, managing the full-cycle life insurance application process from submission to commission. They are responsible for building strong relationships with brokers, ensuring compliance with regulatory and carrier standards, and providing underwriting feedback.

Job details

The Account Manager serves as the primary bridge between insurance carriers and brokers, managing the full-cycle life insurance application process from submission to commission. They are responsible for building strong relationships with brokers, ensuring compliance with regulatory and carrier standards, and providing underwriting feedback. Candidates must have at least 1 year of experience in the life insurance industry and possess strong organizational and communication skills. Proficiency in MS Office Suite and the ability to manage tight deadlines while maintaining high service standards are essential for success.

What you’ll do

The Account Manager serves as the primary bridge between insurance carriers and brokers, managing the full-cycle life insurance application process from submission to commission. They are responsible for building strong relationships with brokers, ensuring compliance with regulatory and carrier standards, and providing underwriting feedback.

Requirements

Candidates must have at least 1 year of experience in the life insurance industry and possess strong organizational and communication skills. Proficiency in MS Office Suite and the ability to manage tight deadlines while maintaining high service standards are essential for success.

Benefits

• Competitive compensation
• Incentives
• Bonuses
• Flexible work arrangements
• Generous time off
• Company-matched RRSPs
• Sponsored training and development programs
• Tuition reimbursement
• Professional license fee coverage
• Membership dues coverage
• Discounts on events
• Travel discounts
• Accommodation discounts
• Personal home and auto insurance discounts
• Extended health benefits
• Disability insurance

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Attention to detail · Preferred
• Compliance · Preferred
• Multitasking · Preferred
• Prioritization · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Multitasking
• Life insurance
• Relationship management
• Compliance
• Underwriting feedback
• Time management
• Organizational skills
• Prioritization
• MS Office Suite
• Communication skills
• Attention to detail

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Management & Leadership

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