JOB SUMMARY:
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.
KEY RESPONSIBILITIES:
- 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.
- All candidate screening and assessments are conducted by our team—AI is not used in the interview process.
PREFERRED SKILLS:
- Preferably 3+ years of insurance experience.
- Good understanding of Microsoft Office Suite (Excel, Word etc.).
- Ability to manage multiple priorities within tight timeframes 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 a must.
Office: Located In Toronto
The target salary for this role is $59,000 - $79,000.
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Skills Required
- 3+ years of insurance experience
- Microsoft Office Suite experience, including Excel and Word
- Ability to manage multiple priorities within tight timeframes while maintaining accuracy and attention to detail
- Advanced problem-solving skills for resolving broker complaints or needs
- Exceptional analytical skills for analyzing broker data
- Advanced motivational and negotiation skills
- Strong time management and organizational skills
- Ability to quickly learn new systems and procedures
- Exceptional customer service and contact management skills
- Excellent verbal, written, and communication skills
- Ability to work independently and in a team environment
- Fluency in written and verbal English and Quebecois French
What We Do
Imperial PFS Canada helps insurance brokers, carriers, and managing general agencies across Canada grow through customized insurance-premium financing programs. Its payment programs and quoting systems help clients become more competitive, increase revenue, and reduce operating costs by integrating payment solutions into their businesses. The company is part of Imperial PFS, which provides innovative financial and technology solutions and short-term loans for insurance coverage.
