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Job Title


Insurance Account Representative


Company : Andrei Roberge Consulting, Inc.


Location : Toronto, Toronto


Created : 2026-01-18


Job Type : Full Time


Job Description

My client looking for a Life Insurance Account Manager. The role provides a compensation of 110,000-130,000$/year, bonus, and benefits. Looking for those 3-5 years out of University with a background in finance, business, public admin, or any STEM field. No direct life insurance experience needed, but obviously preferred. Also interested in those within the banking sector. Be professional, have excellent attention to detail, and be highly organized. Candidate to be based out of Toronto or Vancouver, but willing to consider remote for those with relevant industry experience. Detailed Job Description: Working as part of the team, you will perform a broad range of integral functions in client life insurance solution management and maintenance operations, including facilitating policy renewals and premium financing, engaging in direct discussions with clients and other stakeholders, ensuring the completeness and accuracy of client life insurance actuarial models and other duties. These activities will collectively drive improved efficiency and accuracy in the administrative work-streams, improving operational performance of the business. This position is a rewarding and fulfilling opportunity for a committed, diligent individual that will have a meaningful impact on the trajectory of the company as. Your role will include, but will not be limited to: Notifying clients and lenders of upcoming life insurance renewal details Coordinating annual life insurance policy financing with lenders to facilitate policy renewal Liaising between lenders and clients during life insurance premium financing renewals as required Ensuring client life insurance policy actuarial models are updated and accurate Building a flow of funds model covering clients, lenders, insurance companies, and other entities for the upcoming policy year Coordinate meeting with the client to go over the life insurance policy renewal details Fielding queries from clients throughout the policy year regarding their insurance plan and directing them to the appropriate stakeholders as required Performing general administrative duties related to changes in clients'' life insurance policies, when applicable Ensuring the clients'' records are accurate throughout the policy year Required Skills or Experience A higher education degree in business, public administration, actuarial, or a related field Three to five (3-5) years of experience working in the life insurance industry Excellent time management and organizational skills Excellent verbal and written communication skills Excellent attention to detail Professional demeanour and a client-centric focus A self-starter with problem-solving initiative, diligence, and an ability to learn quickly Salary and Benefits $110,000 - $130,000 base salary with opportunity for a bonus (up to 20%) subject to personal and company performance Extended health benefits plan Position Type Nature: Permanent, full-time, and in person. Time Commitment: 40 hours per week, with occasional overtime required Work Location: Vancouver, BC and Toronto, ON Start Date. Immediate Please note: Candidates must be currently authorised to work in Canada.Working as part of the team, you will perform a broad range of integral functions in client life insurance solution management and maintenance operations, including facilitating policy renewals and premium financing, engaging in direct discussions with clients and other stakeholders, ensuring the completeness and accuracy of client life insurance actuarial models and other duties. These activities will collectively drive improved efficiency and accuracy in the administrative work-streams, improving operational performance of the business. This position is a rewarding and fulfilling opportunity for a committed, diligent individual that will have a meaningful impact on the trajectory of the company as. Your role will include, but will not be limited to: Notifying clients and lenders of upcoming life insurance renewal details Coordinating annual life insurance policy financing with lenders to facilitate policy renewal Liaising between lenders and clients during life insurance premium financing renewals as required Ensuring client life insurance policy actuarial models are updated and accurate Building a flow of funds model covering clients, lenders, insurance companies, and other entities for the upcoming policy year Coordinate meeting with the client to go over the life insurance policy renewal details Fielding queries from clients throughout the policy year regarding their insurance plan and directing them to the appropriate stakeholders as required Performing general administrative duties related to changes in clients'' life insurance policies, when applicable Ensuring the clients'' records are accurate throughout the policy year Required Skills or Experience A higher education degree in business, public administration, actuarial, or a related field Three to five (3-5) years of experience working in the life insurance industry Excellent time management and organizational skills Excellent verbal and written communication skills Excellent attention to detail Professional demeanour and a client-centric focus A self-starter with problem-solving initiative, diligence, and an ability to learn quickly Salary and Benefits $110,000 - $130,000 base salary with opportunity for a bonus (up to 20%) subject to personal and company performance Extended health benefits plan Position Type Nature: Permanent, full-time, and in person. Time Commitment: 40 hours per week, with occasional overtime required Work Location: Vancouver, BC and Toronto, ON Start Date. Immediate Please note: Candidates must be currently authorised to work in Canada.