Account manager Job

Advise clients on insurance, investment, retirement, estate, and tax planning.
Analyze clients’ financial records, set financial objectives, and develop insurance and financial plans.
Recommend appropriate insurance coverage and investment products to meet clients’ needs.
Provide information and assistance with claims, renewals, and policy modifications.
Monitor clients’ financial situations and review insurance portfolios regularly to recommend adjustments.
Market insurance and financial products to individuals and groups.
Build and maintain long-term relationships with clients to support retention and growth.
May train or supervise other staff such as account representatives or assistants.

Professional background in business administration, commerce, economics or related filed is required.

Health/Dental Benefits

RJ Insurance Company is a trusted insurance brokerage serving individuals, families, and businesses with comprehensive risk management and financial protection solutions. Partnering with Canada’s top insurance carriers, we provide a broad range of products including auto, home, life, health, commercial, and liability coverage.