Markham, On Portfolio management client Jobs – 1386 Openings This Week

Associate Insurance Advisor (OTL licensed) (In-Office/Scarborough)(Sales Position)
ARC Insurance & Financial Services Inc. —Scarborough, ON
- $42,000–$60,000 a year
- Full-time
- Sales
- Customer service
- English
- Flexible schedule
Quick apply
AVP, Underwriter, SCOR Business Solutions (SBS)
SCOR —Toronto, ON
- $160,000–$195,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Designated paid holidays
- Disability insurance
Account Manager
Adecco Canada —Toronto, ON
- $51.12–$62.28 an hour
- Temporary
- Hybrid work
- Microsoft Office
- Analysis skills
- Presentation skills
Quick apply
1d
Client Solutions Team Manager
The Portfolio Group —Toronto, ON
- $95,000–$105,000 a year
- Full-time
- Management
- Communication skills
- Time management
- Dental care
Quick apply
9d
Client Experience & Reputation Insights Specialist
The Portfolio Group —Toronto, ON
- $70,000–$80,000 a year
- Full-time
- Sales
- Analysis skills
- Communication skills
- Dental care
Quick apply
9d
Director of Project Management
PowerON Energy Solutions —Toronto, ON
- $140,000–$180,000 a year
- Full-time
- PMP
- Engineering
- Master's degree
Quick apply
Senior Manager / Director, Project Origination
Amp Net Zero —Toronto, ON
- $120,000–$140,000 a year
- Full-time
- Hybrid work
- Sales
- Presentation skills
- Driving
- Dental care
- Vision care
Quick apply
Demand Planner
Grand & Toy —Vaughan, ON
- $85,000–$100,000 a year
- Full-time
- Microsoft Excel
- Communication skills
- Dental care
- Vision care
Quick apply
Sales Director, Cleaning and Facility Solutions
Grand & Toy —Vaughan, ON
- $120,000–$140,000 a year
- Full-time
- Hybrid work
- Sales
- Communication skills
- Negotiation
- Dental care
- Vision care
Quick apply
Team Lead - Account Management
VGW Canada —Toronto, ON
- $107,000–$130,250 a year
- Monday to Friday
- Hybrid work
- CAD
- Team management
Quick apply
Construction Project Manager
SmartCentres —Vaughan, ON
- $115,000–$125,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Engineering
Quick apply
HR Advice Team Manager
The Portfolio Group —Toronto, ON
- $90,000–$100,000 a year
- 8 hour shift
- Management
- Bachelor's
- Human resources
- Dental care
Quick apply
3d
Assistant Shopper Marketing Manager - GTA
Encore Market Engagement —Toronto, ON
- $70,000–$75,000 a year
- Full-time
- Sales
- Project management
- Presentation skills
Sales Development Representative / Représentant(e) au développement des ventes
Carrier Enterprise Canada —Ontario
- $70,000–$90,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Marketing
- Disability insurance
- Dental care
Quick apply
2d
Retention Account Manager
The Portfolio Group —Toronto, ON
- $50,000–$60,000 a year
- Full-time
- Microsoft Excel
- Salesforce
- Microsoft Office
- Dental care
Quick apply
8h
VP - Commercial Renovations - Roofing
Staffinity Inc. —North York, ON
- $130,000–$150,000 a year
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Profit sharing
- Disability insurance
Quick apply
Sr. Outside Sales Representative — Office Equipment & Document Solutions
Just Sales Jobs —Markham, ON
- $65,000–$120,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Life insurance
Quick apply
Digital Marketing Consultant
AutoTrader.ca —Toronto, ON
- $75,000–$80,000 a year
- Remote
- Presentation skills
- Communication skills
- Employee assistance program
Account Manager
DMC Recruitment —Toronto, ON
- Full-time
- Project management
- Communication skills
Quick apply
14d
Senior Underwriter, Commercial
Agile Underwriting Solutions —Ontario
- $76,000–$95,000 a year
- Full-time
- Customer service
- Organizational skills
- Agile
- Dental care
Quick apply

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portfolio management client jobs near markham, on

Associate Insurance Advisor (OTL licensed) (In-Office/Scarborough)(Sales Position)

ARC Insurance & Financial Services Inc.
Scarborough, ON

Quick apply

Job details

Full-time
$42,000–$60,000 a year

Qualifications

Sales
Customer service
Outside sales
English
Microsoft Office
Insurance sales
Communication skills
Driving Licence

Full job description

Who this role is for

This role is ideal for a licensed insurance professional who enjoys working in a collaborative, fast-paced agency environment and values building long-term client relationships. If you are looking for a stable, in-office role where proximity, community, and strong client service matter, this could be a great fit.

What to expect

This position plays a key role in the stability and growth of the agency. The successful candidate will gain broad exposure to personal lines, specialty lines, and agency operations while working closely with experienced advisors in a supportive environment. Opportunities to specialize in areas such as commercial insurance and/or life insurance and investments provide room for ongoing professional growth and career advancement.

Why join our agency

Our agency offers a professional, supportive, and collaborative in-office environment where client service and teamwork are both valued. We are committed to building long-term relationships with both our clients and our team members and take pride in maintaining a positive respectful workplace.

Team members benefit from over 30 years of insurance industry experience and knowledge, along with a culture that supports continuous learning, accountability and sustainable growth. We provide a stable environment for individuals who are truly committed to building a meaningful and rewarding career in insurance.

About the role

The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of Co-operators insurance products and services including personal lines (auto, home) and specialty lines (farm and commercial). In addition, may provide sales and service for life and wealth products if life licensed.

Roles and responsibilities:

Sales, service and profitable growth of both personal lines and specialty lines products
Advise and recommend coverages and policies that best meet client needs.
Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Complete inspections and re-inspections
Achieve individual goals for client service, sales, quality, and productivity and contribute to the achievement of overall agency sales and growth goals.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately.
Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.
Provide administrative support including ordering supplies, bank deposits, maintaining office records.
Support financial services sales activities in the agency.

Physical Working Conditions: This is an in-office position in Scarborough, candidates must live in Scarborough or very close by. Our agency serves a high-touch, local client base. Being nearby supports responsiveness, collaboration and local knowledge.

Regular office environment. May be required to work flexible hours. May require occasional travel outside the office.

Requirements

Strict confidentiality with respect to client’s financial status and other personal information.
This role involves direct contact with clients and/or service providers in their environment.
You may be required have your own vehicle, valid driver’s license, and insurance.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. To be successful:
Candidates must be legally authorized to work in Canada at the time or hire and must be able to maintain this authorization for a minimum of 12 months. Proof of work authorization will be required prior to start date.
You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
You are an effective team player and provide guidance to support the development of you

Qualifications and Skills:
OTL-General Insurance license is required, A Life license is an asset

Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
One-year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.

Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving.

Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft office.

Job Type: Full-time

Pay: $42,000.00-$60,000.00 per year

Benefits:

On-site parking

Application question(s):

How long have you lived in Scarborough?

Experience:

Insurance Advisor: 1 year (preferred)

Language:

English (required)

Licence/Certification:

Drivers license (preferred)
OTL license (required)

Location:

Scarborough, ON (required)

Work Location: In person

Quick apply

Refine Your Search

portfolio management client jobs in markham, on

Associate Insurance Advisor (OTL licensed) (In-Office/Scarborough)(Sales Position)

AVP, Underwriter, SCOR Business Solutions (SBS)

Account Manager

Client Solutions Team Manager

Client Experience & Reputation Insights Specialist

Director of Project Management

Senior Manager / Director, Project Origination

Demand Planner

Sales Director, Cleaning and Facility Solutions

Team Lead - Account Management

Construction Project Manager

HR Advice Team Manager

Assistant Shopper Marketing Manager - GTA

Sales Development Representative / Représentant(e) au développement des ventes

Retention Account Manager

VP - Commercial Renovations - Roofing

Sr. Outside Sales Representative — Office Equipment & Document Solutions

Digital Marketing Consultant

Account Manager

Senior Underwriter, Commercial

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