We are looking for a dedicated Account Manager to join our team in Toronto, Ontario. In this role, you will focus on providing tailored insurance and financial solutions to medical professionals, ensuring their unique needs are met. This position offers an opportunity to work in a collaborative and dynamic environment where growth and flexibility are valued.<br><br>Responsibilities:<br>• Build and maintain strong relationships with clients, addressing their needs and providing personalized insurance and financial solutions.<br>• Collaborate with internal teams to ensure seamless service delivery and satisfaction for medical professionals.<br>• Conduct regular meetings and consultations to assess client requirements and recommend suitable products.<br>• Monitor and analyze client accounts to identify opportunities for additional services or improvements.<br>• Utilize CRM systems to track interactions and maintain accurate client records.<br>• Provide training and support to clients on available insurance and financial planning tools.<br>• Work proactively to achieve sales targets and contribute to overall company growth.<br>• Stay informed about industry trends and changes to offer relevant advice to clients.<br>• Prepare detailed reports and presentations for clients to communicate solutions effectively.<br>• Participate in team meetings and contribute ideas to enhance service offerings.

• Minimum of 3 years of experience in account management, preferably in the financial or insurance sector.<br>• Proficiency with CRM systems and accounting software.<br>• Strong communication skills with the ability to convey complex information clearly.<br>• Proven track record in sales and achieving targets.<br>• Excellent customer service skills and an ability to build lasting relationships.<br>• Familiarity with financial planning tools and processes.<br>• Ability to work collaboratively in a team environment and independently.<br>• Strong organizational skills and attention to detail.

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/ca/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>This job posting is for a current vacancy with our client.</p> <p>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.</p> <p>Questions? Call your local office at 1.888.490.5565. All applicants applying for Canadian job openings must be authorized to work in Canada.</p> <p>Only job postings for jobs located in Quebec appear in French.</p> <p>© 2025 Robert Half. By clicking “Apply,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/ca/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/ca/en/privacy">Privacy Notice</a>.</p>