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Zurich NA WTP - Account Manager in Toronto, Ontario

WTP - Account Manager


Job Summary

To develop and maintain profitable relationships with new and existing customers and assist sales force to drive growth and profitability in region.

Client Internally Focused - The job’s core deliverables rely on delivering service to internal clients, usually at the line manager or employee level. May involve sharing subject matter expertise to others in the organization or supporting others in their efforts to deliver on our promise.

Job Accountabilities

Key Accountabilities:

  • Produce and analyze reports related to Business Unit´s and customers´ book of business and make recommendations for improvements to sales management, sales force and customers on a monthly basis.

  • Serve as advisor to the sales force, customers and potential customers regarding the resolution of technical issues that affect the sales, installation and utilization of organization products and/or services.

  • Anticipate, recognize and respond to needs of customers.

  • Support implementation of customer initiatives.

  • Provide status updates.

  • Resolve technical problems by referring to policies, procedures, specifications.

  • Compare alternatives for solving problems or improving procedures or products and provide recommendations.

  • Provide technical expertise for short-term, defined scope projects.

  • Business Travel, as required

  • Maintain a Valid Driver's License, as required

  • Regular Predictable Attendance

  • Visibility in the Office, as required

Additional Job Functions:

Business Accountabilities

  • Support distributor (or other partner) remuneration, and monitor and take responsibility for resources/cash, with defined Finance and Insurance Regional Account procedures, where applicable.

  • Carry out tasks, such as the preparation of documentation, to support the implementation of projects to time and quality standards.

  • Identify and comply with the main principles relevant to legal and regulatory controls that govern standard and work practices.

  • Collect data from well-established sources and develop customer or distributor reports to help preparations for key tenders/meetings, including commentary and an analysis of trends to facilitate decision-making where required.

  • Monitor business processes in order to identify opportunities for improvement.

  • Provide clear feedback to customer/distributor (or other partner) enquiries and monitor specific issue handling and resolution.

  • Resolve operational customer/distributor (or other partner) management activities (e.g. remuneration, sales initiatives, event management, cross-selling), ensuring an efficient and high-quality service is extended to all internal and external customers.

  • Provide support to the Sales and Distribution teams in product line, on a local level, acting as liaison between field and internal stakeholders on customer and distributor issues.

  • Contribute to research and analysis on potential business development opportunities.

Job Qualifications

Basic Qualifications:

  • Bachelors Degree and 2 or more years of experience in the Sales area


  • High School Diploma or Equivalent and 4 or more years of experience in the Sales area


  • Licensed to sell insurance products in states assigned

Preferred Qualifications:

  • In-depth knowledge of principles of sales, sales techniques, and sales terminology

  • Knowledge of insurance industry, market and competitors

  • Basic knowledge of insurance and reinsurance principles

  • Microsoft Office skills

Additional Information

Imagine working for a company that truly cares about their employees, customers, stakeholders, and communities they serve. Imagine working for a values-driven organization that has the ambition and desire to be the best global insurance provider in the world. Zurich is that place where 55,000 employees across approximately 200 countries and territories are all focused on helping people and helping companies protect what is truly most important to them. We are a values-driven organization that takes pride in the work that we do every day and we have the ambition to be the best global insurer in the world.

Zurich is committed to providing a diverse, inclusive and barrier-free environment resulting in an accessible organization for employees, customers, and other parties who interact with, or on behalf of, Zurich. We strive to achieve a workplace free of discrimination of all forms, including discrimination on the basis of physical or mental disability, or medical condition. If you are interested in a job opportunity, please advise if you require an accommodation, so we can work with you to provide a more accessible process.

Primary Location: Canada-Ontario-Toronto

Schedule Full-time

Travel Yes, 25 % of the Time

Job Posting 01/21/20

Unposting Date Ongoing

Req ID: 190007WT

It is the Policy of Zurich in North America, as an equal opportunity employer, to attract and retain the best-qualified individuals available, without regard to race/ethnicity, color, religion, gender expression, genetic information, national origin, sex, gender identity, sexual orientation, marital status, age, disability or protected veteran status.