Insurance Account Manager, Personal Lines Service
5 days ago
Job Summary: We're seeking a Client Manager to provide exceptional customer service and leverage industry knowledge to provide front-line counseling to clients about their personal insurance coverage.
About the Role: As a Client Manager, you will be responsible for providing day-to-day customer service to clients, handling client file activities, and maintaining professional relationships with key underwriters. You will also be responsible for reviewing and processing renewals, endorsements, and midterm changes, and contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable.
- Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
- Issue policies and changes on various insurer online portals; maintain professional and collaborative relationships with key underwriters
- Review and process renewals, endorsements, and midterm changes; rewriting/remarketing where necessary to enhance the client experience
- Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
- Stay up to date with insurer partner products, offerings, and market intelligence
Requirements:
- RIBO License (Registered Insurance Brokers of Ontario) in good standing required; AB Gen 1 or another provincial license an asset
- Bilingual would be considered an asset
- Typically, more than 3 years of industry and/or personal lines experience – preferably with broad market portal experience (Aviva, Economical, Intact, etc.)
- Proven experience working managing a high volume of clients (alpha split and/or one & done)
- Previous experience in a Contact Centre environment is an asset
- Excellent computer skills are expected including fluency in Broker management systems – EPIC & ARS fluency are an asset
- Ability to drive strong customer retention by providing a world-class customer experience
- Exceptional quotation skills for cross-selling, upselling and remarketing
- Ability to quickly learn the NFP business model and value proposition
- Ability to work collaboratively with others, both in person and virtually
- Strong oral and written communications skills
- Ability to multi-task in a fast-paced & demanding environment while keeping customer service a priority
- The ability to communicate clearly and explain complex concepts in both official languages (French and English) is an asset
- Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)
About NFP: NFP is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers.
What's In It For You: NFP's PeopleFirst culture offers a multitude of benefits to employees, including a hybrid environment approach, annual bonus plan, matching RRSP plan, referral commission plan, and generous benefits plan.
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Oshawa, Ontario, Canada NFP Corp Full timeAbout the RoleWe're seeking a skilled Client Manager to join our Personal Lines team. As a key member of our team, you'll provide exceptional customer service to clients while handling client file activities to maintain retention targets.Key ResponsibilitiesProvide day-to-day customer service to clients, ensuring their needs are met and exceeded.Issue...
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