Client Manager, Personal Insurance

Join to apply for the Client Manager, Personal Insurance role at NFP, an Aon company (Canada)1 day ago Be among the first 25 applicantsJoin to apply for the Client Manager, Personal Insurance role at NFP, an Aon company (Canada)Get AI-powered advice on this job and more exclusive features.About NFPWe are NFP, a four-time Best Places to Work award winner in Business Insurance for 2017 through 2020. We are a world-class, leading insurance broker and consultant that genuinely cares deeply about our employees' and clients' well-being. We're honest, hardworking, dedicated professionals who love what we do and strive to lead by example. Our expertise and scale are only matched by our passion for building lifelong personal relationships.About NFPWe are NFP, a four-time Best Places to Work award winner in Business Insurance for 2017 through 2020. We are a world-class, leading insurance broker and consultant that genuinely cares deeply about our employees' and clients' well-being. We're honest, hardworking, dedicated professionals who love what we do and strive to lead by example. Our expertise and scale are only matched by our passion for building lifelong personal relationships.About The RoleThe primary role of the Client Manager to attract, retain and build strong relationships with our clients by providing superior service and tailoring recommendations that fit the needs of successful and accomplished individuals and families. The ideal candidate is self-motivated, proactive, and client-focused; intent on providing exceptional day-to-day service to maintain and exceed the reputation and service standards of NFP Canada.Essential Duties And ResponsibilitiesProvides expert advice, recommendations and counselling to clients about their personal insurance coverage geared to their unique needs and exposuresConducts needs assessment to offer customized solutions to clientsCompletes proactive contact with clients at each renewal to develop strong relationships and strengthen the NFP BrandProvides exceptional day-to-day service to clients and handling the client file activities to maintain retention targetsContributes to premium growth targets by cross-selling other lines and upselling appropriate coveragesPrepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewalsMaintains professional and collaborative relationships with key underwritersResolves any concerns or complaints with your personable and professional demeanour by leveraging product and service knowledge based on clients’ needsReviews and processes renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experienceIssuing policies and changes on various insurer online portalsInitiating and providing guidance in the claims process to provide peace of mind to clients and assist in recovering their assetsRepresents the brokerage at industry functions where requiredKeep current on industry changes, underwriting rules and workflow processesActively participate in training initiativesKnowledge, Skills, And/or AbilitiesStrong customer service skills in order to maintain long-term growth and retentionStrong Quotation skills for new business, cross-selling, upselling and remarketing to ensure clients’ needs are consistently met or exceededSelf-starter with strong negotiation skillsExcellent organizational, planning and prioritizing skillsAdaptable to changeProficient in the Microsoft Office suite, experience in EPIC and industry software and rating enginesA talent for listening, establishing trust and is dedicated to crafting solutions for clientsStrong oral and written communications skillsDetail and goal-oriented, highly motivated and resourceful to achieve resultsSolid team player—ability to adapt to and collaborate with various team members and individualsPositive attitude with a strong work ethicEducation And/or ExperiencePost-secondary education, or related job experience is preferredRegistered Insurance Broker of Ontario (RIBO) license in good standing requiredMinimum 2 years of Personal Insurance experienceMajor Market portal experienceExcellent computer skills expected and EPIC fluency an assetExcellent benefits are offered: competitive salary, group health and dental benefits, flexible leave days, group RRSP, social events, continuing education, etc.Applicants must be eligible to work in Canada upon hire.NFP is committed to a diverse and inclusive workplace. We welcome and encourage applications from all qualified candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionCustomer ServiceIndustriesInsuranceReferrals increase your chances of interviewing at NFP, an Aon company (Canada) by 2xGet notified about new Client Manager jobs in Oshawa, Ontario, Canada.Account Manager(Digital Marketing Agency)Markham, Ontario, Canada CA$70,000.00-CA$75,000.00 4 days agoClient Solutions Manager, Professional LinesClient Solutions Manager - Small & Medium Business, Commercial InsuranceInsurance Account Manager, Private Client / ConciergeInsurance Account Manager, Personal Lines ServiceStaff Product Manager, Consumer Account ManagementInsurance Account Manager, Private Client / ConciergeSenior Manager - Customer Operations SupportScarborough, Ontario, Canada 5 months agoInsurance Account Manager, Personal Lines ServiceBilingual Customer Service Agent (Fluent in French or Spanish, and English)Scarborough, Ontario, Canada 5 months agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr