Client Manager, Personal Insurance

3 weeks ago


Oshawa, Canada NFP Corp Full time

Business Line: Personal LinesHours Per Week: 35 (Full-Time)Location: Ontario – Any, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)Job Duration: Full-Time, PermanentAbout the RoleRegardless of their individual specialties, each personal lines team member has one thing in common: a personal responsibility for getting you the answers, support, or services you need, when you need them. We’re looking for a Client Manager who will leverage their industry knowledge and expertise to provide front-line counseling to our clients about their personal insurance coverage that is geared to their unique needs and exposures.What You’ll DoProvide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targetsIssue policies and changes on various insurer online portals; maintain professional and collaborative relationships with key underwritersReview and process renewals, endorsements, and midterm changes; rewriting/remarketing where necessary to enhance the client experienceContributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicableStay up to date with insurer partner products, offerings, and market intelligenceWhat You BringRIBO License (Registered Insurance Brokers of Ontario) in good standing required; AB Gen 1 or another provincial license an assetTypically, 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 assetExcellent computer skills are expected including fluency in Broker management systems – EPIC & ARS fluency are an assetAbility to drive strong customer retention by providing a world-class customer experienceExceptional quotation skills for cross-selling, upselling and remarketingAbility to quickly learn the NFP business model and value propositionAbility to work collaboratively with others, both in person and virtuallyStrong oral and written communications skillsAbility to multi-task in a fast-paced & demanding environment while keeping customer service a priorityThe ability to communicate clearly and explain complex concepts in both official languages (French and English) is an assetProfessional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)Who We AreNFP is a leading insurance brokerage that provides property and casualty, group benefits, retirement and individual solutions through our licensed subsidiaries and affiliates. We’re a 6x Best Places to Work award winner in Insurance, a 5-Star Brokerage award winner from Insurance Business Canada Magazine, and a recognized Elite Agency award winner. We enable client success through the expertise of over 1000 employees based in Canada and more than 6,900 employees with over 310 offices globally. Since 2021, NFP has been responsible for bringing more than four billion dollars ($4,000,000,000) in premium to the P&C Market. Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space. To learn more, please visit https://nfp.ca/.What’s In It For YouNFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.A hybrid environment approach that keeps the best interests of our staff and our clients in mindAnnual bonus plan for all employeesMatching RRSP plan of 5% of salaryReferral Commission PlanGenerous benefits plan including Health Care Spending Account starting on the first day of employmentFull support for continuing education & internal opportunities to grow as an insurance professional to advance careerReimbursement of license fees and professional membership duesA global team of industry leaders focused on employee retention, client growth, industry innovation and collaborationOur employees are the foundation of our success.NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Children’s Cancer Society, GenHERation, Year Up and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.Accommodations are available on request for candidates taking part in all aspects of the selection process. #J-18808-Ljbffr



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