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Client Executive, Personal Lines Sales

4 weeks ago


Kitchener, Canada National Financial Partners Corp. Full time

OverviewJob Title: Client Executive, Personal Lines Sales - Marine & Classic CarsJob Category: P&C Insurance Brokerage and ConsultingJob Duration: Full-Time, Permanent / Travel will be required to attend tradeshows and networking eventsWhat You’ll DoBusiness DevelopmentProspect and secure new leisure accounts through community engagement, marina/dealer partnerships, and referrals.Build and maintain a pipeline of qualified leads to achieve new business growth targets.Attend leisure specialty events, shows, and community activities to represent and build the NFP brand.Support sub-brokers with expertise, guidance, and market access to help expand leisure product offering.Place and manage leisure business across multiple provinces in alignment with licensing and regulatory requirements.Account Rounding & Market RelationshipsIdentify opportunities to cross-sell and upsell additional products such as home, auto, umbrella, and other specialty coverages.Convert monoline clients into multi-line accounts to improve retention and profitability.Develop strong working relationships with leisure-friendly carriers and wholesalers.Negotiate coverage and pricing to meet client needs.Compliance and AdministrationAccurately process new business applications within established timelines.Maintain up-to-date and complete new client files in Epic and Salesforce systems.Ensure full compliance with regulatory standards and company policies during new business onboarding.What You BringRIBO Level 2 License (mandatory) or willing to obtain within 6 months. Additional provincial licensing would be an assetDemonstrated success in producing new business in the insurance industry.Strong knowledge of leisure products and other insurance products.Proven ability to round out accounts across multiple lines of business.Experience supporting sub-brokers and leveraging carrier relationships.Excellent interpersonal, communication, and negotiation skills.High attention to detail and strong organizational skills.Familiarity with Epic and Salesforce systemsActive enthusiast with hands-on experience in watercraft, RVs, and classic cars would be considered an assetEstablished relationships with marinas, dealerships, and leisure lifestyle communities would be considered an assetExperience with higher-value specialty markets would be considered an assetAbility to place specialty risks across different provinces would be considered an assetWho We AreNFP, an Aon company, 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. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations.What’s In It For YouA 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.Accommodations are available on request for candidates taking part in all aspects of the selection process. #J-18808-Ljbffr