Insurance Account Manager, Private Client

Insurance Account Manager, Private Client / High Net WorthJoin to apply for the Insurance Account Manager, Private Client / High Net Worth role at NFP, an Aon company (Canada)Job title: Insurance Account Manager, Private Client / High Net WorthLocation: Ontario & AlbertaHours per week: 35 (Full-Time)Job duration: Full-Time, PermanentReference: INSUR014041_5About The RoleAt NFP, we believe in building strong personal relationships based on trust, transparency, and open communication. We’re looking for an experienced Private Client Insurance Broker/Client Manager to attract, build and retain strong relationships with VIP/high-net-worth clients by providing superior service and tailoring recommendations that fit the needs of successful individuals and families.What You’ll DoDeliver extraordinary value by identifying exposures, determining appropriate solutions, and advising clients on why the solutions are best fitCollaborate with the backend service team in preparation of applications, specifications, and marketing strategy for new business as well as renewals of an assigned book of business; assist with insurer portal transactions as requiredProvide professional and prompt client service for new and existing accounts, including questions on coverage, billing, claims, audits, etc.Manage and build relationships with assigned Centres of Influence (e.g., wealth management firms, art appraisers, real estate firms) and their client base to grow the portfolioAttend industry and carrier training to stay current on new products and servicesFunction as first-line underwriters, qualifying, maintaining, and promoting sound quality businessAchieve new business targets and generate revenue growth by identifying needs for additional lines, cross-selling to other P&C, Group Benefits, and Wealth Management; generate referralsMaintain positive, long-term relationships with clients, carrier representatives, and NFP staffWhat You BringRIBO and/or Alberta General 1 requiredTypically more than 5 years of directly related industry and product line experienceExperience with Private Client/VIP coverage with increased special limits (high-value home & auto, fine art, personal marine craft, etc.)Knowledge of PCG carrier products and services (e.g., Chubb, Intact Prestige, Aviva Ovation, Unica Live Easy, Northbridge Onyx)Professional communication and interpersonal skills; business intelligencePositive and passionate attitude toward client satisfaction and business achievementStrong organizational skills with ability to prioritize multiple tasksAnalytical and problem-solving skills; high attention to detailAdaptability to changing priorities and technologyExcellent computer skills; EPIC fluency is an assetCurrently holding or pursuing professional insurance designation (e.g., CAIB, CIP, CRM)Who We AreNFP, an Aon company, is a multi-time Best Places to Work award winner in Business Insurance and has received DEI recognition. We are a team of consultative advisors solving client risk, wealth management, and retirement challenges with a people-first approach. We operate across 300+ Canadian, U.K., and U.S. offices. Learn more at https://nfp.caWhat’s In It For YouNFP’s PeopleFirst culture offers a variety of benefits and opportunities for growth.Hybrid work environmentAnnual bonus planMatching 5% RRSP planReferral Commission PlanGenerous benefits including Health Care Spending Account from day oneSupport for continuing education and internal career opportunitiesLicense fee and professional dues reimbursementAccommodations are available on request for candidates taking part in all aspects of the selection process.Location note: North York, Ontario, Canada #J-18808-Ljbffr