Insurance Account Manager, Personal Lines Service

2 weeks ago


Ottawa, Canada NFP Corp Full time

**Business Line: Personal Lines**

**Hours Per Week**:35 (Full-Time)

**Job Duration**: Full-Time, Permanent

***

**About the Role**

Regardless 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 Do**
- 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

**What You Bring**
- **RIBO License (Registered Insurance Brokers of Ontario) in good standing required; AB Gen 1 or another provincial license 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.)

**Who We Are**

***

**What’s In It For You**

NFP’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 mind
- Annual bonus plan for all employees
- Matching RRSP plan of 5% of salary
- Referral Commission Plan
- Generous benefits plan including Health Care Spending Account starting on the first day of employment
- Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
- Reimbursement of license fees and professional membership dues
- A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

**Our 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. _



  • Ottawa, Ontario, Canada All-Risks Insurance Brokers Limited Full time

    We offer our customers a choice of high-quality insurance products from reputable companies. Our team provides personalized service and support to help our clients make informed decisions about their insurance needs.About All-Risks Insurance Brokers LimitedOur company was formed in 1954 and has since grown into a leading provider of insurance products and...


  • Ottawa, Canada Craig, Hamilton Insurance Brokers Inc Full time

    _**Brokerage**_ Craig, Hamilton Insurance Brokers is a well established Insurance brokerage that has been serving Ottawa and the surrounding area since 1974. We sell, service and provide advice on both personal and commercial lines insurance. - **Responsibilities** _ - handle an existing book of personal lines business. - respond and provide advice to...


  • Ottawa, Ontario, Canada Morisoninsurance Full time

    At Morison Insurance, our team is dedicated to shaping who we are and the excellent service we provide our customers. As a values-based company, all our decisions and day-to-day operations are based on our 5 core values: Go Beyond, Evolve, Own It, Our Promise, Unified.We are currently seeking a Personal Lines Underwriter to join our team of insurance...


  • Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full time

    **New Business Insurance Broker - Personal Lines** - We take a **human approach to insurance**._ - We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid...


  • Ottawa, Ontario, Canada McFarlan Rowlands Insurance Brokers Inc. Full time

    McFarlan Rowlands Insurance Brokers Inc. is seeking a highly skilled Personal Lines Service Representative to provide exceptional service to our personal lines clients. This individual will be responsible for handling inquiries, requests, and claims transactions for assigned clients, ensuring prompt and accurate resolution.The successful candidate will have...


  • Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full time

    We take a **human approach to insurance**. We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education and all sorts of...


  • Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full time

    We take a **human approach to insurance**. We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education and all sorts of...


  • Ottawa, Ontario, Canada Rowat Insurance Full time

    We are seeking a motivated and dynamic Insurance Broker to join our team at Rowat Insurance. In this role, you will be responsible for helping clients navigate their insurance needs by providing expert advice and personalized service.Key ResponsibilitiesAssess clients' insurance needs and recommend appropriate coverage options.Develop and maintain...


  • Ottawa, Canada Gifford Carr Insurance Group Full time

    **JOB SUMMARY** **CORE RESPONSIBILITIES** **Client Service**: - Maintain positive, long-term relationships with clients, insurance company representatives, and team members - Provide value to clients by offering newly available coverages, identifying exposures, determining the appropriate solutions to those exposures, and advising the client. -...


  • Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full time

    We take a _**human approach to insurance**_._ - We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education and all sorts...


  • Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full time

    We take a _**human approach to insurance**_._ - We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education and all sorts...


  • Ottawa, Canada Trigon Insurance Brokers Full time

    Team Trigon is looking for a personal lines insurance broker to become the next valued member of our team! We’re a family owned and operated independent insurance brokerage, focused on providing a seamless customer experience, and an aim to deliver _Insurance that makes sense_. If you’re team oriented, customer service focused and have a passion for...


  • Ottawa, Ontario, Canada Mitch Insurance Full time

    Personal Lines Sales BrokerWe know insurance can be complicated, that's why at Mitch we're on a mission to change the way people feel about insurance, by making it lovable. This isn't just a tagline or marketing campaign – it drives everything we do. We start from within, through a culture of unbreakable kindness, positivity and inclusivity. We...


  • Ottawa, Ontario, Canada Mitch Insurance Full time

    About Our CompanyMitch Insurance is a leading provider of insurance solutions in Canada. We're dedicated to helping our clients achieve their goals and navigate the complexities of the insurance industry. With a focus on accessibility, customer-centricity, and innovation, we're revolutionizing the way people think about insurance.The Ideal CandidateWe're...


  • Ottawa, Ontario, Canada Brokers Ireland Full time

    We are a forward-thinking and modern brokerage, one of the largest in the west of Ireland. We offer an excellent benefits package to our employees.Job DescriptionWe are seeking an experienced Personal Lines Broker who wishes to develop their career in insurance with us.Key ResponsibilitiesHandling customer queries and looking after all aspects of their...


  • Ottawa, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...


  • Ottawa, Ontario, Canada HUB International Full time

    About the RoleAt HUB International, we seek a skilled Personal Lines Private Client Account Manager to join our expanding team in Toronto. As a key player in shaping high-net-worth engagements, your expertise will drive customer excellence and influence VIP client narratives.This is an exciting opportunity for you to forge meaningful connections, delve into...


  • Ottawa, Ontario, Canada DGA Careers Full time

    At DGA Careers, we are seeking a skilled Personal Lines Insurance Advisor to join our team. This role involves managing high-priority clients and providing exceptional customer service while ensuring seamless communication with insurance companies.The ideal candidate will possess strong interpersonal skills, excellent written and verbal communication...

  • Account Manager

    2 weeks ago


    Ottawa, Canada Cowan Insurance Group Full time

    You’re **knowledgeable **in the **personal lines insurance industry** with policies, products and customer service. You’re a **communicator **- strong communication skills both verbally and in writing. You’re **self-motivated** - able to work independently and as a team. If you’re answer is yes, check out our **Account Manager** role at Cowan...


  • Ottawa, Canada Leibel Insurance Group Full time

    Commercial Lines Account Executive – Calgary Leibel Insurance Group We continue to grow! For over 40 years, Leibel Insurance Group has been providing Canadians with Trusted Advice, Innovative Solutions & Exceptional Service. Now is your opportunity to join one Canada’s Top 10 Brokerages as well as the 2019, 2020 & 2021 Top Insurance Workplace (fewer...