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. _

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