Client Manager, Personal Insurance

7 months ago

Oshawa, Canada NFP Corp Full time

**About NFP**

We are NFP, a four-time Best Places to Work award winner in Business Insurance for 2017 through 2020. We are a world-class, leading insurance broker and consultant that genuinely cares deeply about our employees' and clients' well-being. We're honest, hardworking, dedicated professionals who love what we do and strive to lead by example. Our expertise and scale are only matched by our passion for building lifelong personal relationships.

***

**About the Role**

**Essential Duties and Responsibilities**:

- Provides expert advice, recommendations and counselling to clients about their personal insurance coverage geared to their unique needs and exposures
- Conducts needs assessment to offer customized solutions to clients
- Completes proactive contact with clients at each renewal to develop strong relationships and strengthen the NFP Brand
- Provides exceptional day-to-day service to clients and handling the client file activities to maintain retention targets
- Contributes to premium growth targets by cross-selling other lines and upselling appropriate coverages
- Maintains professional and collaborative relationships with key underwriters
- Resolves any concerns or complaints with your personable and professional demeanour by leveraging product and service knowledge based on clients’ needs
- Reviews and processes renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience
- Issuing policies and changes on various insurer online portals
- Initiating and providing guidance in the claims process to provide peace of mind to clients and assist in recovering their assets
- Represents the brokerage at industry functions where required
- Keep current on industry changes, underwriting rules and workflow processes
- Actively participate in training initiatives

**Knowledge, Skills, and/or Abilities**:

- Strong customer service skills in order to maintain long-term growth and retention
- Strong Quotation skills for new business, cross-selling, upselling and remarketing to ensure clients’ needs are consistently met or exceeded
- Self-starter with strong negotiation skills
- Excellent organizational, planning and prioritizing skills
- Adaptable to change
- Proficient in the Microsoft Office suite, experience in EPIC and industry software and rating engines
- A talent for listening, establishing trust and is dedicated to crafting solutions for clients
- Strong oral and written communications skills
- Detail and goal-oriented, highly motivated and resourceful to achieve results
- Solid team player—ability to adapt to and collaborate with various team members and individuals
- Positive attitude with a strong work ethic

**Education and/or Experience**:

- Post-secondary education, or related job experience is preferred
- **Registered Insurance Broker of Ontario (RIBO) license in good standing required**:

- Minimum 2 years of Personal Insurance experience
- Major Market portal experience
- Excellent computer skills expected and EPIC fluency an asset

Excellent benefits are offered: competitive salary, group health and dental benefits, flexible leave days, group RRSP, social events, continuing education, etc.

Applicants must be eligible to work in Canada upon hire.

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