Insurance Client Relationship Manager

4 days ago

Oshawa, Ontario, Canada NFP Full time

About NFP

We are NFP, a leading insurance broker and consultant that prioritizes employee and client well-being. Our team is dedicated to delivering exceptional service and tailored solutions to meet the unique needs of successful individuals and families.

About the Role

The Client Manager will be responsible for building strong relationships with clients by providing personalized service and expert advice on their personal insurance coverage. The ideal candidate will be self-motivated, proactive, and client-focused, with a strong ability to communicate effectively and provide exceptional day-to-day service.

Key Responsibilities:

  • Provide expert advice and recommendations to clients on their personal insurance coverage
  • Conduct needs assessments to offer customized solutions to clients
  • Develop strong relationships with clients through proactive contact and regular communication
  • Provide exceptional day-to-day service to clients and handle client file activities to maintain retention targets
  • Contribute to premium growth targets by cross-selling other lines and upselling appropriate coverages
  • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals
  • Maintain professional relationships with key underwriters and resolve any concerns or complaints with clients
  • Review and process renewals, endorsements, and midterm changes, rewriting or remarketing as necessary to enhance the client experience
  • Issue policies and changes on various insurer online portals
  • Initiate and provide guidance in the claims process to provide peace of mind to clients and assist in recovering their assets
  • Represent the brokerage at industry functions as required
  • Stay up-to-date on industry changes, underwriting rules, and workflow processes
  • Participate in training initiatives to enhance skills and knowledge

Requirements:

  • Strong customer service skills 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
  • Talent for listening, establishing trust, and crafting solutions for clients
  • Strong oral and written communication skills
  • Detail-oriented, highly motivated, and resourceful to achieve results
  • Solid team player with 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, with EPIC fluency an asset

NFP offers a competitive salary, group health and dental benefits, flexible leave days, group RRSP, social events, continuing education, and more. Applicants must be eligible to work in Canada upon hire.

NFP is committed to a diverse and inclusive workplace and welcomes applications from all qualified candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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