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Insurance Account Manager
2 months ago
About the Role
We are seeking a highly skilled and experienced Insurance Account Manager to join our team at NFP Corp. As an Insurance Account Manager, you will be responsible for providing exceptional customer service to our clients while handling their insurance files to maintain retention targets.
Key Responsibilities
- Provide day-to-day customer service to clients while handling 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
- Contribute 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
Requirements
- RIBO License (Registered Insurance Brokers of Ontario) in good standing required; AB Gen 1 or another provincial license an asset
- Bilingual would be considered 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.)
What We Offer
- 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
