Current jobs related to Insurance Client Relationship Manager - Oshawa, Ontario - NFP
-
Insurance Client Relationship Manager
4 weeks ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that prioritizes the well-being of our employees and clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.About the RoleThe Client Manager will be responsible for attracting, retaining, and building strong relationships with our...
-
Insurance Client Relationship Manager
4 weeks ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that prioritizes the well-being of our employees and clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.About the RoleThe Client Manager will be responsible for attracting, retaining, and building strong relationships with our...
-
Insurance Client Relationship Manager
3 weeks ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that prioritizes the well-being of our employees and clients. Our team is dedicated to delivering exceptional service and tailored recommendations that meet the unique needs of our clients.About the RoleThe Client Manager will be responsible for building strong relationships with clients by...
-
Insurance Client Relationship Manager
1 month ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that prioritizes the well-being of our employees and clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.About the RoleThe Client Manager will be responsible for attracting, retaining, and building strong relationships with our...
-
Insurance Client Relationship Manager
1 month ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that prioritizes the well-being of our employees and clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.About the RoleThe Client Manager will be responsible for attracting, retaining, and building strong relationships with our...
-
Insurance Client Relationship Manager
3 weeks ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that genuinely cares about our employees' and clients' well-being. Our expertise and scale are matched only by our passion for building lifelong personal relationships.About the RoleThe Client Manager will attract, retain, and build strong relationships with clients by providing superior service...
-
Insurance Client Relationship Manager
1 month ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that prioritizes the well-being of our employees and clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.About the RoleThe Client Manager will be responsible for attracting, retaining, and building strong relationships with our...
-
Insurance Client Relationship Manager
1 month ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that prioritizes the well-being of our employees and clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.About the RoleThe Client Manager will be responsible for attracting, retaining, and building strong relationships with our...
-
Insurance Client Relationship Manager
3 weeks ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that genuinely cares 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 RoleThe Client...
-
Client Relationship Manager
3 weeks ago
Oshawa, Ontario, Canada NFP Full timeAbout NFPWe are NFP, a leading insurance broker and consultant that prioritizes our employees' and clients' well-being. Our team is dedicated to delivering exceptional service and building lifelong personal relationships.About the RoleThe Client Manager will be responsible for attracting, retaining, and building strong relationships with our clients by...
-
Insurance Professional
3 weeks ago
Oshawa, Ontario, Canada ZAG Insurance Full timeAbout the RoleWe're seeking a highly motivated and results-driven Insurance Broker to join our team at ZAG Insurance. As an Insurance Broker, you will be responsible for developing and maintaining client relationships, achieving sales targets, and analyzing client needs to recommend suitable life insurance products.Key Responsibilities:Develop and maintain...
-
Insurance Broker
3 days ago
Oshawa, Ontario, Canada ZAG Insurance Full timeInsurance Broker RoleWe are seeking a skilled Insurance Broker to join our team at ZAG Insurance. As an Insurance Broker, you will be responsible for developing and maintaining client relationships to drive sales growth, achieving sales targets through strategic planning and execution, and ensuring compliance with all regulatory and company standards.Key...
-
Life Insurance Sales Professional
3 weeks ago
Oshawa, Ontario, Canada ZAG Insurance Full timeAbout the RoleWe are seeking a highly motivated and results-driven Life Insurance Sales Professional to join our team at ZAG Insurance. As a Life Insurance Sales Professional, you will be responsible for developing and maintaining client relationships, analyzing client needs, and recommending suitable life insurance products.Key ResponsibilitiesDevelop and...
-
Life Insurance Sales Professional
3 weeks ago
Oshawa, Ontario, Canada ZAG Insurance Full timeAbout the RoleWe are seeking a highly motivated and results-driven Life Insurance Sales Professional to join our team at ZAG Insurance. As a Life Insurance Sales Professional, you will be responsible for developing and maintaining client relationships, analyzing client needs, and recommending suitable life insurance products.Key ResponsibilitiesDevelop and...
-
Life Insurance Broker
3 weeks ago
Oshawa, Ontario, Canada ZAG Insurance Full timeAbout the RoleWe are seeking a highly motivated and results-driven Life Insurance Broker to join our team at ZAG Insurance. As a Life Insurance Broker, you will be responsible for developing and maintaining client relationships, analyzing client needs, and recommending suitable life insurance products.Key Responsibilities:Develop and maintain client...
-
Insurance Advisor
4 weeks ago
Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full timeJob Title: Licensed Insurance AdvisorAt Dan Piedimonte - Desjardins Insurance Agent, we are seeking a highly motivated and customer-focused Licensed Insurance Advisor to join our team.Job Summary:The successful candidate will be responsible for providing personalized advice and exceptional client service to our customers, identifying their insurance needs,...
-
Licensed Insurance Advisor
1 week ago
Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full timeRole OverviewAs a Property & Casualty Insurance Advisor with Dan Piedimonte - Desjardins Insurance Agent, your primary focus will be on providing personalized client experiences and focused advice to the personal and commercial market in Pickering and surrounding areas.You will be responsible for developing leads, scheduling appointments, identifying...
-
Insurance Sales Representative
2 months ago
Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full timeJob Summary:We are seeking a highly motivated and results-driven Insurance Sales Agent to join our team at Dan Piedimonte - Desjardins Insurance Agent. As an Insurance Sales Agent, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate insurance products and services.Key...
-
Insurance Sales Representative
2 months ago
Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full timeJob Summary:We are seeking a highly motivated and results-driven Insurance Sales Agent to join our team at Dan Piedimonte - Desjardins Insurance Agent. As an Insurance Sales Agent, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate insurance products and services.Key...
-
Insurance Account Manager
1 month ago
Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full timeJob Summary:We are seeking a highly motivated and results-driven Insurance Sales Agent to join our team at Dan Piedimonte - Desjardins Insurance Agent. As an Insurance Sales Agent, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate insurance products and services.Key...
Insurance Client Relationship Manager
2 months ago
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.
