Client Manager, Surety

Business Line: Surety

Hours Per Week: 35 (Full-Time)

Location: Alberta & Ontario – Hybrid )

Job Duration: Full-Time, Permanent

About the Role

You will manage the day-to-day handling of surety accounts, which includes all file maintenance, issuance of bonds; commercial and contract, issuance of invoices, entries into EPIC, and assist with any ad-hoc duties. Respond to client inquiries in a timely fashion and work on setting up brand new surety accounts with the help of account executives.

What You'll Do

• Works proactively to develop relationships with bonding companies and client contacts.
• Proactively manage the surety facilities of assigned clients.
• Reviewing bonds and ensure that the information corresponds with what is requested in the tender specifications.
• Creates and maintains client files in accordance with established procedures. Will be responsible for keeping records in Epic and client management system.
• Answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.
• Coordinate NFP's data sharing and, where necessary, surety systems integration with external databases/platforms utilized by NFP's Surety partners.
• Work with NFP internal IT and external Applied Epic teams in order to streamline various tools, spreadsheets, and bordereaux to ensure consistent, accurate, and efficient intake of surety information.
• Represent NFP at industry events, associations, and with surety companies.

What You Bring

• Typically, more than 3 years of surety experience is preferred
• Experience with Epic would be considered an asset
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
• Ability to handle situations in a calm, courteous and professional manner.
• Customer-focused to establish and maintain effective relationships.
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
• Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment.

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

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 Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada 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.

Accommodations are available on request for candidates taking part in all aspects of the selection process.