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About the Role

The Manager, Private Client Concierge (Ultra High Net Worth Segment) leads a team of Client Managers servicing the firm's most complex and affluent clients. This role ensures an exceptional client experience, strong retention, and consistent execution of the service model. The Manager acts as a technical leader, mentor, and advisor, while also managing a small portfolio of select Ultra High Net Worth client relationships and serving as Executive Sponsor for key partnerships.

Responsibilities

Lead and develop a team of Client Managers responsible for servicing Ultra High Net Worth clients and families.
Establish clear performance expectations and accountability measures aligned with the Private Client Concierge KPI service model.
Champion a white-glove service culture focused on responsiveness, advocacy, and proactive risk management.
Ensure client portfolios are reviewed and managed in alignment with evolving exposures, lifestyle changes, and asset acquisitions.
Serve as a recognized subject matter expert in High Net Worth and Ultra High Net Worth risk management.
Provide technical guidance and consultation to Client Managers, Producers, and leadership teams on complex coverage, placement, and risk management strategies.
Act as a mentor to emerging leaders and managers across the organization, helping build technical capability and succession readiness.
Act as Executive Sponsor for select Ultra High Net Worth client relationships and strategic advisor partnerships.
Personally manage a small portfolio of highly complex or strategically important client relationships.
Partner with producers and business development leaders on strategic Ultra High Net Worth opportunities.
Provide technical expertise and consultation during complex prospect engagements and presentations.

Requirements

Active RIBO license (other provincial licenses and designations would be an asset)
At least 10 years of P&C and or VIP personal insurance experience is desired
Minimum of 5 - 7 years’ experience especially with high-end carries such as Chubb Insurance, Aviva Ovation, Unica Live Easy, Northbridge Onyx and Intact Prestige
Excellent computer skills expected EPIC fluency an asset
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
Excellent organizational, planning and prioritizing skills
Adaptable to change
A talent for listening, establishing trust and is dedicated to crafting solutions for clients
Strong oral and written communications skills including presentation skills
Detail and goal oriented, highly motivated and resourceful to achieve results
Positive attitude with a strong work ethic

Skills

P&C and or VIP personal insurance experience
High-end carrier experience
EPIC fluency
Customer service
Quotation skills
Organizational skills
Planning skills
Prioritizing skills
Adaptability
Listening skills
Trust building
Solution crafting
Oral communication skills
Written communication skills
Presentation skills
Detail orientation
Goal orientation
Resourcefulness
Positive attitude
Work ethic

Location

Toronto - Hybrid

Work Type

Full-Time
Permanent
Hybrid

Experience Level

10 years of P&C and or VIP personal insurance experience
5 - 7 years’ experience with high-end carries

Salary/Compensations

$100,000 to $125,000

Benefits

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

About the Company

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.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations.
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.
We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more.
Our business is built on the personal level.
We’re starting the conversations that create a more secure future for everyone.

Equal Opportunity

Accommodations are available on request for candidates taking part in all aspects of the selection process.
Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.