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About the Role
This role provides daily assistance to Client Managers in executing standard account management practices. The position requires efficient and accurate execution of SME processes to support Client Managers in delivering client service standards. Strong computer skills and effective verbal, written, and electronic communication are essential. The role also involves performing within a team environment and building strong relationships with external underwriting partners.
Responsibilities
- Develop remarket carrier submissions including applications, carrier supplemental applications, reports including loss run and MVRs.
- Direct customer correspondence may be required to compile all necessary data.
- Manage the manual renewal process as directed by the Client Manager, including pre-renewal work, billing, invoicing, and premium financing.
- Manage portfolio transfer applications in line with carrier requirements and as directed by the Portfolio Lead.
- Communicate with customers, verbally and in writing, on underwriting requests such as gathering information.
- Create proposal documents and identify critical coverage gaps to present to client manager.
- Establish and maintain effective working relationships with leadership, peers, and stakeholders.
- Assist with special projects as required.
- Perform other duties as assigned that align with existing skill sets.
Requirements
- Active RIBO license (other provincial designations considered an asset).
- 2-3 years of P&C insurance experience is necessary.
- Knowledge of Applied/EPIC, Policyworks, Microsoft suite.
- Good written and verbal communication skills.
- Excellent relationship building abilities.
- Technical proficiency and ability to quickly learn new programs and procedures.
- Attention to detail.
- Willingness and flexibility to adjust to and conform with varying schedules.
Skills
- Computer skills
- Verbal communication
- Written communication
- Electronic communication
- Relationship building
- Technical proficiency
- Attention to detail
- Adaptability
Location
- Ontario – Any, Hybrid
Work Type
- Full-Time
- Permanent
- Hybrid
Experience Level
- 2-3 years of P&C insurance experience
Salary/Compensations
- $50,000 – $55,000
Benefits
- Annual bonus plan
- 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.
- NFP is an organization of consultative advisors and problem solvers that helps 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.
- NFP has over 300+ Canadian, U.K, and U.S. office locations.
- NFP is a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.
- NFP actively supports the well-being of its employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth.
- NFP is dedicated to serving the community around them and contributes to various organizations.
- NFP's business is built on the personal level, starting 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.