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About the Role

We’re looking for a Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our clients about their personal insurance coverage that is geared to their unique needs and exposures.

Responsibilities

Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
Issue policies and changes on various insurer online portals; maintaining professional and collaborative relationships with key underwriters
Review and process renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience
Contributing 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 (Registered Insurance Brokers of Ontario) in good standing required
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 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
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.)

Skills

Customer service
Client file management
Policy issuance
Renewal processing
Upselling
Cross-selling
Market intelligence
Computer proficiency
Broker management systems
EPIC
ARS
Customer retention
Quotation
Collaboration
Multitasking
Oral communication
Written communication
French language proficiency
English language proficiency

Location

Ontario – Any Location
Hybrid Setting

Work Type

Full-Time
Permanent
Hybrid

Experience Level

More than 3 years of industry and/or personal lines experience

Education Level

RIBO (Registered Insurance Brokers of Ontario)
Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)

Salary/Compensations

$50,000 to $70,000

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's PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
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.

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.