Account Coordinator, Commercial SME

NFP Corp; Newmarket; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Annual bonus

RRSP match 5%

Referral program

Health Care Spending Account

Education reimbursement

License fees reimbursement

Career growth opportunities

Global team experience

Job summary

NFP is seeking a Client Services professional in Ontario to support Client Managers in executing standard account management practices. The role requires strong communication, a collaborative approach, and the ability to work with underwriting partners to ensure service standards are met.

Ideal candidates will hold an active RIBO licence with 2–3 years of P&C experience, and be proficient in insurance software and Microsoft Office.

Qualifications

• Active RIBO licence is required.
• 2-3 years of P&C insurance experience.
• Knowledge of Applied/EPIC, PolicyWorks, and Microsoft Office.

Responsibilities

• Develop remarket carrier submissions including applications and reports.
• Manage the manual renewal process including billing and premium financing.
• Manage portfolio transfer applications per carrier requirements.
• Communicate with customers on underwriting requests.
• Create proposal documents and identify coverage gaps for clients.
• Establish and maintain relationships with leadership and stakeholders.
• Assist with special projects as required.
• This evolving role may expand with the same skill sets.

Skills

RIBO licence

P&C insurance experience

Excellent communication

Relationship building

Technical proficiency

Attention to detail

Flexible schedules

Tools

Applied/EPIC

PolicyWorks

Microsoft Office

Job description

Posting Description

Business Line: Small Market Commercial

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

Wage Transparency: The base salary range for this position is $50,000 – $55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

About the Role

This role provides daily assistance to Client Managers in the execution of standard account management practices. Must be able to efficiently and accurately execute SME processes that provide Client Managers quality support in delivering service standards to the client. Strong computer skills along with effective verbal, written, and electronic communications are required. Able to perform within a team environment, building strong relationships including with external underwriting partners.

What You’ll Do

• 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 application in line with carrier requirements and as directed by the Portfolio Lead.
• Communicate with customer, verbal and written, 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.
• This is an evolving role, and other duties may be expanded upon in line with the same skill sets.

What You Bring

• Active RIBO licence (other provincial designations would be 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, ability to quickly learn new programs and procedures
• Attention to detail
• Willingness and flexibility to adjust to and conform with varying schedules

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.

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. To learn more, please visithttps://nfp.ca

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.

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.

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