Account Manager, Henry Equestrian Team, Personal Lines

NFP; Newmarket; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance firm is seeking an experienced Account Manager to manage and prioritize client relationships in personal insurance. The ideal candidate should have equestrian knowledge and a RIBO license. Responsibilities include servicing clients' insurance portfolios, conducting needs assessments, and managing a high volume of clients. This role offers a hybrid work environment and a range of employee benefits.

Benefits

Annual bonus plan

Health Care Spending Account

Full support for continuing education

Matching RRSP plan

Qualifications

• Minimum of 3 years of personal lines experience.
• Proven experience managing a high volume of clients.
• Ability to communicate in both French and English is an asset.

Responsibilities

• Manage assigned clients’ farm insurance portfolio.
• Conduct needs assessments to offer customized solutions.
• Build and maintain professional business relationships.

Skills

Equestrian knowledge

Customer retention skills

Communication skills

Multi-tasking ability

Quotation skills

Education

RIBO license

Professional insurance designation

Tools

Broker management systems

Applied EPIC

Job description

Business Line

Personal Insurance / Henry Equestrian

Hours Per Week

35 (Full-Time)

Location

Newmarket, Toronto, Uxbridge and Markham – Hybrid

Note: https://www.nfp.ca/about-nfp/find-an-office

Job Duration

Full-Time, Permanent

About the Role

The primary role of the Account Manager to attract, retain and build strong relationships with our farm clients by providing superior service. The Account Manager utilizes first-rate industry and market knowledge to tailor recommendations to those that fit the needs of successful and accomplished individuals and families.

What You’ll Do

• Service and proactively manage your assigned clients’ farm, liability and personal insurance portfolio’s inclusive of renewals, mid-term changes, cancellations and claims in accordance with company service/quality standards
• Conducts needs assessment to offer customized solutions to clients
• Completes proactive contact with clients at each renewal to develop strong relationships and strengthen the NFP Brand
• Handle incoming/outgoing calls and email requests from clients in a timely manner
• Assist with insurer portal transactions to complete endorsement and renewal activities
• Manage accounts receivables and follow-up activity
• Request referrals from clients, business associates and other departments to ensure a consistent pipeline of new clients are added to assigned portfolio
• Function as first-line underwriters, qualifying, maintaining and promoting sound quality business
• Build and maintain professional business relationships with industry partners
• Input all information into Applied EPIC accurately and efficiently per company requirements

What You Bring

• Equestrian knowledge a must
• RIBO license is required, other provincial license would be considered an asset
• Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)
• Typically, more than 3 years of personal lines experience – preferably with broad market portal experience including mutuals markets
• 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

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 visit https://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.

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.