Account Manager, Leisure Team, Personal Insurance

NFP; Edmonton; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a sales-oriented Client Manager to enhance client relationships and provide tailored insurance solutions. This role emphasizes exceptional customer service and requires expertise in personal lines, particularly for rural properties and Hobby Farms. You will engage with clients, manage policies, and drive premium growth through upselling and referrals. Join a dynamic team that values collaboration and innovation, offering a hybrid work environment and a commitment to employee development. If you're passionate about delivering outstanding service and want to make a difference, this opportunity is for you.

Benefits

Annual bonus plan

Matching RRSP plan

Referral Commission Plan

Generous benefits plan

Continuing education support

Reimbursement for license fees

Hybrid work environment

Qualifications

• 3+ years of personal lines experience with strong client management skills.
• AB General 1 license required; insurance designations are a plus.

Responsibilities

• Manage client files and provide exceptional customer service.
• Upsell appropriate coverages and maintain retention targets.

Skills

Client Management

Customer Service

Insurance Knowledge

Communication Skills

Multi-tasking

Bilingual (English and French)

Sales Skills

Education

AB General 1 License

Professional Insurance Designation

Tools

Broker Management Systems

EPIC

ARS

Job description

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

Location: Calgary or Edmonton, Alberta – Hybrid (Find an Office)

Job Duration: Full-Time, Permanent

About the Role

We’re looking for a sales-focused Client Manager who will leverage their industry knowledge and expertise to provide front-line counseling to our clients about their personal insurance coverage that is geared to their unique needs and exposures. This specific role requires knowledge of rural property exposures and Hobby Farm risks in addition to finding coverage solutions for difficult to place property risks.

What You’ll Do

• Sales for Rural Properties and Hobby Farms. Commercial farm knowledge is not required.
• 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; maintain 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.

What You Bring

• AB General 1 in good standing required; RIBO or another provincial license an asset.
• Typically, more than 3 years of industry and/or personal lines experience – preferably with broad market portal experience (Aviva, Economical, Intact, etc.).
• Knowledge of Mutual Markets is an asset.
• Proven experience 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 are 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.
• The 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.).

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.

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.