Account Manager, Leisure Team, Personal Insurance

NFP Corp; Edmonton; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

Join a dynamic team as a Client Manager in a forward-thinking company that values diversity and inclusion. This role offers the chance to work in a hybrid environment while providing exceptional service to clients across Canada. You will leverage your industry knowledge to manage client files, support sales activities, and enhance client experiences with leisure and lifestyle products. With a commitment to professional growth and a culture that prioritizes well-being, this position is perfect for those looking to make a significant impact in the insurance sector.

Benefits

Hybrid work environment

Annual bonus plan

Matching RRSP plan (5%)

Referral commissions

Comprehensive benefits

Support for continuing education

Reimbursement for license fees

Qualifications

• 3+ years of experience in leisure and lifestyle insurance products.
• Strong customer retention and upselling skills.

Responsibilities

• Manage client files and provide exceptional customer service.
• Support sales activities and participate in promotional events.

Skills

Customer Service Skills

Client Management

Sales Skills

Communication Skills

Insurance Knowledge

Collaboration Skills

Education

RIBO License or AB Level 2

Professional Insurance Designations (CAIB, CIP, CRM)

Tools

Broker Management Systems (EPIC, ARS)

Job description

Business Line: Leisure Personal Lines

Hours Per Week: 35 (Full-Time)

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

Job Duration: Full-Time, Permanent

About the Role

Our Personal Lines Leisure and Lifestyle team is seeking a Client Manager to leverage industry knowledge and expertise in providing front-line counseling to clients regarding leisure and lifestyle products, including watercraft, trailers, classic cars, and more. This role offers a unique opportunity to join a passionate team dedicated to leisure-related insurance services.

What You’ll Do

1. Provide exceptional customer service to clients across Canada and manage client files to meet retention targets.
2. Support sales activities, including quoting and binding new business for Leisure products.
3. Participate in promotional events targeting our Leisure and Lifestyle clientele.
4. Issue policies and changes via insurer online portals, maintaining collaborative relationships with underwriters.
5. Review and process renewals, endorsements, and midterm changes; rewrite/remarket where necessary to enhance client experience.
6. Contribute to premium growth by upselling, cross-selling, and referring business to other lines.
7. Stay informed about insurer products, market trends, and offerings.

What You Bring

1. RIBO License (Registered Insurance Brokers of Ontario) or AB Level 2 in good standing, with willingness to obtain RIBO Level 2 and other provincial licenses.
2. Over 3 years of industry experience, preferably with broad market exposure in leisure and lifestyle products.
3. Experience managing a high volume of clients effectively.
4. Previous contact center experience is advantageous.
5. Proficiency in broker management systems, including EPIC & ARS.
6. Strong customer retention skills and ability to provide a world-class customer experience.
7. Excellent quotation, upselling, and remarketing skills.
8. Ability to quickly learn NFP’s business model and value proposition.
9. Strong collaboration skills, both in person and virtually.
10. Excellent communication skills in English; French is an asset.
11. Professional insurance designations (e.g., CAIB, CIP, CRM) are a plus.

Who We Are

NFP, an Aon company, is recognized as a top employer with awards for diversity, equity, and inclusion. We are a team of consultative advisors and problem solvers committed to addressing risks and challenges through innovative, people-first solutions. With over 300 offices across Canada, U.K., and U.S., we focus on building long-lasting relationships.

What’s In It For You

Our PeopleFirst culture offers numerous benefits, including:

• Hybrid work environment
• Annual bonus plan
• Matching RRSP plan (5%)
• Referral commissions
• Comprehensive benefits, including Health Care Spending Account from day one
• Support for continuing education and career growth
• Reimbursement for license fees and professional dues
• Access to industry leaders focused on retention and innovation

We are committed to diversity, inclusion, and community engagement, supporting our employees’ well-being and professional growth. We also actively participate in community service and charitable activities.

Accommodations are available upon request for candidates involved in the selection process.