Client Executive | Hybrid Insurance Sales + 5% RRSP Match

NFP, an Aon company; Calgary; Hybrid; CAD 58,000 - 60,000; Full time

Benefits offered by this job

Hybrid work environment

Annual bonus plan

5% RRSP matching

Referral commission plan

Health benefits

Continuing education support

License fee reimbursement

Job summary

NFP, an Aon company, is seeking a Client Executive to join our Ontario & Alberta small market commercial team. You will build new commercial lines relationships, quote leads, and drive sales while coordinating with underwriting and account management for top‑notch client service.

The role requires knowledge of Small‑Market risks, a Proactive sales mindset, and a track record in insurance sales. Hybrid work arrangement and ongoing career growth opportunities are available.

Qualifications

• Valid RIBO is required; additional licensing is an asset.
• Typically, 3+ years of commercial or personal lines sales experience.
• Knowledge of risks associated with Small‑Market business.
• Proven track record in insurance sales.
• Excellent interpersonal, verbal and written communication skills.

Responsibilities

• Quote commercial leads from multiple sources on the same day or next business day.
• Develop submissions with underwriting to meet client needs and close the sale.
• Hand off service to the Account Manager after sale and manage post‑sale requests.
• Maintain strong client service relations and coordinate with service teams.
• Cross‑sell with other lines of business where appropriate.
• Meet or exceed sales targets and department goals.
• Maintain relationships with underwriters and leverage industry networks.
• Represent the brokerage at industry events when required.
• Stay current on industry changes and workflows.

Skills

RIBO

Sales experience

Small‑Market knowledge

IRCA knowledge

CRM experience

Microsoft Office

Tools

Salesforce

Applied EPIC

Excel

Outlook

Job description

NFP, an Aon company, is seeking a Client Executive to join our Ontario & Alberta small market commercial team. You will build new commercial lines relationships, quote leads, and drive sales while coordinating with underwriting and account management for top‑notch client service.

The role requires knowledge of Small‑Market risks, a Proactive sales mindset, and a track record in insurance sales. Hybrid work arrangement and ongoing career growth opportunities are available.