Client Executive, Personal Insurance

NFP Corp; Calgary; Hybrid; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

RRSP matching 5% of salary

Referral commissions

Health Care Spending Account from day

License fees and professional dues re-

Continuing education support

Hybrid work environment

Job summary

NFP Canada in Alberta is expanding its Personal Lines sales team and seeking a Client Executive to deliver best-in-class client experiences with customized insurance solutions. The role emphasizes meeting sales targets, underwriting collaboration, and proactive client service.

The ideal candidate will hold an AB Gen 1 license, have 2 years in Personal Lines, and possess strong relationship and communication skills to navigate major domestic markets and provide top-notch service.

Qualifications

• AB Gen 1 license in good standing is required.
• Typically, 2 years Personal Lines experience in a sell-focused environment.
• Familiarity with major domestic Personal Lines markets is preferred.

Responsibilities

• Provide expert advice and counselling on personal insurance coverage tailored to client needs.
• Meet or exceed individual sales targets and department goals.
• Prepare documentation for prospects and coordinate processing with internal teams.
• Maintain relationships with underwriters and resolve client concerns professionally.
• Quote new prospects using rating tools and represent the brokerage at events.
• Stay updated on industry changes and participate in training initiatives.

Skills

AB Gen 1 license

Personal Lines experience

EPIC fluency

Tools

EPIC software

Job description

Business Line: Personal Lines Insurance

Hours Per Week: 35 (Full-Time)

Location: Edmonton or Calgary, Alberta - Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Details: Full-Time, Permanent Position, Current Vacancy

The Role at NFP

We’re growing our Personal Lines sales team in Alberta. We are looking for a Client Executive to leverage their industry knowledge and provide a best‑in‑class client experience through offering customized solutions that will protect, comfort and recover, providing peace of mind to new and existing clients.

What You’ll Be Doing

• Providing expert advice, recommendations and counselling to prospects about their personal insurance coverage geared to their unique needs and exposures
• Meeting and/or exceeding individual sales targets as well as department goals
• Preparing documentation for prospects: complete applications for, issue insurance certificates, and set application for processing by internal or external keying team
• Maintaining professional and collaborative relationships with key underwriters
• Resolving any concerns or complaints with a professional demeanour by leveraging product and service knowledge
• Quoting new prospects using Applied Rating Services or Company Portals
• Representing the brokerage at industry functions when required
• Keeping current on industry changes, underwriting rules and workflow processes
• Actively participate in training initiatives

What You Bring

• AB Gen 1 License in good standing required
• Typically, 2 years Personal Lines experience in a “one & done” environment
• Extensive experience with Major Domestic Personal Lines Markets (Intact, Aviva, SGI, etc.)
• Passion for sales; committed to delivering a top-notch client experience
• Possess and display a professional presentation and demeanour as well as a solid understanding of the personal insurance business in a sales-focused environment
• Self-managing with strong analytical, organizational and time management skills
• Strong attention to detail
• Excellent interpersonal, verbal and written communication skills
• Strong team player—Ability to adapt to and collaborate with various team members and individuals
• Ability to multi-task in a fast-paced environment while staying focused on priorities
• Professional, reliable and courteous to clients and colleagues
• Excellent computer skills expected and EPIC fluency 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.

Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.

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