Client Manager, Commercial Insurance (SME)

Aon Corporation; Calgary; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus plan

RRSP matching 5%

Health Care Spending Account

License fees reimbursement

Professional development

Job summary

NFP, an Aon company, is seeking a Commercial Lines Account Manager in Alberta for a hybrid role. You will service incoming new business requests, manage renewals, and nurture client and carrier relationships.

This position requires AB licensing, 2+ years of SME to Mid-Market insurance experience, and strong communication and analytical skills. Proficiency with EPIC and Microsoft Office is expected, and additional licenses are assets.

Qualifications

• AB licensing required; additional licenses asset.
• 2+ years commercial insurance experience in SME to Mid-Market.
• Experience in placement of varied coverage lines.
• Strong communication and analytical skills.

Responsibilities

• Serve incoming new business requests and renewals.
• Maintain relationships with clients and carrier reps.
• Coordinate with backend service teams during renewals.
• Provide prompt customer service via phone and email.

Skills

AB licensing

Commercial insurance

SME-Mid-Market exp

Client communication

EPIC fluency

Tools

EPIC

Microsoft Office

Job description

Posting Description

Business Line: Small-Market Commercial Lines

Hours Per Week: 35 (Full-Time)

Location: Alberta – Hybrid environment

Job Duration: Full-Time, Permanent

About the Role

Small Enterprise Businesses (SME) are an integral part of local economies that help to create a network of financial interconnection that fosters broad-based prosperity. NFP’s SME business division is there to help guide and counsel local organizations of all kinds stay safe and on track. As these businesses evolve and grow, our team of experts that see trends, anticipate emerging challenges, and curate the solutions needed – make all the difference.

We’re looking for a Commercial Lines Account Manager to service in-coming new business requests while developing and maintaining relationships with both client and carrier representatives. The successful CM will also work with backend service teams and oversee the renewal process of existing business.

What You’ll Do

• Work closely with clients to deliver extraordinary value by identifying exposures, determining the appropriate solution and advising the client as to why the solution is the best fit
• Develop marketing specifications and remarketing strategies for renewals of an assigned book of business
• Network within the local community by attending industry events, training, etc.
• Provide professional and prompt customer service including phone and email on new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, endorsements, cancellations, etc.
• Be the lead in maintaining positive, long-term relationships with the clients, insurance carrier representatives and NFP staff.

What You Bring

• AB licensing is required, additional licenses would be considered an asset
• Typically, more than 2 years of commercial insurance and product line experience – servicing, broking or underwriting
• Experience in the placement of various lines of coverage on SME to Mid-Market accounts
• Confident, poised and interactive - when client-facing communicates effectively, demonstrates emotional intelligence, and understands how to tailor responses in a variety of dynamic situations
• Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions
• Possess strong analytical and problem-solving skills
• Excellent organizational skills with the ability to adjust to changing workload and priorities
• Sharp attention to detail with excellent decision-making skills
• Excellent computer skills expected and EPIC fluency an asset
• Proficiency with Microsoft Office suite products – specifically Word, Excel and Outlook

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

• 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.

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.