Client Manager, Concierge Team, Personal Lines

NFP Corp; Toronto; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A leading insurance firm in Ontario is seeking an experienced Account Executive/Producer to join their Business Insurance division. This role involves developing new commercial lines relationships and requires a valid RIBO license and sales experience. The successful candidate will work in a hybrid setting and be part of a supportive and growing team, offering competitive compensation and professional development opportunities.

Benefits

Annual bonus plan

Matching RRSP plan

Generous benefits plan

Support for continuing education

Qualifications

• 3+ years of commercial lines sales experience.
• Technical knowledge of IRCA.
• Proven track record in insurance sales.

Responsibilities

• Quote commercial leads in a fast-paced environment.
• Develop submissions to meet client needs and close sales.
• Maintain relationships with clients and underwriters.

Skills

Sales experience

Customer service

Analytical skills

Communication skills

Team collaboration

Detail orientation

Education

Valid RIBO License

Tools

CRM platforms

Microsoft Office

Job description

Overview

Business Line: Commercial Lines, Small/Medium Enterprise Business

Hours Per Week: 35 (Full-Time)

Location: Ontario - Any location - Hybrid Setting (Ontario - Any location - Hybrid Setting)

Job Duration: Full-Time, Permanent

Compensation: Salary + Commission + Performance Bonuses based on commission targets

About the Role

We’re looking for an Account Executive/Producer to join our award-winning Business Insurance division for our Ontario clients. The Account Executive will leverage their industry knowledge & experience to initiate and develop new commercial lines relationships for Small Market Business.

Responsibilities

• Work in a fast paced environment that will allow you to quote commercial leads generated from various sources on the same day as received or worse case next business day.
• Develop submissions (in conjunction with commercial lines underwriting staff) to markets that will meet present/emerging needs of the client and close the sale
• Hand-off responsibility for provision of service to clients to the relevant Account Manager in the service teams
• When appropriate to the maintenance of good customer service, field customer service requests (especially post-sale of one’s clients), and ensure the completion by oneself, or by referral to the service Account Manager
• Develop a cross-selling protocol that allows the opportunity for integrated selling with all commercial sales to other lines of business
• Meeting and/or exceeding individual sales targets as well as department goals
• 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 NFP’s new IRCA quoter as well as ARS or Company Portals if required
• Representing the brokerage at industry functions when required
• Keeping current on industry changes, underwriting rules and workflow processes

Qualifications

• Valid RIBO License Required, AB General 1 would be considered an asset (other provincial licenses are a plus)
• Technical knowledge of IRCA (Individually Rated Commercial Auto)
• Typically, 3+ years of commercial lines or personal lines sales experience
• Knowledge of risks associated with Small-Market business
• Proven track record in insurance sales
• Self-Motivated with a passion for sales & committed to delivering a top-notch client experience
• Self-managing with strong analytical, organizational and prioritization skills with attention to the details
• Confident, poised and interactive - when client-facing communicates effectively, demonstrates emotional intelligence, and understands how to tailor responses in a variety of dynamic situations
• Excellent interpersonal, verbal and written communication skills
• Strong team player with the ability to adapt to and collaborate with various internal and external stakeholders
• Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions
• Prior experience in lead management software or CRM platforms such as Salesforce would be considered an asset
• Excellent computer skills expected with knowledge of Applied EPIC an asset
• Proficiency with Microsoft Office suite products – specifically Word, Excel and Outlook

About NFP

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.

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.

• 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.