Client Manager, Mid-Market Commercial

Aon plc; Ottawa; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

Annual bonus plan

5% Matching RRSP

Referral commission plan

Health Care Spending Account

Continuing education support

License fees and dues reimbursement

Global team leadership

Job summary

NFP, an Aon company, is seeking an Account/Client Manager in Ottawa, Ontario. The role focuses on day-to-day client interaction, developing and maintaining relationships with clients and carrier representatives in a hybrid work environment.

You will work with a producer to prepare applications and marketing strategies, while delivering top-notch client service and growing revenue opportunities across lines of coverage and related departments.

Qualifications

• RIBO license is required.
• Typically, more than 3 years of industry experience in broking or underwriting.
• Extensive experience placing multi-line coverage on Mid-Market to Complex accounts.
• Excellent verbal and written communication; able to interact with diverse stakeholders.

Responsibilities

• Prepare applications, specs and marketing strategy with a producer for new business and renewals.
• Provide professional customer service via phone, email, and in-person inquiries.
• Identify cross-sell opportunities across P&C, Group Benefits, and Wealth Management.
• Maintain long-term relationships with clients, carriers and internal teams.

Skills

RIBO license

3+ years experience

Multi-line coverage

Communication skills

Client-focused

Organizational skills

Analytical skills

Attention to detail

Adaptability

Extensive carrier relationships

EPIC fluency

MS Office (Word, Excel, Outlook)

Tools

EPIC

Microsoft Office

Job description

Business Line: Mid-Market Commercial

Hours Per Week: 35 (Full-Time)

Location: Ottawa, Ontario - Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

Wage Transparency: The base salary range for this position is $70,000 to $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

About the Role

Our commercial property and casualty insurance brokerage partners help protect corporations and nonprofits across Canada from the little surprises and the big ones. Our leaders inspire their teams to band together and create an environment driven by collaboration and exceptional client service.

The Ontario Commercial Lines Division has an immediate need for an Account/Client Manager to interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.

What You'll Do

• Work with a producer in the preparation of applications, specifications, and marketing strategy for new business as well as the renewals of an assigned book of business.
• Provide professional and prompt customer service including phone, email, and walk-in inquiries on new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, etc.
• Generate revenue growth opportunities by identifying needs for additional lines of coverage, cross-selling internally to other P&C lines, Group Benefits and Wealth Management departments, and generating referrals for new opportunities.
• Be the lead in maintaining positive, long-term relationships with the clients, insurance carrier representatives, and NFP staff.

What You Bring

• RIBO license is required
• Typically, more than 3 years of industry and product line experience - broking or underwriting
• Extensive experience in the placement of multi-line coverage on Mid-Market to Complex accounts
• Exceptional verbal and written communication skills with the ability to successfully interact with a variety of people and function well both in a remote team environment autonomously.
• Client-focused - Able to establish and maintain effective relationships
• High-level organizational skills with the ability to prioritize multiple tasks to meet deadlines
• Possess strong analytical and problem-solving skills
• Sharp attention to detail with excellent decision-making skills
• Flexibility and adaptability to changing priorities, deadlines, and technology.
• Extensive insurance carrier relationships
• Excellent computer skills are expected and EPIC fluency is an asset
• Experience in Microsoft Office 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

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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