Client Manager, Personal Insurance

NFP Corp; Markham; Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid work environment

Annual bonus

RRSP matching 5%

Referral program

Comprehensive benefits

Education support

License fee reimbursement

Global team

Job summary

NFP is seeking a Client Manager in Ontario with strong personal lines insurance experience to provide front-line counseling and tailored coverage recommendations. The role focuses on delivering a high level of service, renewals processing, and upselling opportunities across insurer portals.

Hybrid work setting, 35 hours/week, with a base salary of $50,000 to $70,000 CAD and potential performance-based incentives. Prior brokerage software experience is a plus.

Qualifications

• RIBO in good standing is required.
• 3+ years in personal lines or insurance experience preferred.
• Experience with high-volume client files and portals (e.g., Aviva, Economical, Intact).
• Experience in a contact centre is an asset.
• Strong computer skills and familiarity with broker management systems (EPIC/ARS an asset).

Responsibilities

• Provide day-to-day customer service to clients and manage client file activities to support retention targets.
• Issue policies and changes on insurer portals and maintain relationships with underwriters.
• Review renewals and mid-term changes; rewrite/remarket to enhance client experience.
• Contribute to premium growth by upselling coverages and cross-selling where applicable.
• Stay updated on insurer products and market intelligence.

Skills

RIBO in good standing

High-volume client management

Excellent communication

Bilingual English/French (asset)

Customer service excellence

Tools

EPIC

ARS

Broker management systems

Job description

Posting Description

#LI-JS3

Business Line: Personal Lines Insurance

Hours Per Week: 35 (Full-Time)

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

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

Wage Transparency: The base salary range for this position is $50,000 to $70,000. 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

Regardless of their individual specialties, each personal lines team member has one thing in common: a personal responsibility for getting you the answers, support or services you need, when you need them. We’re looking for a Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our clients about their personal insurance coverage that is geared to their unique needs and exposures.

What You’ll Do

• Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
• Issue policies and changes on various insurer online portals; maintaining professional and collaborative relationships with key underwriters
• Review and process renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience
• Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
• Stay up to date with insurer partner products, offerings, and market intelligence

What You Bring

• RIBO (Registered Insurance Brokers of Ontario) in good standing required
• Typically, more than 3 years of industry and/or personal lines experience – preferably with broad market portal experience (Aviva, Economical, Intact, etc.)
• Proven experience working managing a high volume of clients (alpha split and/or one & done)
• Previous experience in a Contact Centre environment is an asset
• Excellent computer skills expected including fluency in Broker management systems – EPIC & ARS fluency are an asset
• Ability to drive strong customer retention by providing a world class customer experience
• Exceptional quotation skills for cross-selling, upselling and remarketing
• Ability to quickly learn the NFP business model and value proposition
• Ability to work collaboratively with others, both in person and virtually
• Strong oral and written communications skills
• Ability to multi-task in a fast-paced & demanding environment while keeping customer service a priority
• Ability to communicate clearly and explain complex concepts in both official languages (French and English) is an asset
• Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)

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 visithttps://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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#NFP