Client Manager, Private Client Concierge Group

NFP, an Aon company (Canada); Newmarket; Hybrid; CAD 65,000 - 75,000; Full time

Benefits offered by this job

Annual bonus plan

RRSP matching 5%

Referral Commission Plan

Health Care Spending Account

Continuing education support

License fees reimbursement

Community involvement opportunities

Job summary

NFP, an Aon company, is seeking an experienced Client Manager to provide front-line counselling to our Concierge clients about personal insurance coverage. You will join a small, dedicated team delivering a unique value proposition to VIP clients across multiple lines of business.

This role requires a strong background in personal lines, high-volume client management, and collaboration across teams. A hybrid work setting and opportunities for professional growth are offered.

Qualifications

• Active RIBO license required.
• Typically 5+ years of personal lines experience.
• Experience managing a high-volume client workload.
• Proficient with broker systems, especially EPIC & ARS.

Responsibilities

• Provide exceptional One Stop Shop service to Concierge clients across sales, service and retention.
• Collaborate with PCG, Commercial and other teams to deliver an outstanding client experience.
• Contribute to premium growth by upselling and cross-selling appropriate coverages.
• Stay current with insurer products, offerings and market intelligence.

Skills

Customer service

Communication

Multi-tasking

Cross-selling

Education

RIBO license

Tools

EPIC

ARS

Job description

Posting Description

Business Line: Private Client Group / High Net Worth

Hours Per Week: 35 (Full-Time)

Location: Newmarket, Sudbury, London, Windsor & Uxbridge – 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 $65,000 to $75,000. 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-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.

About

We’re looking for an experienced Client Manager who will leverage their industry knowledge and expertise to provide front‑line counselling to our Concierge clients about their personal insurance coverage. Concierge Service is a small, dedicated team of brokers who offer a unique value proposition to NFP VIP Clients including:

• Clients with multiple lines of business with NFP
• Emerging wealth clients
• NFP Employee Files

What You’ll Do

• Provide exceptional "One Stop Shop" customer service to clients including sales, service, and retention efforts to this group of clients.
• Collaborate with our PCG, Commercial, and other lines of business teams to offer an exceptional experience with NFP clients.
• Contribute 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

• Active RIBO is required, additional provincial licensing would be an asset.
• Typically, more than 5 years of personal lines experience.
• Proven experience working managing a high volume of clients.
• 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.
• 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 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.

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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