Specialty Risk, Account Manager, Personal Insurance

NFP, an Aon company (Canada); Collingwood; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance sector is seeking a Client Manager to provide tailored insurance solutions for personal lines. This full-time role involves managing client relationships, selling coverage, and ensuring exceptional service. The ideal candidate will have a RIBO License, strong sales skills, and over three years of industry experience, contributing to a people-first culture focused on growth and innovation.

Benefits

Hybrid work environment

Annual bonus plan

Matching RRSP plan of 5% of salary

Referral commissions

Comprehensive benefits including Health Care Spending Account

Support for continuing education and professional growth

Reimbursement for license fees and memberships

Qualifications

• Over 3 years of industry experience preferred.
• Fluency in both official languages (French and English) is an asset.
• Experience in a Contact Centre environment is an asset.

Responsibilities

• Sell coverage for Rural Properties and Hobby Farms.
• Provide exceptional customer service and handle client file activities.
• Contribute to premium growth by upselling appropriate coverages.

Skills

Customer retention

Communication

Multitasking

Sales

Education

RIBO License

Professional insurance designations (e.g., CAIB, CIP, CRM)

Tools

Broker management systems (EPIC & ARS)

Job description

SPECI013563_1

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

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

Job Duration: Full-Time, Permanent

About The Role

We’re seeking a sales-focused Client Manager with industry knowledge to provide front-line counseling to clients regarding their personal insurance coverage, tailored to their unique needs and exposures. This role requires expertise in rural property exposures and Hobby Farm risks, along with finding coverage solutions for difficult-to-place property risks.

What You’ll Do

1. Sell coverage for Rural Properties and Hobby Farms. (Commercial farm knowledge is not required.)
2. Provide exceptional customer service and handle client file activities to meet retention targets.
3. Issue policies and changes via insurer online portals; maintain relationships with underwriters.
4. Review and process renewals, endorsements, and midterm changes; rewrite/remarket as needed to improve client experience.
5. Contribute to premium growth by upselling appropriate coverages and referring business to other lines.
6. Stay informed about insurer products, market offerings, and market intelligence.

What You Bring

1. RIBO License in good standing; AB Gen 1 or other provincial license is an asset.
2. Over 3 years of industry experience, preferably with broad market portal experience (e.g., Aviva, Economical, Intact).
3. Knowledge of Mutual Markets is an asset.
4. Proven ability to manage a high volume of clients.
5. Experience in a Contact Centre environment is an asset.
6. Excellent computer skills; fluency in Broker management systems (EPIC & ARS) is an asset.
7. Strong customer retention skills and the ability to provide a world-class customer experience.
8. Exceptional quotation skills for cross-selling, upselling, and remarketing.
9. Ability to learn the NFP business model quickly.
10. Collaborative work style, both in person and virtually.
11. Strong communication skills in both oral and written forms.
12. Ability to multitask in a fast-paced environment, prioritizing customer service.
13. Fluency in both official languages (French and English) is an asset.
14. Professional insurance designations (e.g., CAIB, CIP, CRM) are a plus.

Who We Are

NFP, an Aon company, is a multiple award-winning organization recognized for its inclusive culture and industry leadership. We are a team of advisors and problem solvers dedicated to addressing risk, workforce, wealth management, and retirement challenges globally, with a focus on a people-first approach.

What’s In It For You

NFP’s PeopleFirst culture offers numerous benefits, including:

• A hybrid work environment.
• An annual bonus plan.
• Matching RRSP plan of 5% of salary.
• Referral commissions.
• Comprehensive benefits including Health Care Spending Account from day one.
• Support for continuing education and professional growth.
• Reimbursement for license fees and memberships.
• A global team focused on employee retention, growth, and innovation.

Additional Information

We value diversity, inclusion, and community engagement, supporting initiatives and charities like Women in Insurance Cancer Crusade, Food Banks Canada, and Indspire Canada. We foster a work environment that promotes personal and professional growth and actively support our employees' well-being and community involvement.

Accommodations are available upon request during the recruitment process.