Insurance Account Manager, Mid-Market, Commercial Lines

NFP Corp; Edmonton; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Account/Client Manager to join their thriving team in Edmonton. This role involves building and maintaining strong relationships with clients and insurance carriers while providing exceptional service. You will play a crucial part in managing client accounts, preparing applications, and identifying growth opportunities. The company fosters a collaborative environment and values the contributions of its employees, offering robust benefits and professional development opportunities. If you are passionate about client service and have a strong background in insurance, this position is perfect for you.

Benefits

Annual Bonus Plan

Matching RRSP Plan

Referral Commission Plan

Health Care Spending Account

Continuing Education Support

License Fees Reimbursement

Qualifications

• Requires Alberta General License in good standing.
• 3+ years in broking or underwriting with extensive risk placement experience.

Responsibilities

• Manage client accounts and provide exceptional customer service.
• Generate revenue growth through cross-selling and maintaining client relationships.

Skills

Verbal Communication

Written Communication

Client Relationship Management

Analytical Skills

Problem-Solving Skills

Organizational Skills

Attention to Detail

Flexibility

Education

Alberta General License

3+ years of industry experience

Tools

Microsoft Office

EPIC

Job description

Business Line: Commercial Lines, Mid-Market

Hours Per Week: 35 (Full-Time)

Location: Edmonton (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

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 Alberta 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

• Alberta General License in good standing required
• Typically, more than 3 years of industry and product line experience – broking or underwriting
• Extensive experience in the placement of Mid-Market Risks (Large construction, Manufacturing, etc.) on accounts generating $25,000 and greater in premium.
• 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.

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.

• 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.

We understand that more people mean more experience, more expertise, more diversity of thought and more opportunities to understand the world we share together. By embracing organic collaboration and innovation, we are able to integrate an array of ideas and perspectives to continuously refine what we do and how we do it.

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. 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.