Insurance Account Manager, Personal Lines Service

NFP, an Aon company (Canada); Greater Sudbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage is looking for an Insurance Account Manager specializing in personal lines to join their team in Greater Sudbury. The successful candidate will be responsible for offering exceptional customer service, managing client policies, and ensuring retention targets are met. This full-time position offers an annual bonus and numerous benefits, as well as opportunities for professional growth and development within the industry.

Benefits

Annual bonus plan

Matching RRSP plan of 5% of salary

Generous benefits plan

Full support for continuing education

Reimbursement of license fees

Qualifications

• More than 3 years of personal lines insurance experience required.
• RIBO License in good standing required.
• Professional insurance designation such as CAIB or CIP is a plus.

Responsibilities

• Provide exceptional customer service to clients.
• Issue policies and process renewals efficiently.
• Contribute to premium growth by upselling coverages.

Skills

Customer Service

Communication

Multitasking

Quotation Skills

Education

RIBO License

Professional Insurance Designation

Tools

Broker Management Systems

Job description

Insurance Account Manager, Personal Lines Service

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Insurance Account Manager, Personal Lines Service

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Join to apply for the Insurance Account Manager, Personal Lines Service role at NFP, an Aon company (Canada)

INSUR012192_6

Business Line : Personal Lines

Job Duration : Full-Time, Permanent

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 counseling 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; maintain 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 License (Registered Insurance Brokers of Ontario) in good standing required; AB Gen 1 or another provincial license an asset
• 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 are 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
• The 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 is a leading insurance brokerage that provides property and casualty, group benefits, retirement and individual solutions through our licensed subsidiaries and affiliates. We’re a 6x Best Places to Work award winner in Insurance, a 5-Star Brokerage award winner from Insurance Business Canada Magazine, and a recognized Elite Agency award winner. We enable client success through the expertise of over 1000 employees based in Canada and more than 6,900 employees with over 310 offices globally. Since 2021, NFP has been responsible for bringing more than four billion dollars ($4,000,000,000) in premium to the P&C Market. Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space. 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 Children’s Cancer Society, GenHERation, Year Up 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.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

General Business, Other, and Administrative

Insurance

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Personal Lines Account Manager • Greater Sudbury, Sudbury District, Canada