Insurance Account Manager, Personal Lines Service

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

Job summary

A leading insurance firm in Midland is seeking a Client Manager to deliver exceptional customer service and manage personal insurance coverage for clients. Candidates should possess a RIBO License and demonstrate strong communication skills, industry knowledge, and a proven track record in client management. The role offers a hybrid work environment, competitive benefits, and opportunities for education and professional growth.

Benefits

Annual bonus plan

Matching RRSP plan of 5%

Generous benefits plan

Support for continuing education

Reimbursement of license fees

Qualifications

• More than 3 years of personal lines experience.
• Ability to manage a high volume of clients.
• Exceptional quotation skills for cross-selling.

Responsibilities

• Provide exceptional customer service to maintain client retention.
• Issue policies and changes on insurer online portals.
• Contribute to premium growth by upselling coverages.

Skills

Customer service excellence

Communication skills

Industry knowledge

Fluency in broker management systems

Bilingual (French and English)

Education

RIBO License in good standing

Professional insurance designation (CAIB, CIP, CRM)

Tools

EPIC

ARS

Job description

Overview

Location: Ontario – Any, Hybrid
Hours Per Week: 35 (Full-Time)
Job Duration: Full-Time, Permanent
Employer: NFP (insurer group)

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.
• 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

• 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 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 and 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 Best Places to Work award winner and has DEI accolades. We are an organization of consultative advisors and problem solvers focused on helping companies and individuals address risk, workforce, wealth management and retirement challenges through tailored solutions and a people-first approach. We operate across 300+ Canadian, U.K., and U.S. office locations. 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 that balances staff and client needs.
• 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 day one.
• Support for continuing education and internal opportunities to grow as an insurance professional.
• Reimbursement of license fees and professional membership dues.
• A global team of industry leaders focused on retention, growth and collaboration.

Our employees are the foundation of our success. NFP is a large, inclusive organization committed to well-being and community involvement. Accommodations are available on request for candidates during the selection process.