Insurance Account Manager, Personal Lines Service

NFP, an Aon company (Canada); Timmins; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Client Manager to join their dynamic team. In this role, you will leverage your insurance expertise to provide top-notch service and support to clients, ensuring their unique needs are met. You will be responsible for managing client files, issuing policies, and maintaining strong relationships with underwriters. This position offers the opportunity to work in a hybrid environment, fostering collaboration and growth. Join a company that values diversity, equity, and inclusion while providing a supportive atmosphere for professional development and career advancement.

Benefits

Annual bonus plan

Matching RRSP plan

Referral Commission Plan

Generous benefits plan

Support for continuing education

Reimbursement of license fees

Flexible work environment

Community engagement opportunities

Qualifications

• 3+ years of personal lines experience with a focus on customer retention.
• Strong ability to manage client files and upsell coverages effectively.

Responsibilities

• Provide exceptional customer service and manage client file activities.
• Issue policies and maintain relationships with key underwriters.

Skills

Customer Service

Insurance Knowledge

Communication Skills

Multi-tasking

Bilingual (French and English)

Education

RIBO License

Professional Insurance Designation (CAIB, CIP, CRM)

Tools

Broker Management Systems (EPIC, ARS)

Job description

INSUR012774_7

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

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 & 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, 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

• 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.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.