Insurance Account Manager, Private Client / Concierge

NFP, an Aon company; Edmonton; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading insurance brokerage is seeking an experienced Insurance Account Manager, Private Client / Concierge to build relationships with high-net-worth clients. The ideal candidate will have over 5 years of relevant experience, a RIBO License, and a commitment to client satisfaction. This role offers a hybrid work environment and comprehensive benefits including an annual bonus and support for continuing education.

Benefits

Hybrid work environment

Annual bonus and matching RRSP plan

Comprehensive benefits including Health Care Spending Account

Support for continuing education

Qualifications

• Over 5 years of relevant industry experience.
• Experience with Private Client / VIP coverage.
• Knowledge of industry trends and carrier products.

Responsibilities

• Deliver exceptional value to clients by identifying exposures.
• Coordinate with the backend service team for applications.
• Provide professional client service regarding coverage and claims.

Skills

Excellent communication skills

Analytical skills

Client satisfaction focus

Attention to detail

Organizational skills

Education

RIBO License

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

Tools

EPIC experience

Job description

Insurance Account Manager, Private Client / Concierge

Join us at NFP, an Aon company, as an Insurance Account Manager, Private Client / Concierge.

Position Details:

• Business Line: Personal Lines, High Net Worth / VIP
• Hours Per Week: 35 (Full-Time)
• Location: Ontario (https://www.nfp.ca/about-nfp/find-an-office)
• Job Duration: Full-Time, Permanent

About The Role:

We believe in building strong personal relationships based on trust, transparency, and open communication. We seek an experienced Private Client Insurance Broker / Client Manager to attract, build, and retain relationships with VIP / high-net-worth clients by providing superior service and tailored recommendations.

Responsibilities:

1. Deliver exceptional value to clients by identifying exposures and advising on appropriate solutions.
2. Coordinate with the backend service team for applications, specifications, and marketing strategies for new and renewal business.
3. Provide professional client service regarding coverage, billing, claims, audits, etc.
4. Manage relationships with Centers of Influence to grow the portfolio.
5. Attend industry and carrier training sessions to stay updated on products and services.
6. Function as a first-line underwriter, qualifying and promoting quality business.
7. Achieve new business targets and identify revenue growth opportunities through cross-selling and referrals.
8. Maintain long-term relationships with clients, insurance carriers, and staff.

Qualifications:

• RIBO License in good standing required.
• Over 5 years of relevant industry experience.
• Experience with Private Client / VIP coverage with high limits.
• Knowledge of industry trends and carrier products (e.g., Chubb, Intact, Aviva).
• Excellent communication and interpersonal skills.
• Positive attitude focused on client satisfaction and business success.
• Strong organizational, analytical, and problem-solving skills.
• Attention to detail and adaptability to change.
• Proficiency in computer skills; EPIC experience is an asset.
• Working towards or holding professional designations (e.g., CAIB, CIP, CRM).

About NFP:

NFP is a leading insurance brokerage with a commitment to client success, innovation, and community involvement. We have received numerous awards and serve clients across Canada and globally.

Benefits:

• Hybrid work environment
• Annual bonus and matching RRSP plan
• Referral commissions
• Comprehensive benefits including Health Care Spending Account
• Support for continuing education and professional growth
• Reimbursement for license fees and memberships

We value diversity and inclusion and support accommodations for all candidates.

Join us in creating a secure future for our clients and community.