Insurance Account Manager, Private Client / High Net Worth

NFP; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance firm in Toronto is seeking an experienced Private Client Insurance Broker/Client Manager to build and retain relationships with VIP/high-net-worth clients. The role requires strong analytical skills and experience in providing tailored insurance solutions. You will deliver exceptional service, manage relationships with key influencers, and achieve business growth targets. A professional insurance designation is preferred. This position offers a hybrid work environment and a generous benefits plan.

Benefits

Annual bonus plan

Matching RRSP plan of 5% of salary

Referral Commission Plan

Generous benefits plan including Health Care Spending Account

Support for continuing education

Qualifications

• RIBO and/or Alberta General 1 required.
• More than 5 years of directly related industry experience.
• Experience with Private Client/VIP coverage.
• Sound knowledge of industry trends and PCG carrier products.

Responsibilities

• Deliver value by identifying exposures and advising clients.
• Manage relationships with assigned Centre’s of Influence.
• Provide professional client service for new and existing accounts.
• Achieve new business targets and generate revenue growth.

Skills

Professional communication skills

Analytical skills

Problem-solving skills

Client satisfaction

Education

Professional insurance designation (CAIB, CIP, CRM)

Tools

EPIC

Job description

Business Line: Personal Lines, High Net Worth/VIP

Hours Per Week: 35 (Full-Time)

Location: Ontario & Alberta (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About the Role

At NFP, we believe in building strong personal relationships based on trust, transparency, and open communication. Our leaders inspire their teams to band together and create an environment driven by collaboration and exceptional client service. We’re looking for an experienced Private Client Insurance Broker/Client Manager to attract, build and retain strong relationships with our VIP/high-net-worth clients by providing superior service and tailoring recommendations that fit the needs of successful and accomplished individuals and families.

What You’ll Do

• Deliver extraordinary value to our clients by identifying exposures, determining the appropriate solutions to those exposures, and advising the customer on why the solutions are the best fit for them.
• Work with backend service team in preparation of applications, specifications, and marketing strategy for new business as well as the renewals of an assigned book of business assisting with insurer portal transactions as required
• Provide professional and prompt client service for new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, etc.
• Manage and build relationships with assigned Centre’s of Influence (i.e., wealth management firms, art appraisers, real estate firms, etc.) and their client base to grow the assigned portfolio
• Attend industry and carrier training sessions to ensure well versed in new products and services available
• Function as first-line underwriters, qualifying, maintaining, and promoting sound quality business
• Achieve new business targets and 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

• RIBO and/or Alberta General 1 Required
• Typically, more than 5 years of directly related industry and product line experience
• Experience with Private Client/VIP coverage with increased special limits is a must (High-value home & auto, fine art, personal marine craft, etc.)
• Sound knowledge of industry trends as well as PCG carrier products and services (i.e., Chubb Insurance, Intact Prestige, Aviva Ovation, Unica Live Easy, Northbridge Onyx, etc.)
• Professional communication and interpersonal skills demonstrating business intelligence
• Positive and passionate attitude towards client satisfaction and business achievements
• High-level of organization with the ability to prioritize multiple tasks to meet deadlines
• Strong analytical and problem-solving skills
• Sharp attention to detail
• High tolerance for ambiguity; flexibility and adaptability to changing priorities, deadlines, and technology.
• Excellent computer skills are expected and EPIC fluency is an asset
• Currently holding or working towards professional insurance designation 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.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 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 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 Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada 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.