Insurance Broker, Personal Lines Sales

NFP; Calgary; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a passionate Insurance Client Executive to join their dynamic Personal Lines Sales team. This role involves leveraging industry knowledge to provide tailored insurance solutions that offer peace of mind to clients. With a commitment to employee development and a hybrid work environment, this company fosters a collaborative culture focused on innovation and client satisfaction. Employees enjoy a competitive salary, annual bonus plans, and generous benefits, making it an ideal opportunity for those looking to advance their careers in the insurance sector.

Benefits

Annual Bonus Plan

Matching RRSP Plan

Referral Commission Plan

Health Care Spending Account

Continuing Education Support

Reimbursement of License Fees

Generous Benefits Plan

Qualifications

• 2+ years of personal lines insurance experience required.
• Strong understanding of major domestic personal lines markets.

Responsibilities

• Provide expert advice on personal insurance coverage.
• Meet and exceed individual sales targets and department goals.

Skills

Sales Experience

Client Relationship Management

Insurance Knowledge

Quoting Skills

Communication Skills

Education

Alberta General 1 License

RIBO License

Professional Insurance Designation (CAIB, CIP, CRM)

Tools

Broker Management Systems (EPIC, ARS)

Job description

Business Line: Personal Lines, Sales

Hours Per Week: 35 (Full-Time)

Location: Edmonton or Calgary – Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About the Role

NFP Canada is devoted to growing and developing our employees from day one. Our Personal Lines Insurance Division is comprised of a diverse group of talented insurance professionals who are committed to providing a best-in-class experience and products to our clients.

The Personal Lines Sales team is looking for an energetic and passionate Insurance Client Executive / Insurance Broker who will leverage their industry knowledge and experience and offer customized personal insurance coverage that will protect, comfort and recover, providing peace of mind to new and existing clients.

What You’ll Do

• Providing expert advice, recommendations, and counseling to prospects about their personal insurance coverage geared to their unique needs and exposures
• Meeting and/or exceeding individual sales targets as well as department goals
• Preparing documentation for prospects: complete applications for, issue insurance certificates, and set application for processing by internal or external keying team
• Maintaining professional and collaborative relationships with key underwriters
• Resolving any concerns or complaints with a professional demeanor by leveraging product and service knowledge
• Quoting new prospects using Applied Rating Services or Company Portals
• Representing the brokerage at industry functions when required
• Keeping current on industry changes, underwriting rules, and workflow processes
• Actively participate in training initiatives

What You Bring

• Alberta General 1 is required
• RIBO License (Registered Insurance Brokers of Ontario) in good standing is required at this time
• Typically, more than 2 years of industry and/or personal lines experience
• Extensive experience with Major Domestic Personal Lines Markets (Intact, Aviva, Economical, etc.)
• Passion for sales with exceptional quoting skills; committed to delivering a top-notch client experience
• Possess and display a professional presentation and demeanor as well as a solid understanding of the personal insurance business in a sales-focused environment
• Proven experience working in a high volume and/or fast-paced environment
• Previous experience in a Contact Centre environment is an asset
• Excellent computer skills expected including fluency in Broker management systems – EPIC & ARS fluency are an asset
• 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
• 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.

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 visithttps://nfp.ca

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. 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.