Personal Lines Insurance Advisor (Hybrid) — Growth & Rewards

NFP Corp; Kitchener; Hybrid; CAD 55,000 - 58,000; Full time

Benefits offered by this job

Hybrid work environment

Annual bonus plan

RRSP matching 5%

Referral commission plan

Health Care Spending Account starting

Education & professional development

License fees reimbursement

Community and inclusion focus

Job summary

NFP is expanding its Personal Lines sales team in Ontario. We are seeking a Client Executive to apply industry knowledge and deliver a best-in-class client experience through customized solutions that protect, comfort and recover, providing peace of mind to new and existing clients.

The role involves expert advisory for personal insurance, meeting sales targets, collaborating with underwriters, and staying current on underwriting rules and workflow processes.

Qualifications

• RIBO License in good standing required.
• Typically, 2 years Personal Lines experience in a "one & done" environment.
• Extensive experience with Major Domestic Personal Lines Markets (Intact, Aviva, SGI, etc.).
• Passion for sales; committed to delivering a top-notch client experience.
• Possess and display a professional presentation and demeanor with strong knowledge of personal insurance in sales.
• Self-managing with strong analytical, organizational and time management skills.
• Strong attention to detail.
• Excellent interpersonal, verbal and written communication skills.
• Strong team player; able to adapt to various team members and individuals.
• Ability to multi-task in fast-paced environment while staying focused on priorities.
• Professional, reliable and courteous to clients and colleagues.
• EPIC fluency an asset.

Responsibilities

• Provide expert advice and counselling to prospects about personal insurance coverage.
• Meet or exceed individual sales targets and department goals.
• Prepare documentation for prospects: complete applications, issue certificates, and set processing for internal/external keying.
• Maintain professional relationships with underwriters.
• Resolve concerns with a professional demeanor using product knowledge.
• Quote new prospects using rating services or company portals.
• Represent the brokerage at industry functions when required.
• Stay current on industry changes, underwriting rules, and workflow processes.
• Actively participate in training initiatives.

Skills

RIBO License

2+ years Personal Lines

Sales orientation

Interpersonal communication

EPIC fluency (asset)

Tools

EPIC software

Job description

NFP is expanding its Personal Lines sales team in Ontario. We are seeking a Client Executive to apply industry knowledge and deliver a best-in-class client experience through customized solutions that protect, comfort and recover, providing peace of mind to new and existing clients.

The role involves expert advisory for personal insurance, meeting sales targets, collaborating with underwriters, and staying current on underwriting rules and workflow processes.