Specialty Risk, Account Manager, Personal Insurance

NFP Corp; Calgary; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

Join a leading insurance company as a Client Manager, where you'll leverage your expertise in leisure and lifestyle products. This full-time role involves providing exceptional customer service, supporting sales activities, and managing client relationships. With a hybrid work environment and a focus on professional growth, you'll be part of a passionate team dedicated to enhancing client experiences.

Benefits

Annual bonus plan

Matching RRSP plan of 5%

Referral commission plan

Comprehensive benefits including Health Care Spending Account

Support for continuing education and professional growth

Reimbursement of license fees and membership dues

Qualifications

• Over 3 years of industry experience in personal lines, preferably leisure products.
• Willingness to obtain RIBO level 2 and other provincial licenses.

Responsibilities

• Provide exceptional customer service and manage client files.
• Support sales activities and participate in promotional events.
• Contribute to premium growth by upselling and cross-selling.

Skills

Customer Retention

Communication

Collaboration

Education

RIBO License

Professional insurance designations

Tools

EPIC

ARS

Job description

Job Duration : Full-Time, Permanent

About the Role

Our Personal Lines Leisure and Lifestyle team is seeking a Client Manager to leverage industry knowledge and provide front-line counseling on leisure and lifestyle products, including watercraft, trailers, and classic cars. This role offers a unique opportunity to join a passionate team dedicated to leisure-related insurance services.

What You’ll Do

1. Provide exceptional customer service to clients across Canada, managing client files to meet retention targets
2. Support sales activities, including quoting and binding new leisure product business
3. Participate in promotional events targeting leisure and lifestyle clients
4. Issue policies and changes via insurer online portals, maintaining strong relationships with underwriters
5. Review and process renewals, endorsements, and midterm changes; optimize client experience through rewriting and remarketing
6. Contribute to premium growth by upselling and cross-selling appropriate coverages
7. Stay informed about insurer products, offerings, and market trends

What You Bring

• RIBO License or AB level 2, with willingness to obtain RIBO level 2 and other provincial licenses
• Over 3 years of industry and/or personal lines experience, preferably with leisure and lifestyle products (e.g., watercraft, trailers, classic cars, recreational vehicles)
• Experience managing high-volume client accounts
• Contact Centre experience is an asset
• Proficiency in Broker management systems such as EPIC & ARS is preferred
• Strong customer retention skills and quotation expertise
• Ability to learn the NFP business model quickly
• Excellent collaboration skills, both in person and virtually
• Strong communication skills in English and French are an asset
• Professional insurance designations (e.g., CAIB, CIP, CRM) are a plus

Who We Are

NFP, an Aon company, is recognized as a top employer with awards for diversity and inclusion. We provide tailored risk, workforce, and retirement solutions globally, emphasizing a people-first approach and building long-lasting relationships across our offices in Canada, the U.K., and the U.S. to support our clients and communities.

What’s In It For You

• Hybrid work environment prioritizing staff and client needs
• Annual bonus plan
• Matching RRSP plan of 5%
• Referral commission plan
• Comprehensive benefits including Health Care Spending Account from day one
• Support for continuing education and professional growth
• Reimbursement of license fees and membership dues
• Access to industry leaders focused on innovation, retention, and collaboration

Our team values diversity, collaboration, and continuous development. We actively promote well-being, community engagement, and inclusive growth, fostering a secure future for all through meaningful conversations and proactive initiatives.

Accommodations are available upon request for candidates participating in the selection process.