Specialty Risk, Account Manager, Personal Insurance

NFP, an Aon company (Canada); Midland; Hybrid; CAD 60,000 - 90,000; Full time

Job summary

A leading company in personal insurance is seeking a Client Manager to provide tailored coverage solutions to clients. This full-time, hybrid role requires a strong sales focus, exceptional customer service skills, and a RIBO License. The position offers a competitive salary, annual bonuses, and comprehensive benefits, fostering professional growth and community engagement.

Benefits

Annual bonus plan for all employees

Matching RRSP plan of 5% of salary

Comprehensive benefits including Health Care Spending Account

Support for continuing education and internal career growth opportunities

Qualifications

• RIBO License in good standing; AB Gen 1 or other provincial license is an asset.
• Typically, more than 3 years of industry and/or personal lines experience.
• Proven experience managing a high volume of clients.

Responsibilities

• Sell coverage for Rural Properties and Hobby Farms.
• Provide exceptional day-to-day customer service to clients.
• Contribute to premium growth by upselling appropriate coverages.

Skills

Customer Service

Communication

Sales

Multi-tasking

Education

RIBO License

Professional insurance designations (CAIB, CIP, CRM)

Tools

Broker management systems (EPIC, ARS)

Job description

SPECI013563_5

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About The Role

We’re looking for a sales-focused Client Manager who will leverage their industry knowledge and expertise to provide front-line counseling to our clients about their personal insurance coverage, tailored to their unique needs and exposures. This role requires knowledge of rural property exposures and Hobby Farm risks, along with finding coverage solutions for difficult-to-place property risks.

What You’ll Do

• Sell coverage for Rural Properties and Hobby Farms. Commercial farm knowledge is not required.
• Provide exceptional day-to-day customer service to clients and handle client file activities to maintain retention targets.
• Issue policies and changes on insurer online portals; maintain professional relationships with key underwriters.
• Review and process renewals, endorsements, and midterm changes; rewrite/remarket as needed to enhance the client experience.
• Contribute to premium growth by upselling appropriate coverages and referring business to other lines where applicable.
• Stay updated with insurer partner products, offerings, and market intelligence.

What You Bring

• RIBO License in good standing; AB Gen 1 or other provincial license is an asset.
• Typically, more than 3 years of industry and/or personal lines experience, preferably with broad market portal experience (e.g., Aviva, Economical, Intact).
• Knowledge of Mutual Markets is an asset.
• Proven experience managing a high volume of clients.
• Experience in a Contact Centre environment is an asset.
• Excellent computer skills, including fluency in Broker management systems like EPIC & ARS.
• Ability to drive customer retention through excellent service.
• Exceptional quotation skills for cross-selling, upselling, and remarketing.
• Quick learner of the NFP business model and value proposition.
• Ability to work collaboratively both in person and virtually.
• Strong communication skills in both oral and written English; French is an asset.
• Ability to multi-task in a fast-paced environment while maintaining service quality.
• 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 in Business Insurance and Diversity, Equity and Inclusion. We are a team of advisors and problem solvers dedicated to addressing clients' risks, workforce, wealth management, and retirement challenges with customized, people-first solutions.

What’s In It For You

• A hybrid work environment prioritizing staff and client interests.
• Annual bonus plan for all employees.
• Matching RRSP plan of 5% of salary.
• Referral commission plan.
• Comprehensive benefits including Health Care Spending Account from day one.
• Support for continuing education and internal career growth opportunities.
• Reimbursement for license fees and professional memberships.
• Access to a global team focused on retention, growth, innovation, and collaboration.

Our employees are the foundation of our success. We support a diverse, inclusive, and innovative team committed to community engagement and professional development. We also actively contribute to various charitable organizations and community initiatives. Accommodations are available upon request for candidates participating in the selection process.