Client Manager, Private Client Group / High-Net-Worth

NFP, an Aon company; Mississauga; On-site; CAD 70,000 - 85,000; Full time

Benefits offered by this job

Hybrid work environment

Annual bonus

RRSP matching 5%

Referral program

Health Care Spending Account

Education/licensing reimbursement

License/Professional dues reimburse

Global industry leadership team

Job summary

NFP, an Aon company, located in Ontario, is hiring a Senior Client Manager to attract, retain, and manage relationships with Private Clients and families. The role focuses on tailoring recommendations, renewals, and proactive service for high-net-worth portfolios.

The ideal candidate has 10+ years in P&C or VIP insurance and a proven track record with premier carriers, with a hybrid work arrangement and potential incentives beyond base salary.

Qualifications

• Active RIBO license (other provincial licenses and designations are an asset).
• At least 10 years of P&C and/or VIP personal insurance experience.
• 5–7 years’ experience with high-end carriers (e.g., Chubb, Aviva Ovation, Unica Live Easy, Northbridge Onyx, Intact Prestige).
• Excellent computer skills; EPIC fluency is an asset.
• Strong customer service and relationship-building abilities.
• Strong quotation skills for new business, cross-selling, upselling and remarketing.
• Excellent organizational and prioritizing skills.
• Adaptable to change; attentive listening and clear communication.
• Detail- and goal-oriented; motivated and resourceful.
• Positive attitude and strong work ethic.

Responsibilities

• Service and proactively manage clients’ personal insurance portfolios including renewals, mid-term changes, cancellations and claims.
• Conduct pre-renewals calls 30–45 days before homeowners renewal to tailor an insurance plan.
• Handle incoming/outgoing calls and email requests from clients promptly.
• Assist with insurer portal transactions to complete endorsements and renewals.
• Manage accounts receivables and follow-up activity.
• Build relationships with Centres of Influence to grow the portfolio.
• Request referrals to maintain a steady pipeline of new clients.
• Achieve new business and growth targets through cross-selling.
• Attend industry and carrier trainings to stay updated on products and services.
• Function as first-line underwriter, qualifying and promoting sound business.
• Maintain professional relationships with industry partners.

Skills

RIBO license

P&C experience

VIP personal insurance

Customer service

Communication skills

Organizational skills

Listening skills

Presentation skills

Detail-oriented

Positive attitude

Tools

EPIC

Job description

Business Line: Private Client / High‑Net Worth

Hours Per Week: 35 (Full‑Time)

Location: Ontario - Any, Hybrid

Job Details: Full‑Time, Permanent Position, Current Vacancy

Wage Transparency: The base salary range for this position is $70,000 to $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

About The Role

The primary role of the Senior Client Manager is to attract, retain and build strong relationships with our Private Clients by providing superior service and tailoring recommendations that fit the needs of successful and accomplished individuals and families. The ideal candidate is a seasoned professional with at least 10 years of P&C or VIP personal insurance experience with a proven record of accomplishment.

What You'll Do

• Service and proactively manage your assigned clients’ personal insurance portfolio inclusive of renewals, mid‑term changes, cancellations and claims in accordance with company service/quality standards
• Complete pre‑renewals calls for all assigned clients 30-45 days in advance of homeowners renewal to build rapport and understanding of their insurance needs and subsequently build a comprehensive insurance plan that fits these identified needs
• Handle incoming/outgoing calls and email requests from clients in a timely manner
• Assist with insurer portal transactions to complete endorsement and renewal activities
• Manage accounts receivables and follow‑up activity
• 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 assigned portfolio
• Request referrals from clients, business associates and other departments to ensure consistent pipeline of new clients are added to assigned portfolio
• Achieve new business and growth targets through new business and cross sell of existing clients
• 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
• Maintain professional business relationships with industry partners

What You Bring

• Active RIBO license (other provincial licenses and designations would be an asset)
• At least 10 years of P&C and or VIP personal insurance experience is desired
• Minimum of 5 - 7 years' experience especially with high‑end carries such as Chubb Insurance, Aviva Ovation, Unica Live Easy, Northbridge Onyx and Intact Prestige
• Excellent computer skills expected EPIC fluency an asset
• Strong customer service skills in order to maintain long‑term growth and retention
• Strong Quotation skills for new business, cross selling, upselling and remarketing to ensure clients’ needs are consistently met or exceeded
• Excellent organizational, planning and prioritizing skills
• Adaptable to change
• A talent for listening, establishing trust and is dedicated to crafting solutions for clients
• Strong oral and written communications skills including presentation skills
• Detail and goal oriented, highly motivated and resourceful to achieve results
• Positive attitude with a strong work ethic

Benefits

• 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

Accommodations are available on request for candidates taking part in all aspects of the selection process.

Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.