Account Manager, Leisure Team, Personal Insurance

NFP Corp; California (MO); Hybrid; USD 50,000 - 80,000; Full time

Job summary

Join a dynamic team at a forward-thinking company that specializes in leisure and lifestyle insurance products. As a Client Manager, you'll play a crucial role in delivering exceptional customer service while managing client files and supporting sales efforts. This position offers a unique opportunity to work with a passionate team, focusing on leisure-related products like watercraft and classic cars. The company prides itself on a people-first culture, offering a hybrid work environment and numerous benefits to support your professional growth. If you're looking for a rewarding career in a collaborative setting, this role is perfect for you.

Benefits

Annual bonus plan

Matching RRSP plan

Referral Commission Plan

Generous benefits plan

Full support for continuing education

Reimbursement of license fees

Qualifications

• 3+ years of experience in personal lines, especially leisure products.
• Strong customer retention and upselling capabilities.

Responsibilities

• Provide exceptional customer service and manage client files.
• Sales support and quoting for leisure products.

Skills

Customer Service

Sales Support

Communication Skills

Multi-tasking

Quoting Skills

Bilingual (English and French)

Education

RIBO License

Professional Insurance Designation (CAIB, CIP, CRM)

Tools

Broker Management Systems

EPIC

ARS

Job description

Business Line: Leisure Personal Lines

Hours Per Week: 35 (Full-Time)

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

Job Duration: Full-Time, Permanent

About the Role

Regardless of their individual specialties, each personal lines team member has one thing in common: a personal responsibility for getting you the answers, support or services you need, when you need them. Our Personal Lines Leisure and Lifestyle team is looking for a Client Manager who will utilize their industry knowledge and expertise to offer front-line counseling to our clients regarding their leisure and lifestyle products. This presents a unique opportunity to join a team that's deeply passionate about everything leisure-related, including watercraft, trailers, classic cars, and more!

What You’ll Do

• Provide exceptional day-to-day customer service to clients across Canada while handling the client file activities to maintain retention targets
• Sales support, quoting and binding new business for Leisure products
• Participation in promotional events geared towards our Leisure and Lifestyle Clientele
• Issue policies and changes on various insurer online portals; maintaining professional and collaborative relationships with key underwriters
• Review and process renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience
• Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
• Stay up to date with insurer partner products, offerings, and market intelligence

What You Bring

• RIBO License (Registered Insurance Brokers of Ontario) or AB level 2 in good standing with willingness to obtain their RIBO level 2 along with other provincial licences.
• Typically, more than 3 years of industry and/or personal lines experience – preferably with broad market experience in leisure and lifestyle products such as watercraft, trailers, classic cars, and recreational vehicles (Hagerty, Aviva Elite, Intact Coast, April Marine)
• Proven experience working managing a high volume of clients (alpha split and/or one & done)
• 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 drive strong customer retention by providing a world class customer experience
• Exceptional quotation skills for cross-selling, upselling and remarketing
• 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
• Ability to multi-task in a fast-paced & demanding environment while keeping customer service a priority
• 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 visit https://nfp.ca.

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• 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.

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