Insurance Account Manager, Personal Lines
$55k - $70k per yearNFP, an Aon company (Canada)
INSUR015344_2Business Line: Personal LinesHours Per Week: 35 (Full-Time)Location: Sudbury & Uxbridge - Hybrid Setting (Possibly 3-4 days in-office for in-person service) ( Duration: Full-Time, PermanentWage Transparency: The base salary range for this position is $55,000 to $70,000. 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 RoleRegardless 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. We’re looking for a Client Manager who will leverage their industry knowledge and expertise to provide front-line counseling to our clients about their personal insurance coverage that is geared to their unique needs and exposures.What You’ll DoConduct in person client visits and contact centre requestsProvide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targetsIssue policies and changes on various insurer online portals; maintain professional and collaborative relationships with key underwritersReview and process renewals, endorsements, and midterm changes; rewriting/remarketing where necessary to enhance the client experienceContributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicableStay up to date with insurer partner products, offerings, and market intelligenceWhat You BringRIBO License (Registered Insurance Brokers of Ontario) in good standing required, AB Gen 1 or another provincial license an assetStrong In-person communication & presentation skillsExcellent client relationship managementTypically, more than 3 years of industry and/or personal lines experience – preferably with broad market portal experience (Aviva, Economical, Intact, etc.)Proven experience working managing a high volume of clients (alpha split and/or one & done)Previous experience in a Contact Centre environment is an assetExcellent computer skills are expected including fluency in Broker management systems – EPIC & ARS fluency are an assetAbility to drive strong customer retention by providing a world-class customer experienceExceptional quotation skills for cross-selling, upselling and remarketingAbility to quickly learn the NFP business model and value propositionAbility to work collaboratively with others, both in person and virtuallyStrong oral and written communications skillsAbility to multi-task in a fast-paced & demanding environment while keeping customer service a priorityThe ability to communicate clearly and explain complex concepts in both official languages (French and English) is an assetProfessional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)Who We AreNFP, 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 In It For YouNFP’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 mindAnnual bonus plan for all employeesMatching RRSP plan of 5% of salaryReferral Commission PlanGenerous benefits plan including Health Care Spending Account starting on the first day of employmentFull support for continuing education & internal opportunities to grow as an insurance professional to advance careerReimbursement of license fees and professional membership duesA global team of industry leaders focused on employee retention, client growth, industry innovation and collaborationOur 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. We contribute to different organizations, including Children’s Cancer Society, GenHERation, Year Up and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.Accommodations are available on request for candidates taking part in all aspects of the selection process.
$50k - $75k per year
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