Insurance Account Manager, Personal Lines Service
Join to apply for the Insurance Account Manager, Personal Lines Service role at NFP, an Aon company (Canada)
Overview
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. 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 Do
- Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
- Issue policies and changes on various insurer online portals; maintain 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) in good standing required; AB Gen 1 or another provincial license an assetTypically, more than 3 years of industry and / or personal lines experience – preferably with broad market portal experience (Aviva, Economical, Intact, etc.)Proven experience managing a high volume of clients (alpha split and / or one & done)Previous experience in a Contact Centre environment is an assetExcellent computer skills 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 priorityAbility to communicate clearly in both official languages (French and English) is an assetProfessional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)Who We Are
NFP is a leading insurance brokerage that provides property and casualty, group benefits, retirement and individual solutions through our licensed subsidiaries and affiliates. We’re a 6x Best Places to Work award winner in Insurance, a 5-Star Brokerage award winner from Insurance Business Canada Magazine, and a recognized Elite Agency award winner. We enable client success through the expertise of over 1000 employees based in Canada and more than 6,900 employees with over 310 offices globally. Since 2021, NFP has been responsible for bringing more than four billion dollars ($4,000,000,000) in premium to the P&C Market. Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space. To learn more, please visit https : / / nfp.ca / .
What’s In It For You
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 collaborationAccommodations are available on request for candidates taking part in all aspects of the selection process.
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