Insurance Account Manager, Private Client / High Net Worth

Overview

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Business Line : Personal Lines, High Net Worth / VIP

Hours Per Week : 35 (Full-Time)

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

Job Duration : Permanent, 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 : At NFP, we believe in building strong personal relationships based on trust, transparency, and open communication. Our leaders inspire their teams to band together and create an environment driven by collaboration and exceptional client service. We’re looking for an experienced Private Client Insurance Broker / Client Manager to attract, build and retain strong relationships with our VIP / high-net-worth clients by providing superior service and tailoring recommendations that fit the needs of successful and accomplished individuals and families.

What You’ll Do

• Deliver extraordinary value to our clients by identifying exposures, determining the appropriate solutions to those exposures, and advising the customer on why the solutions are the best fit for them
• Work with backend service team in preparation of applications, specifications, and marketing strategy for new business as well as the renewals of an assigned book of business assisting with insurer portal transactions as required
• Provide professional and prompt client service for new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, etc
• 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 the assigned portfolio
• 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
• Achieve new business targets and generate revenue growth opportunities by identifying needs for additional lines of coverage, cross-selling internally to other P&C lines, Group Benefits, and Wealth Management departments, and generating referrals for new opportunities
• Be the lead in maintaining positive, long-term relationships with the clients, insurance carrier representatives, and NFP staff

What You Bring

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 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.

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. 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.

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

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