Client Manager, Specialty Risk, Personal Lines

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

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

Job Duration: Full-Time, Permanent

Wage 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 Role

We’re looking for a sales focused 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. This specific role requires knowledge of rural property exposures and Hobby Farm risks in addition to finding coverage solutions for difficult to place property risks.

What You’ll Do

• Sales for Rural Properties and Hobby Farms. Commercial farm knowledge is not required.
• 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.
• Contribute 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 asset.
• Typically, more than 3 years of industry and/or personal lines experience – preferably with broad market portal experience (Aviva, Economical, Intact, etc.).
• Knowledge of Mutual Markets is an asset.
• 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 are 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.
• The 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.).

What’s In It For You

• 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.

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