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Client Manager - Personal Insurance Full-time Job

6 months ago Financial Services Toronto   269 views
Job Details

Essential Duties and Responsibilities:

    • Provides expert advice, recommendations and counselling to clients about their personal insurance coverage geared to their unique needs and exposures
    • Conducts needs assessment to offer customized solutions to clients
    • Completes proactive contact with clients at each renewal to develop strong relationships and strengthen the NFP brand
    • Provides exceptional day-to-day service to clients and handling the client file activities to maintain retention targets
    • Contributes to premium growth targets by cross-selling other lines and upselling appropriate coverages
    • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
    • Maintains professional and collaborative relationships with key underwriters
    • Resolves any concerns or complaints with your personable and professional demeanour by leveraging product and service knowledge based on clients’ needs
    • Reviews and processes renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience
    • Issuing policies and changes on various insurer online portals
    • Initiating and providing guidance in the claims process to provide peace of mind to clients and assist in recovering their assets
    • Represents the brokerage at industry functions where required
    • Keep current on industry changes, underwriting rules and workflow processes
    • Actively participate in training initiatives

Knowledge, Skills, and/or Abilities:

    • Strong customer service skills in order to maintain long-term growth and retention
    • Strong Quotation skills for new business, cross-selling, upselling and remarketing to ensure clients’ needs are consistently met or exceeded
    • Self-starter with strong negotiation skills
    • Excellent organizational, planning and prioritizing skills
    • Adaptable to change
    • Proficient in the Microsoft Office suite, experience in EPIC and industry software and rating engines
    • A talent for listening, establishing trust and is dedicated to crafting solutions for clients
    • Strong oral and written communications skills
    • Detail and goal-oriented, highly motivated and resourceful to achieve results
    • Solid team player—ability to adapt to and collaborate with various team members and individuals
    • Positive attitude with a strong work ethic

Education and/or Experience:

    • Post-secondary education or related job experience is preferred
    • Registered Insurance Broker of Ontario (RIBO) license in good standing required
    • Minimum 2 years of Personal Insurance experience
    • Major Market experience
    • Excellent computer skills expected and EPIC fluency an asset

Excellent benefits are offered: competitive salary, group health and dental benefits, flexible leave days, group RRSP, social events, continuing education, etc.

Applicants must be permanently eligible to work in Canada upon hire.

NFP is committed to an inclusive, equitable and accessible workplace. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Company Description
NFP is a leading insurance broker and consultant that provides employee benefits, property and casualty, retirement and individual private client solutions through our licensed subsidiaries and affiliates. 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.
NFP has more than 5,400 employees and global capabilities. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs. We've become one of the largest insurance brokerage, consulting and wealth management firms by building enduring relationships with our clients and helping them realize their goals.