Client Manager, Personal Insurance

NFP Corp • Sudbury, ON

7d • CA$50,000 - CA$70,000 • Hybrid

About The Position

NFP is seeking a Client Manager for its Personal Lines Insurance business. The Client Manager uses industry knowledge and expertise to provide front-line guidance to clients about personal insurance coverage suited to their individual needs and exposures. The role provides day-to-day client service, manages client file activities and supports retention and premium growth targets. It also involves processing policies and coverage changes, working with insurer partners, and keeping current on products and market information.

This is a full-time, permanent position with a 35-hour work week, based in Ontario in a hybrid setting. The base salary range is $50,000 to $70,000, with the offered salary determined by factors including experience, credentials, education, certifications, skills, scope, and geographic location. The position may also be eligible for performance-based incentives.

NFP describes itself as a people-first organization of consultative advisors and problem solvers, with more than 300 offices across Canada, the U.K., and the U.S. It supports employee development, inclusion, well-being, and community involvement. Accommodation is available on request during all aspects of the selection process. A.I. is not being used to screen, assess, or select applicants.

Requirements

• RIBO (Registered Insurance Brokers of Ontario) licence in good standing.
• Typically, more than 3 years of industry and/or personal lines experience; broad market portal experience is preferred.
• Proven experience managing a high volume of clients, such as an alpha split and/or one-and-done model.
• Excellent computer skills, including fluency in broker management systems.
• Ability to drive strong customer retention by providing a high-quality 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 in person and virtually.
• Strong oral and written communication skills.
• Ability to multitask in a fast-paced, demanding environment while prioritizing customer service.

Nice To Haves

• Previous experience in a Contact Centre environment.
• Broad market portal experience, including portals such as Aviva, Economical, and Intact.
• Fluency in EPIC and ARS broker management systems.
• Ability to communicate clearly and explain complex concepts in both French and English.
• Professional insurance designation, such as CAIB, CIP, or CRM.

Responsibilities

• Provide exceptional day-to-day customer service to clients and handle client file activities to maintain retention targets.
• Issue policies and changes through insurer online portals and maintain professional, collaborative relationships with key underwriters.
• Review and process renewals, endorsements, and midterm changes; rewrite or remarket coverage when necessary to enhance the client experience.
• Contribute to premium growth targets by upselling appropriate coverage and referring business to other lines where applicable.
• Stay up to date with insurer partner products, offerings, and market intelligence.

Benefits

• Annual bonus plan for all employees.
• Matching RRSP plan of 5% of salary.
• Referral Commission Plan.
• Benefits plan including a Health Care Spending Account starting on the first day of employment.
• Full support for continuing education and internal opportunities to grow as an insurance professional and advance a career.
• Reimbursement of licence fees and professional membership dues.
• Hybrid work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed