Client Manager, Personal Insurance

NFP Corp • Timmins, ON

8d • CA$55,000 - CA$75,000 • Hybrid

About The Position

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.

Requirements

• RIBO License (Registered Insurance Brokers of Ontario) in good standing required, AB Gen 1 or another provincial license an asset
• Strong In-person communication & presentation skills
• Excellent client relationship management
• Typically, more than 3 years of industry and/or personal lines experience - preferably with broad market portal experience (Aviva, Economical, Intact, etc.)
• 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.)

Nice To Haves

• AB Gen 1 or another provincial license an asset
• Previous experience in a Contact Centre environment is an asset
• EPIC & ARS fluency are an asset
• 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.)

Responsibilities

• Conduct in person client visits and contact centre requests
• 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

Benefits

• 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

What This Job Offers

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