Concierge Account Manager, Personal Insurance

CONCI011676_11 Business Line: Retail Personal Lines Hours Per Week: 35 (Full-Time) Location: Ontario – Any, Hybrid ( Job Duration: Full-Time, Permanent About The Role 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 an experienced Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our Concierge clients about their personal insurance coverage. Concierge Service is a small, dedicated team of brokers who offer a unique value proposition to NFP VIP Clients including: Clients with multiple lines of business with NFP, emerging wealth clients and NFP Employee Files What You’ll Do

• Provide exceptional “One Stop Shop” customer service to clients including sales, service, and retention efforts to this group of clients
• Collaborate with our PCG, Commercial, and other lines of business teams to offer an exceptional experience with NFP clients
• 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. AB General 1 and other provincial license's would be considered an asset
• Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)
• Typically, more than 5 years of personal lines experience
• Proven experience working and managing a high volume of clients
• Excellent computer skills 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
• Ability to communicate clearly and explain complex concepts

Who We Are NFP is a leading insurance brokerage that provides property and casualty, group benefits, retirement and individual solutions through our licensed subsidiaries and affiliates. We’re a 6x Best Places to Work award winner in Insurance, a 5-Star Brokerage award winner from Insurance Business Canada Magazine, and a recognized Elite Agency award winner. We enable client success through the expertise of over 1000 employees based in Canada and more than 6,900 employees with over 310 offices globally. Since 2021, NFP has been responsible for bringing more than four billion dollars ($4,000,000,000) in premium to the P&C Market. 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. To learn more, please visit 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.

• 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

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. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country. 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.