Sr. Client Manager, Private Client / Concierge - Military Veterans

NFP Corp

Business Line: Private Client / High-Net Worth

Hours Per Week: 35 (Full-Time)

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

Job Duration: Full-Time, Permanent

About the Role

The primary role of the Senior Client Manager is to attract, retain and build strong relationships with our Private Clients by providing superior service and tailoring recommendations that fit the needs of successful and accomplished individuals and families. The ideal candidate is a seasoned professional with at least 10 years of P&C or VIP personal insurance experience with a proven record of accomplishment.

What You’ll Do

• Service and proactively manage your assigned clients’ personal insurance portfolio’s inclusive of renewals, mid-term changes, cancellations and claims in accordance with company service/quality standards
• Complete pre-renewals calls for all assigned clients 30-45 days in advance of homeowners renewal to build rapport and understanding of their insurance needs and subsequently build a comprehensive insurance plan that fits these identified needs
• Handle incoming/outgoing calls and email requests from clients in a timely manner
• Assist with insurer portal transactions to complete endorsement and renewal activities
• Manage accounts receivables and follow-up activity 
• Manage and build relationships with assigned Centre’s of Influence (i.e. wealth management firms, art appraisers, real estate firms, etc.) and their client base to grow assigned portfolio 
• Request referrals from clients, business associates and other departments to ensure consistent pipeline of new clients are added to assigned portfolio 
• Achieve new business and growth targets through new business and cross sell of existing clients
• Attend industry and carrier training sessions to ensure well versed in new products and services available
• Function as first line underwriters, qualifying, maintaining and promoting sound quality business
• Maintain professional business relationships with industry partners

What You Bring

• Active RIBO license (other provincial licenses and designations would be an asset)

• At least 10 years of P&C and or VIP personal insurance experience is desired
• Minimum of 5 - 7 years’ experience especially with high-end carries such as Chubb Insurance, Aviva Ovation, Unica Live Easy, Northbridge Onyx and Intact Prestige
• Excellent computer skills expected EPIC fluency an asset
• 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
• Excellent organizational, planning and prioritizing skills
• Adaptable to change
• A talent for listening, establishing trust and is dedicated to crafting solutions for clients
• Strong oral and written communications skills including presentation skills
• Detail and goal oriented, highly motivated and resourceful to achieve results
• Positive attitude with a strong work ethic

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https://nfp.ca/private-client-resources/personal-insurance

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.