Business Line: Personal Lines
Hours Per Week: 35 (Full-Time)
Location: Alberta – Any, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)
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 a Retention Focused Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our clients about their personal insurance coverage.
What You’ll Do
- Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
- Respond to company‑initiated non‑renewals and rewrites while keeping the client’s needs and overall experience as the top priority.
- Quote and process remarkets, while also reviewing renewals and mid‑term changes to ensure accuracy and a positive client experience.
- Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
- Opportunity to work on “Special Projects” as they arise based on business needs
- Stay up to date with insurer partner products, offerings, and market intelligence
What You Bring
- AB Gen 1 is required, additional licensing would be considered an asset
- Typically, more than 3 years of personal lines experience – preferably with broad market portal experience including mutuals markets
- Proven experience working managing a high volume of clients
- Previous experience in a Contact Centre environment is an asset
- 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 in both official languages (French and English) is an asset
- Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)
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.
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.
