Client Manager Personal Insurance

Job Description

Summary:The primary role of the Client Managerto attract, retain and build
strong relationships with our clients by providing superior service and
tailoring recommendations that fit the needs of successful and accomplished
individuals and families. The ideal candidate is self-motivated, proactive, and
client-focused; intent on providing exceptional day-to-day service to maintain
and exceed the reputation and service standards of NFP Canada.

* Provides expert advice, recommendations and counselling to clients about
their personal insurance coverage geared to their unique needs and
* Conducts needs assessment to offer customized solutions to clients
* Completes proactive contact with clients at each renewal to develop
strong relationships and strengthen the Dalton Timmis brand
* Provides exceptional day-to-day service to clients and handling the
client file activities to maintain retention targets
* Contributes to premium growth targets by cross-selling other lines and
upselling appropriate coverages
* Prepare documentation for insurers, complete applications for clients,
issue insurance certificates, process changes and review renewals
* Maintains professional and collaborative relationships with key
* Resolves any concerns or complaints with your personable and professional
demeanour by leveraging product and service knowledge based on clients
* Reviews and processes renewals, endorsements and midterm changes;
rewriting/remarketing where necessary to enhance the client experience
* Issuing policies and changes on various insurer online portals
* Initiating and providing guidance in the claims process to provide peace
of mind to clients and assist in recovering their assets
* Represents the brokerage at industry functions where required
* Keep current on industry changes, underwriting rules and workflow
* Actively participate in training initiatives

* Strong customer service skills in order to maintain long-term growth and
* Strong Quotation skills for new business, cross-selling, upselling and
remarketing to ensure clients needs are consistently met or exceeded
* Self-starter with strong negotiation skills
* Excellent organizational, planning and prioritizing skills
* Adaptable to change
* Proficient in the Microsoft Office suite, experience in EPIC and industry
software and rating engines
* A talent for listening, establishing trust and is dedicated to crafting
solutions for clients
* Strong oral and written communications skills
* Detail and goal-oriented, highly motivated and resourceful to achieve
* Solid team player ability to adapt to and collaborate with various te
members and individuals
* Positive attitude with a strong work ethic

* Post-secondary education or related job experience is preferred
* Registered Insurance Broker of Ontario (RIBO) license in good standing
* Minimum 2 years of Personal Insurance experience
* Major Market experience
* Excellent computer skills expected and EPIC fluency an asset

Excellent benefits are offered: competitive salary, group health and dental
benefits, flexible leave days, group RRSP, social events, continuing education,

Applicants must be permanently eligible to work in Canada upon hire.

NFP is committed to an inclusive, equitable and accessible workplace. We
welcome and encourage applications from people with disabilities.
Accommodations are available on request for candidates taking part in all
aspects of the selection process.
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