Insurance Account Coordinator, SME
Top Benefits
About the role
INSUR014187_2
Business Line: Small Market Commercial 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 This role provides daily assistance to Client Managers in the execution of standard account management practices. Must be able to efficiently and accurately execute SME processes that provide Client Managers quality support in delivering service standards to the client. Strong computer skills along with effective verbal, written, and electronic communications are required. Able to perform within a team environment, building strong relationships including with external underwriting partners.
What You’ll Do
- Develop remarket carrier submissions including applications, carrier supplemental applications, reports including loss run and MVRs. Direct customer correspondence may be required to compile all necessary data
- Manage the manual renewal process as directed by the Client Manager, including pre-renewal work, billing, invoicing, and premium financing
- Manage portfolio transfer application in line with carrier requirements and as directed by the Portfolio Lead
- Communicate with customer, verbal and written, on underwriting requests such as gathering information
- Create proposal documents and identify critical coverage gaps to present to client manager
- Establish and maintain effective working relationships with leadership, peers, and stakeholders
- Assist with special projects as required
- This is an evolving role, and other duties may be expanded upon in line with the same skill sets
What You Bring
- Active RIBO licence (other provincial designations would be considered an asset)
- 2-3 years of P&C insurance experience is necessary
- Knowledge of Applied/EPIC, Policyworks, Microsoft suite
- Good written and verbal communication skills
- Excellent relationship building abilities
- Technical proficiency, ability to quickly learn new programs and procedures
- Attention to detail
- Willingness and flexibility to adjust to and conform with varying schedules
- Able to coordinate resources and responsibilities
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.
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 https://nfp.ca/.
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.
About NFP, an Aon company (Canada)
NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges.
The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 1,000 colleagues in Canada and 7,700 globally.
We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.
Insurance Account Coordinator, SME
Top Benefits
About the role
INSUR014187_2
Business Line: Small Market Commercial 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 This role provides daily assistance to Client Managers in the execution of standard account management practices. Must be able to efficiently and accurately execute SME processes that provide Client Managers quality support in delivering service standards to the client. Strong computer skills along with effective verbal, written, and electronic communications are required. Able to perform within a team environment, building strong relationships including with external underwriting partners.
What You’ll Do
- Develop remarket carrier submissions including applications, carrier supplemental applications, reports including loss run and MVRs. Direct customer correspondence may be required to compile all necessary data
- Manage the manual renewal process as directed by the Client Manager, including pre-renewal work, billing, invoicing, and premium financing
- Manage portfolio transfer application in line with carrier requirements and as directed by the Portfolio Lead
- Communicate with customer, verbal and written, on underwriting requests such as gathering information
- Create proposal documents and identify critical coverage gaps to present to client manager
- Establish and maintain effective working relationships with leadership, peers, and stakeholders
- Assist with special projects as required
- This is an evolving role, and other duties may be expanded upon in line with the same skill sets
What You Bring
- Active RIBO licence (other provincial designations would be considered an asset)
- 2-3 years of P&C insurance experience is necessary
- Knowledge of Applied/EPIC, Policyworks, Microsoft suite
- Good written and verbal communication skills
- Excellent relationship building abilities
- Technical proficiency, ability to quickly learn new programs and procedures
- Attention to detail
- Willingness and flexibility to adjust to and conform with varying schedules
- Able to coordinate resources and responsibilities
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.
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 https://nfp.ca/.
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.
About NFP, an Aon company (Canada)
NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges.
The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 1,000 colleagues in Canada and 7,700 globally.
We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.