Client Manager, Private Client Concierge Group

Job summary

Provide exceptional one-stop-shop customer service, sales, and retention efforts for high-net-worth concierge clients. Collaborate with internal business lines to drive premium growth through upselling and referring business.

Job details

Posting Description Business Line: Private Client Group / High Net Worth Hours Per Week: 35 (Full-Time) Location: Newmarket, Sudbury, London, Windsor & Uxbridge – Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office) Job Details: Full-Time, Permanent Position, Current Vacancy Wage Transparency: The base salary range for this position is $65,000 to $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. 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. About 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 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 Active RIBO is required, additional provincial licensing would be an asset Typically, more than 5 years of personal lines experience. Proven experience working 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 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. 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 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. Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position. #NFPCANADA 2587735

What you’ll do

Provide exceptional one-stop-shop customer service, sales, and retention efforts for high-net-worth concierge clients. Collaborate with internal business lines to drive premium growth through upselling and referring business.

Requirements

Requires an active RIBO license and typically more than 5 years of personal lines insurance experience. Candidates should possess strong communication skills and proficiency in broker management systems like EPIC or ARS.

Benefits

• Annual Bonus Plan • Matching RRSP Plan (5%) • Referral Commission Plan • Health Care Spending Account • Continuing Education Support • License Fee Reimbursement • Professional Membership Dues Reimbursement

Listed skills

• written communication · Preferred
• Multi-Tasking · Preferred
• Upselling · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Insurance
• Client Relationship Management
• Cross-selling
• Upselling
• Remarketing
• Customer Retention
• EPIC
• ARS
• RIBO Licensing
• Oral Communication
• Written Communication
• Multi-tasking
• Quotation Skills
• Broker Management Systems

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Management & Leadership