Insurance Account Manager, Private Client​/High Net Worth

Business Line:
Personal Lines, High Net Worth/VIP

Hours Per Week: 35 (Full-Time)

Location: Ontario - ()

Job Duration: Permanent, Current Vacancy

Wage Transparency: The base salary range for this position is $70,000 to $85,000. 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

At NFP, we believe in building strong personal relationships based on trust, transparency, and open communication. Our leaders inspire their teams to band together and create an environment driven by collaboration and exceptional client service. We’re looking for an experienced Private Client Insurance Broker/Client Manager to attract, build and retain strong relationships with our VIP/high-net-worth clients by providing superior service and tailoring recommendations that fit the needs of successful and accomplished individuals and families.

• Deliver extraordinary value to our clients by identifying exposures, determining the appropriate solutions to those exposures, and advising the customer on why the solutions are the best fit for them.
• Work with backend service team in preparation of applications, specifications, and marketing strategy for new business as well as the renewals of an assigned book of business assisting with insurer portal transactions as required
• Provide professional and prompt client service for new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, etc.
• 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 the assigned portfolio
• 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
• Achieve new business targets and generate revenue growth opportunities by identifying needs for additional lines of coverage, cross-selling internally to other P&C lines, Group Benefits, and Wealth Management departments, and generating referrals for new opportunities.
• Be the lead in maintaining positive, long-term relationships with the clients, insurance carrier representatives, and NFP staff.

• RIBO and/or Alberta General 1 Required
• Typically, more than 5 years of directly related industry and product line experience
• Experience with Private Client/VIP coverage with increased special limits is a must (High-value home & auto, fine art, personal marine craft, etc.)
• Sound knowledge of industry trends as well as PCG carrier products and services (i.e., Chubb Insurance, Intact Prestige, Aviva Ovation, Unica Live Easy, Northbridge Onyx, etc.)
• Professional communication and interpersonal skills demonstrating business intelligence
• Positive and passionate attitude towards client satisfaction and business achievements
• High-level of organization with the ability to prioritize multiple tasks to meet deadlines
• Strong analytical and problem-solving skills
• Sharp attention to detail
• High tolerance for ambiguity; flexibility and adaptability to changing priorities, deadlines, and technology.
• Excellent computer skills are expected and EPIC fluency is an asset
• Currently holding or working towards professional insurance designation such as CAIB, CIP, CRM, etc.

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 WORK
180 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…