Account Manager, Group Retirement / Gestionnaire de Compte Épargne-retraite

SRCON011975_2

Business Line: Group Retirement

Hours Per Week: 35 (Full-Time)

Location: Ontario and Quebec – Any, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About The Role

We’re looking for an Account Manager who will join as a key member of the group retirement team. The successful candidate will work autonomously and in collaboration with consultants and analysts to service the retirement block of the business. This includes liaising with other internal, client & carrier stakeholders.

What You’ll Do

• Assist with scheduling and content creation of retirement plan governance reviews
• Assist with creation of investment reviews and market updates
• Assist in the implementation and amendments of programs with the insurance carrier on behalf of the client;
• Prepare for and participate in employee presentations, meetings and benefit fairs
• Provide ongoing support to Plan Administrators as it relates to the administration of their retirement plan
• Generate revenue growth opportunities by identifying needs for additional lines of coverage, cross-selling to P&C lines and Wealth Management departments
  
  
  

What You Bring

• LLQP (Life License Qualification Program) is an asset
• Completion of AMF examinations (Quebec) an asset
• Bilingual
• Investment Knowledge an asset
• Typically, 4+ in the group insurance industry specifically in group retirement services
• Strong oral and written communication skills, including business writing skills
• Exceptional attention to detail including strong organizational skills and the ability to prioritize/manage workload under pressure with tight deadlines
• Ability to work autonomously but also able to collaborate well with team
• Strong decision-making, problem-solving and analytical skills
• Strong working knowledge of Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)
  
  
  

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.

Since 2021, NFP has been responsible for bringing more than four billion dollars ($4,000,000,000) in premium to the P&C Market.

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.

Secteur d’activité : Épargne-retraite collective

Nombre d’heures par semaine : 35 (temps plein)

Lieu : Ontario et Québec, – Tout, Hybride (https://www.nfp.ca/about-nfp/find-an-office)

Durée de l’emploi : Temps plein, permanent

À propos du poste

Nous recherchons un·e gestionnaire de compte qui sera un·e membre clé de l’équipe d’épargne-retraite collective. Le candidat ou la candidate retenu·e travaillera de manière autonome et en collaboration avec des consultants et des analystes pour gérer le secteur d’épargne-retraite de l’entreprise. Il s’agit notamment d’assurer la liaison avec d’autres parties prenantes : internes, clients et assureurs.

Ce que vous ferez

• Participer à la planification et à la création du contenu des examens de la gouvernance des régimes d’épargne-retraite
• Aider à la mise en place d’évaluations des investissements et de mises à jour du marché
• Aider dans la mise en œuvre et les modifications des programme