Client Executive, Private Client Group (VIP)

INSUR011965_3

Business Line: Private Client Group / High-Net Worth

Hours Per Week: 35 (Full-Time)

Location: Ancaster, Newmarket, Toronto, Mississauga – Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

The Role at NFP

We’re growing our Private Client Sales team in Ontario. We are looking for a Client Executive to leverage their industry knowledge and provide a best-in-class client experience through offering customized solutions that will protect, comfort and recover, providing peace of mind to new and existing clients.

What You’ll Be Doing

• Providing expert advice, recommendations and counselling to prospects about their personal insurance coverage geared to their unique needs and exposures
• Meeting and/or exceeding individual sales targets as well as department goals
• Preparing documentation for prospects: complete applications for, issue insurance certificates, and set application for processing by internal or external keying team
• Maintaining professional and collaborative relationships with key underwriters
• Resolving any concerns or complaints with a professional demeanour by leveraging product and service knowledge
• Quoting new prospects using Applied Rating Services or Company Portals
• Representing the brokerage at industry functions when required
• Keeping current on industry changes, underwriting rules and workflow processes
• Actively participate in training initiatives
  
  
  

What You Bring

• RIBO License in good standing 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 expected and EPIC fluency an asset
• Currently holding or working towards professional insurance designation 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.

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 CIBC Run for the Cure, Autism Speaks, KRG Children's Charitable Foundation 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.