Hybrid Client Manager in Personal Insurance (Ontario)

Hybrid Client Manager in Personal Insurance (Ontario)

28 Aug
|
NFP, an Aon company (Canada)
|
Ontario

28 Aug

NFP, an Aon company (Canada)

Ontario

Advance your career with NFP as a Hybrid Client Manager in Personal Insurance, interacting with clients through live chat and email. Your expertise will guide clients to optimal insurance solutions tailored to their unique needs.

In this full-time role located in Oshawa and Hamilton, you will be responsible for managing client files, ensuring retention rates are met while enhancing the client experience. With a background of more than three years in personal insurance, you will leverage your knowledge to process policies and understand market offerings. A collaborative approach and adaptability in communication methods will be essential as you achieve premium growth through strategic upselling.

Key Responsibilities:
• Provide outstanding service to maintain client satisfaction




• Handle policy issuance and changes via digital portals
• Process renewals and midterm changes to enhance experiences
• Upsell suitable insurance coverages and refer to other lines
• Stay informed on insurer offerings and market conditions

Requirements:
• RIBO License in good standing mandatory
• 3+ years in personal lines insurance experience
• Digital communication and contact center experience preferred
• Solid technical skills in broker management systems
• Bilingualism in English and French is an asset

Join NFP to provide world-class insurance service while empowering your professional journey.
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📌 Hybrid Client Manager in Personal Insurance (Ontario)
🏢 NFP, an Aon company (Canada)
📍 Ontario

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