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

at  NFP Corp

Montréal, QC, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Nov, 2024Not Specified22 Aug, 2024N/AGood communication skillsNoNo
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Description:

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

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/.

Responsibilities:

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


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Sales

Graduate

Proficient

1

Montréal, QC, Canada