Associate Client Manager, Private Client Group (VIP)

at  NFP Corp

Business Line: Private, Client Group
Hours Per Week: 35 (Full-Time)
Location: Alberta – Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)
Job Duration: Full-Time, Permanent

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.

ABOUT THE ROLE

We’re looking for an Associate 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.

WHAT YOU’LL DO

• Deliver extraordinary value to our clients by identifying exposures, determining the appropriate solutions to those exposures and advising the customer of 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 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.