Insurance Account Manager, Small Enterprise Business

National Financial Partners Corp.

Insurance Account Manager, Small Enterprise Business Business Line: Commercial, Small Market Enterprise In-Office Requirements: In Office full-time, during training / Hybrid environment post-training period Job Duration: Full-Time, Permanent About the Role Small Enterprise Businesses (SME) are an integral part of local economies that help to create a network of financial interconnection that fosters broad-based prosperity. NFP’s SME business division is there to help guide and counsel local organizations of all kinds to stay safe and on track. As these businesses evolve and grow, our team of experts that see trends, anticipate emerging challenges and curate the solutions needed – make all the difference. We’re looking for a Small Market Account Manager to service incoming new business requests while developing and maintaining relationships with both client and carrier representatives.

The successful candidate will also oversee the renewal process of the existing business. What You’ll Do Work closely with clients to deliver extraordinary value by identifying exposures, determining the appropriate solution and advising the client as to why the solution is the best fit Network within the local community by attending industry events, training, etc. Provide professional and prompt customer service including phone and email on new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, endorsements, cancellations, etc. Be the lead in maintaining positive, long-term relationships with the clients, insurance carrier representatives and NFP staff.

Record all transactions accurately and in compliance with existing policies and procedures Alberta General Level 2 is required CAIB, CIP, CRM or FCIP designations would be considered an asset Typically, more than 2 years of industry and product line experience – servicing, broking or underwriting Extensive experience in the placement of multi-line coverage on SME to Mid-Market accounts Confident, poised, and interactive – when client-facing communicates effectively, demonstrates emotional intelligence, and understands how to tailor responses in a variety of dynamic situations Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions Possess strong analytical and problem-solving skills Excellent organizational skills with the ability to adjust to changing workload and priorities Sharp attention to detail with excellent decision-making skills Excellent computer skills are expected and EPIC fluency is considered an asset Proficiency with Microsoft Office suite products – specifically Word, Excel and Outlook Who We Are We’re NFP, 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 6,000 employees with global capabilities. As an organization, we care about giving back to the community. We contribute to different organizations, including Children’s Cancer Society, GenHERation, Year Up, and many more.

We’ve become one of the largest insurance brokerage, consulting, and wealth management firms by building enduring relationships with our clients and helping them realize their goals. NFP is the 2 nd largest retirement aggregator firm (Investment News), 5 th largest benefits broker by global revenue (Business Insurance), 10 th largest property and casualty agency (Insurance Journal), and 12 th largest global insurance broker (Best’s Review). 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. 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.

We understand that more people mean more experience, more expertise, more diversity of thought and more opportunities to understand the world we share together. By embracing organic collaboration and innovation, we are able to integrate an array of ideas and perspectives to continuously refine what we do and how we do it. 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. 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.


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