Assume a vital role as a Senior Client Manager at NFP, focusing on private clients in a hybrid work environment. Your expertise will enhance client engagement and personal insurance strategies.
This full-time position in Ontario requires over a decade of experience in P&C or VIP personal insurance. Your mission is to service and expand a dedicated client portfolio by understanding and addressing specific insurance needs through tailored consultations and proactive service. You will engage closely with wealth management professionals for portfolio enhancement.
Key Responsibilities: • Lead management of personal insurance client portfolios • Conduct pre-renewal evaluations to identify client needs • Address client communications promptly via phone and email • Execute endorsement and renewal processes via portals • Actively network with Centers of Influence for client growth