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Added 9 mins ago
RB
Financial Security Advisor, Insurance
Royal Bank of Canada
Blainville, QC · Boucherville, QC · Brossard, QC · Drummondville, QC · Gatineau, QC · Laval, QC · Levis, QC · Longueuil, QC · Mascouche, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Saint-Constant, QC · Saint-Jérôme, QC · Salaberry-de-Valleyfield, QC · Trois-Rivières, QC · Westmount, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 9 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Arnprior, ON · Carleton Place, ON · Cornwall, ON · Kingston, ON · Ottawa, ON · Pembroke, ON
- Full-time
Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
Added 9 mins ago
RB
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- Full-time
…and business teams to deliver robust solutions in a dynamic financial services environment focused heavily on data integrity and…
Added 9 mins ago
RB
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Added 9 mins ago
RB
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- Full-time
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Added 9 mins ago
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Royal Bank of Canada
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- Part-time
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 9 mins ago
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- Part-time
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 9 mins ago
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Royal Bank of Canada
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- Full-time
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Added 23 mins ago
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- Full-time
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Added 54 mins ago
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Added 54 mins ago
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Added 54 mins ago
NA
Client Manager, Personal Insurance
NFP, an Aon company (Canada)
Vaughan, ON
- Full-time
…with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving…
Added 1 hour ago
NA
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NFP, an Aon company (Canada)
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- Full-time
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Added 1 hour ago
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- Full-time
Added 1 hour ago
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- Contract
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Insight Global
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Added 1 hour ago
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Toronto, ON
- Full-time
Reporting to the Senior Manager, Finance, the Accountant is responsible for preparing the timely recording and reconciliation of monthly bank, balance sheet entries and schedules. In…
Added 1 hour ago
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Vancouver, BC
- Full-time
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Added 1 hour ago
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- Full-time
The Finance Specialist supports financial planning, reporting, forecasting, and business decision-making through the analysis of financial and operational data. This role partners with…
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NFP Corp

Client Manager, Personal Insurance

Hamilton, ON, Canada
London, ON, Canada
Markdale, ON, Canada
125 Commerce Valley Dr W, Markham, ON, L3T 7W4, Canada
Mississauga, ON, Canada
Oshawa, ON, Canada
Ottawa, ON, Canada
Sudbury, ON, Canada
Timmins, ON, Canada
Windsor, ON, Canada

Wage Transparency: The base salary range for this position is $50,000 to $70,000. · Full-time

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Job details

Pay: Wage Transparency: The base salary range for this position is $50,000 to $70,000.
Job type: Full-time
Apply by: Nov 1, 2027
Experience: Typically, more than 3 years of industry and/or personal lines experience – preferably with broad market portal experience (Aviva, Economical, Intact, etc.)
Posting language: English
Posted: Nov 2, 2026

Original job description

Posting Description

Business Line: Personal Lines Insurance

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any Location, Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Details: Full-Time, Permanent Position, Current Vacancy

Wage Transparency: The base salary range for this position is $50,000 to $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

About the Role

Regardless of their individual specialties, each personal lines team member has one thing in common: a personal responsibility for getting you the answers, support or services you need, when you need them. We’re looking for a Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our clients about their personal insurance coverage that is geared to their unique needs and exposures.

What You’ll Do

Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
Issue policies and changes on various insurer online portals; maintaining professional and collaborative relationships with key underwriters
Review and process renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience
Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
Stay up to date with insurer partner products, offerings, and market intelligence

What You Bring

RIBO (Registered Insurance Brokers of Ontario) in good standing required
Typically, more than 3 years of industry and/or personal lines experience – preferably with broad market portal experience (Aviva, Economical, Intact, etc.)
Proven experience working managing a high volume of clients (alpha split and/or one & done)
Previous experience in a Contact Centre environment is an asset
Excellent computer skills expected including fluency in Broker management systems – EPIC & ARS fluency are an asset
Ability to drive strong customer retention by providing a world class customer experience
Exceptional quotation skills for cross-selling, upselling and remarketing
Ability to quickly learn the NFP business model and value proposition
Ability to work collaboratively with others, both in person and virtually
Strong oral and written communications skills
Ability to multi-task in a fast-paced & demanding environment while keeping customer service a priority
Ability to communicate clearly and explain complex concepts in both official languages (French and English) is an asset
Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)

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.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. 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.

A hybrid environment approach that keeps the best interests of our staff and our clients in mind
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.

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. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. 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.

Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.

#NFPCANADALI-JS3

#NFP

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More about this job

Responsibilities

Provide front-line advice to personal insurance clients, manage client files, and deliver day-to-day service that supports retention. Process policies, renewals, endorsements, and midterm changes; remarket coverage when appropriate, identify cross-selling and upselling opportunities, and maintain relationships with insurer underwriters.

Requirements

A RIBO license in good standing and typically more than three years of industry or personal lines experience are required, along with experience managing a high volume of clients. Candidates should have strong customer service, quotation, communication, and computer skills; familiarity with insurer portals and broker management systems is expected, while EPIC/ARS experience, French-English communication, and a professional insurance designation are assets.

Skills

Personal Insurance
Customer Service
Policy Administration
Renewals Processing
Endorsements
Midterm Changes
Cross-Selling
Upselling
Remarketing
Quotation
Client Retention
Insurance Portals
Broker Management Systems
Communication
Multitasking

Benefits

Annual Bonus Plan
Matching RRSP Plan
Health Care Spending Account
Continuing Education Support
Career Development Opportunities
License Fee Reimbursement
Hybrid Work Environment

Visa sponsorship

Not detected in the job text

Keywords

Personal Lines Insurance
RIBO
Client Management
Client Retention
Customer Service
Policy Administration
Renewals
Endorsements
Midterm Changes
Remarketing
Cross-Selling
Upselling
Insurance Quotation
Insurer Portals
Aviva
Economical
Intact
Broker Management Systems
EPIC
ARS
Contact Centre
Underwriter Relationships
CAIB
CIP
CRM
Premium Growth

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