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
Requirements:
• Must possess a valid RIBO license; other licenses a plus
• Minimum 10...