Client Retention Jobs in Calgary, AB (NOW HIRING)

Business Line: Small-Market Commercial Lines

Hours Per Week: 35 (Full-Time)

Location: Alberta – Hybrid environment

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 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 Commercial Lines Account Manager to service in-coming new business requests while developing and maintaining relationships with both client and carrier representatives. The successful CM will also work with backend service teams and oversee the renewal process of 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
• Develop marketing specifications and remarketing strategies for renewals of an assigned book of business
• 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.

What You Bring

• AB licensing is required, additional licenses would be considered an asset
• Typically, more than 2 years of commercial insurance and product line experience – servicing, broking or underwriting
• Experience in the placement of various lines of 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 expected and EPIC fluency an asset
• Proficiency with Microsoft Office suite products – specifically Word, Excel and Outlook

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 visithttps://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.

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