Client Manager

Description:

• Provides expert advice, recommendations and counselling to clients about their personal insurance coverage geared to their unique needs and exposures
• Conducts needs assessment to offer customized solutions to clients
• Completes proactive contact with clients at each renewal to develop strong relationships and strengthen the NFP Brand
• Provides exceptional day-to-day service to clients and handling the client file activities to maintain retention targets
• Contributes to premium growth targets by cross-selling other lines and upselling appropriate coverages
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
• Maintains professional and collaborative relationships with key underwriters
• Resolves any concerns or complaints with your personable and professional demeanour by leveraging product and service knowledge based on clients’ needs
• Reviews and processes renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience
• Issuing policies and changes on various insurer online portals
• Initiating and providing guidance in the claims process to provide peace of mind to clients and assist in recovering their assets
• Represents the brokerage at industry functions where required
• Keep current on industry changes, underwriting rules and workflow processes
• Actively participate in training initiatives