Client Manager

Description:

NFP, an Aon company, is one of North America’s leading insurance, wealth management, and benefits organizations, recognized for its PeopleFirst culture and excellence in customer service. With over 300 offices across Canada, the UK, and the US, NFP provides innovative insurance and financial solutions to individuals and businesses worldwide.

They are currently seeking an experienced Client Manager to join their Concierge Team – Personal Lines in Oshawa, Ontario. This hybrid position offers the flexibility of both remote and in-office work while providing an opportunity to manage VIP clients and deliver a high level of personalized insurance service.

As a Client Manager, you’ll play a key role in providing “one-stop” customer service, supporting a portfolio of high-value clients through proactive relationship management, coverage advice, renewals, and retention initiatives. You’ll also collaborate with internal teams to cross-sell and enhance client value through NFP’s comprehensive service offerings.

Key Responsibilities

• Deliver exceptional customer service to Concierge clients through proactive sales, service, and renewal management.

• Provide expert advice on personal insurance coverage and ensure clients receive accurate, timely, and comprehensive support.

• Collaborate with NFP’s Private Client Group and other business lines to deliver seamless, high-value service.

• Contribute to premium growth by identifying cross-selling and upselling opportunities and referring clients to other service lines where appropriate.

• Stay informed about insurer partner products, market trends, and industry developments to provide informed recommendations.

• Maintain detailed records and manage client interactions efficiently using Broker Management Systems (EPIC and ARS preferred).

• Handle a high volume of clients with professionalism, accuracy, and attention to detail.

• Support NFP’s customer retention goals by consistently delivering a world-class experience.

Qualifications and Requirements

• Active RIBO License required (additional provincial licenses are an asset).

• Minimum of 3 years of experience in personal lines insurance, preferably in a client-facing or account management capacity.

• Strong knowledge of personal insurance products and markets.

• Proficiency with Broker Management Systems (EPIC and ARS considered an asset).

• Excellent communication, organization, and customer service skills.

• Strong multitasking abilities in a fast-paced environment.

• Proven experience in cross-selling, upselling, and remarketing insurance products.

• Professional insurance designations such as CAIB, CIP, or CRM are considered an advantage.

• Ability to work both independently and collaboratively with remote and in-office colleagues.

What NFP Offers

• A hybrid work environment that promotes flexibility and work-life balance.

• Annual performance bonus for all employees.

• RRSP matching program (5% of salary) to support long-term financial wellness.

• Generous benefits package including a Health Care Spending Account effective from day one.

• Full reimbursement for license fees and professional memberships.

• Comprehensive continuing education support and internal career growth opportunities.

• A referral commission plan to reward employee contributions to business growth.

• Inclusion in a global network of professionals focused on innovation, collaboration, and client success.

About NFP’s Culture

NFP has earned multiple awards for workplace excellence, diversity, equity, and inclusion, including the 5-Star DEI Award and the WORK180 Employer Endorsement. The company is built on collaboration, innovation, and inclusivity — empowering every team member to thrive and contribute meaningfully.

NFP is deeply involved in community engagement and philanthropy, supporting initiatives such as the Women in Insurance Cancer Crusade (WICC), Food Banks Canada, and Indspire Canada. The company encourages employees to give back through charity drives, fundraising, and volunteerism.

At NFP, employees are not just part of a company — they are part of a community dedicated to making a difference.