Client Manager, Private Client Concierge Group

Business Line:
Private Client Group / High Net Worth

Hours Per Week: 35 (Full-Time)

Location: Newmarket, Sudbury, London, Windsor & Uxbridge – Hybrid Setting ()

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

Wage Transparency: The base salary range for this position is $65,000 to $75,000. 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.

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 an experienced Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our Concierge clients about their personal insurance coverage. Concierge Service is a small, dedicated team of brokers who offer a unique value proposition to NFP VIP Clients including:

• Clients with multiple lines of business with NFP
• Emerging wealth clients
• NFP Employee Files

• Provide exceptional “One Stop Shop” customer service to clients including sales, service, and retention efforts to this group of clients.
• Collaborate with our PCG, Commercial, and other lines of business teams to offer an exceptional experience with NFP clients.
• Contribute 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

• Active RIBO is required, additional provincial licensing would be an asset
• Typically, more than 5 years of personal lines experience.
• Proven experience working managing a high volume of clients
• 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
• Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)

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 WORK
180 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

NFP’s People First 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…