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