Sales Administration Manager, Life & Wealth

Business Line: Life & Wealth

Hours Per Week: 35 (Full-Time)

Location: Markham – Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About The Role

We have an immediate need for a Sales Administration Manager, to support the Life & Wealth Team. The successful candidate will be responsible for various sales administration and sales reporting duties.

What You’ll Do

• Manage the account onboarding process for new acquisitions
• Work closely with key partners to lead the process of pursuing key opportunities
• Handle all confidential business matters as assigned, and work independently
• Collaborate with sales enablement at MGAs and carriers to policy reports
• Manage the contracting process from start to finish for new advisors as well as existing advisors switching to different carriers
• Stay up to date with trends and innovations in the life business industry
• Administer producer books of business by consolidating books of business from different producers into existing books
• Managing the integration of contracting/codes of advisors into NFP codes by gathering all of the contracting requirements, working directly with the insurance carriers, and keeping an ongoing list of all active codes for producers
• Gather renewal statements from carriers of potential brokers
• Participate during in-person meetings with the Managing Director and Zoom/Teams meetings
• Support with the development of campaigns and internal library documents on concepts
• Other duties as assigned
• Obtain lists of books of business through carriers
• Provide support for Apexa onboarding
• Oversee lists of all revenue generated from new business (pending and settled) and referrals (physicians and internal)
• Stay up to date on external and internal developments to identify new market segments

What You Bring

• Strong Microsoft Excel and PowerPoint skills
• You must have an active LLQP
• Flexible working arrangement, however, the ability to travel outside of Ontario is preferred
• Thoughtful process of analyzing data and problem-solving to reach a well-reasoned solution
• Facilitation and Leadership skills
• Exceedingly well-organized, flexible, and strong organizational skills
• Commanding presentation and public speaking abilities
• Bachelor’s degree (or equivalent) or above, with relevant related experience in life contracting and sales operations
• Expert-level communication skills and strong decision-making ability are essential
• Strong ability to establish and maintain ongoing relationships with potential clients with a common goal of increasing the company’s share of insurance solutions
• Understanding of the Life Insurance industry in order to make sound business decisions
• Ability to create new business for enablement team leveraging industry knowledge and Relationship
• Effective time management and decision-making skills
• Ability to express ideas clearly in both written and oral communications
• Insurance industry knowledge
• Must have the ability to interact diplomatically and professionally, while maintaining the highest level of confidentiality
• Ability to work on multiple priorities simultaneously

Who We Are

NFP is a leading insurance brokerage that provides property and casualty, group benefits, retirement and individual solutions through our licensed subsidiaries and affiliates. We’re a 6x Best Places to Work award winner in Insurance, a 5-Star Brokerage award winner from Insurance Business Canada Magazine, and a recognized Elite Agency award winner. We enable client success through the expertise of over 1000 employees based in Canada and more than 6,900 employees with over 310 offices globally.

Since 2021, NFP has been responsible for bringing more than four billion dollars ($4,000,000,000) in premium to the P&C Market.

Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space. To learn more, please visit https://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.

• Annual bonus plan for all employees
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Matching RRSP plan of 5% of salary
• A hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Reimbursement of license fees and professional membership dues
• Referral Commission Plan

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.

NFP is an inclusive Equal Employment Opportunity employer.