Personal Lines Account Manager (Insurance Broker)

McFarlan Rowlands Insurance Brokers offers a complete line of commercial, Personal Lines, life, disability, employee benefit plans and risk management services through our network of seventeen offices across Southwestern Ontario. We are able to offer a broad product portfolio and insist upon complete independence from the insurance companies we represent so that we can provide our clients with the best coverage at the most competitive prices and benefits that are unavailable to other brokerages. Our employees are committed to providing outstanding products and unsurpassed service that, together, deliver premium value to our clients.

We offer a welcoming work environment, competitive compensation and group benefits package, matching in our Group RRSP, in-house seminars to satisfy RIBO requirements, a fitness credit, your birthday off, and a day off for community service of your choice.

Responsible for the policy and claims service of assigned section of Personal Lines clients. Ensure prompt, accurate, courteous service to insureds, sales representatives and insurance companies regarding those accounts.

Key Responsibilities:

• Provide service to assigned clients on renewal and throughout the policy period; handle questions and general inquiries, recommend and provide increased limits or coverage.
• Responsible for all incoming inquiries and requested changes regarding assigned clients.
• Responsible for the quality and timeliness of all policy documentation processing; new business, renewals, endorsements, cancellations, etc.
• Record and process various claims transactions.
• Responsible for accounts receivable for assigned clients, adhering to corporate accounts receivable procedures.
• Ensure all abeyance items are completed through the use of follow-up lists.
• Solicit new Personal Lines business from existing accounts
• Provide backup for other Personal Lines Account Managers as required.
• Adhere to all system procedures and insurance company regulations.
• Other duties, or special projects as required.

Qualifications:

• RIBO Licensed, or RIBO license eligible
• Minimum 2 years sales/service/processing experience
• Excellent customer service skills; good written and oral communication skills; organized; attention to detail; ability to prioritize; team player; accuracy in recording details
• Ability to work effectively in a fast paced environment
• Working knowledge of all Microsoft Office applications; SigXP is an asset

McFarlan Rowlands is an equal opportunity employer. All employment is decided on the basis of qualifications, merit and business need. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members.

Job Types: Permanent, Full-time

Salary: From $45,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care
• Wellness program
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Licence/Certification:

• RIBO (preferred)

Work Location: In person