Personal Lines Account Manager

5 months ago


St Thomas, Canada McFarlan Rowlands Insurance Brokers Inc. Full time

_Our growing team at McConville Omni Insurance Brokers, is looking for a Personal Lines Account Manager to join their team. McConville Omni is now part of the McDougall Insurance Brokers network and newly managed by McFarlan Rowlands Insurance Brokers._
- McConville Omni offers 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, and much more_

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

**What’s In It for You?**
- 3 weeks minimum paid vacation
- A comprehensive compensation package and incentives that recognize strong performance
- Help with career growth through education assistance, mentorship and internal job opportunities
- Prioritizing your well-being through wellness programs, a comprehensive benefits program and fitness allowances
- Other perks such as your birthday off, paid community outreach days, RRSP matching & an outstanding culture
- McConville Omni Insurance Brokers 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**: Full-time, Permanent

Pay: From $40,000.00 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

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Licence/Certification:

- RIBO (preferred)

Work Location: In person



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