Commercial Insurance Account Manager

4 weeks ago

Sarnia, Ontario, Canada McFarlan Rowlands Full time
Job Title: Commercial Account Manager

McFarlan Rowlands Insurance Brokers is seeking a highly skilled Commercial Account Manager to join our team. As a Commercial Account Manager, you will be responsible for providing exceptional service to our commercial clients, ensuring their policies are up-to-date and meeting their needs.

Key Responsibilities:
  • Provide prompt and accurate service to assigned clients on renewal and throughout the policy period.
  • Handle questions and general inquiries from insureds, Account Executives, and insurance companies.
  • Process all incoming mail regarding assigned clients.
  • Ensure the quality and timeliness of all policy documentation processing, including coverage review recommendations, explanations of new or changed coverage, and preparation of presentations and renewal documents.
  • Request policy changes from insurance companies and ensure all required coverages are placed and bound.
  • Monitor renewals and issue binders as required.
  • Record and process various claims transactions and receive signatures on applications.
  • Keep all policy coverage/vehicle schedules up-to-date and available for reference by Account Executive or Marketing Department.
  • Manage accounts receivable associated with assigned clients, adhering to corporate accounts receivable procedures.
  • Ensure all abeyance items are completed through the use of abeyance or suspense systems.
  • Assist Account Executives in the preparation of presentations as required.
  • Provide backup for other Commercial Brokers as required.
  • Adhere to all system procedures and insurance company regulations.
  • Assist with special projects at management request.
Qualifications:
  • RIBO license required.
  • 3-5 years Commercial Lines experience.
  • Knowledge of Commercial coverages, wordings, and products.
  • 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.
  • Basic computer knowledge.
  • Remain current and develop expertise in assigned markets; stay open to new market opportunities.
  • Working knowledge of all Microsoft Office applications; SigXP is an asset.
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.
  • Flexibility by offering a hybrid work-from-home program for eligible positions.
  • Other perks such as your birthday off, paid community outreach days, RRSP matching, and an outstanding culture.

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.

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