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Client Relationship Manager

3 months ago

Kitchener, Ontario, Canada McFarlan Rowlands Full time

McFarlan Rowlands Insurance Brokers provides a comprehensive range of commercial and personal insurance solutions, including life, disability, employee benefits, and risk management services through our extensive network across Southwestern Ontario. Our diverse product offerings enable us to deliver optimal coverage at competitive rates, ensuring our clients receive unparalleled value.

We pride ourselves on fostering a supportive workplace culture, offering competitive salaries and a robust benefits package, including contributions to our Group RRSP, fitness incentives, a day off for your birthday, and a community service day of your choice.

The role involves managing the policy and claims services for a designated segment of our group operations clientele. You will ensure prompt, accurate, and courteous service to our first responder members, sales representatives, and insurance partners regarding their accounts.

Key Responsibilities:

  • Cultivate strong and enduring relationships with assigned clients.
  • Provide ongoing support to clients during policy renewals and throughout the policy term; address inquiries and recommend enhancements to coverage.
  • Assess coverage options with policyholders and suggest upgrades as necessary.
  • Offer guidance on initial claims submissions.
  • Stay informed about all company product offerings and updates.
  • Manage all incoming requests related to assigned clients.
  • Ensure the quality and timeliness of all policy documentation and processing, utilizing macros for documentation on company platforms.
  • Oversee accounts receivable for assigned clients, following corporate procedures.
  • Complete all follow-up items using tracking lists.
  • Provide support for other group operations Account Managers as needed.
  • Comply with all system protocols and insurance company regulations.
  • Undertake additional duties and special projects as required.

Qualifications:

  • RIBO Licensed or eligible for RIBO licensing.
  • At least 2 years of experience in sales, service, or processing.
  • Exceptional customer service abilities; strong written and verbal communication skills; organized; detail-oriented; capable of prioritizing tasks; collaborative team player; precise in documentation.
  • Ability to thrive in a fast-paced environment.
  • Proficient in Microsoft Office applications; familiarity with SigXP and Applied Rating is advantageous.

McFarlan Rowlands is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We are dedicated to creating a respectful environment where equal employment opportunities are accessible to all applicants and team members.