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Insurance Policy Service Specialist

2 months ago

Kitchener, Ontario, Canada McFarlan Rowlands Full time

McFarlan Rowlands Insurance Brokers offers a comprehensive range of services through its network of offices across Southwestern Ontario. Our team is dedicated to delivering exceptional products and service that meet the unique needs of our clients.

As a Personal Lines Account Manager, you will be responsible for providing service to assigned clients on renewal and throughout the policy period. You will handle questions and inquiries, recommend and provide increased limits or coverage, and ensure prompt and accurate service to insureds, sales representatives, and insurance companies.

Key Responsibilities:

  1. Provide service to assigned clients on renewal and throughout the policy period.
  2. Handle questions and inquiries, recommend and provide increased limits or coverage.
  3. Responsible for all incoming inquiries and requested changes regarding assigned clients.
  4. Responsible for the quality and timeliness of all policy documentation processing.
  5. Record and process various claims transactions.
  6. Responsible for accounts receivable for assigned clients, adhering to corporate accounts receivable procedures.
  7. Ensure all abeyance items are completed through the use of follow-up lists.
  8. Solicit new personal lines business from existing accounts and provide quotations where required.
  9. Provide backup for other Personal Lines Account Managers as required.
  10. Adhere to all system procedures and insurance company regulations.

Qualifications:

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

What's In It For You?

  1. 3 weeks minimum paid vacation.
  2. A comprehensive compensation package and incentives that recognize strong performance.
  3. Help with career growth through education assistance, mentorship, and internal job opportunities.
  4. Prioritizing your well-being through wellness programs, a comprehensive benefits program, and fitness allowances.
  5. Flexibility by offering a hybrid work-from-home program for eligible positions.
  6. Other perks such as your birthday off, paid community outreach days, RRSP matching & an outstanding culture.

Salary Range:

From $45,000 per annum.

McFarlan Rowlands is an equal opportunity employer. All employment is decided on the basis of qualifications, merit, and business need. Technology allows us to connect in new and different ways but we are an organization driven by real people and real connections. When you apply for a position at McFarlan Rowlands, you can guarantee all resumes and applications are reviewed by a real human being. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members.