Personal Lines Account Manager

4 weeks ago

Kitchener, Ontario, Canada McFarlan Rowlands Full time

At McFarlan Rowlands Insurance Brokers, we offer a comprehensive range of commercial, personal lines, life, disability, employee benefit plans, and risk management services through our network of offices across Southwestern Ontario.

As a Personal Lines Account Manager, you will be responsible for providing exceptional service to our clients, ensuring prompt and accurate handling of policy and claims inquiries.

Key Responsibilities:

  • Provide service to assigned clients on renewal and throughout the policy period, handling questions and general inquiries, and recommending 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, including new business, renewals, endorsements, cancellations, and claims transactions.
  • 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 and provide quotations where required.
  • Provide backup for other Personal Lines Account Managers as required.
  • Adhere to all system procedures and insurance company regulations.

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; EPIC 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.

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. 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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