Personal Lines Account Manager

4 weeks ago


Kitchener, Ontario, Canada McFarlan Rowlands Full time
Job Title: Personal Lines Account Manager

McFarlan Rowlands Insurance Brokers is seeking a highly skilled and detail-oriented Personal Lines Account Manager to join our team. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their policies are up-to-date and accurate, and handling any claims or inquiries in a timely and professional manner.

Key Responsibilities:
  • Provide exceptional service to assigned clients, handling inquiries, and requests in a timely and professional manner.
  • Ensure all policy documentation is accurate and up-to-date, including renewals, endorsements, and cancellations.
  • Process and record various claims transactions, ensuring all necessary information is accurate and complete.
  • Manage accounts receivable for assigned clients, adhering to corporate procedures.
  • Solicit new business opportunities from existing clients and provide quotations as required.
  • Provide backup support for other Personal Lines Account Managers as needed.
Qualifications:
  • RIBO Licensed or RIBO license eligible.
  • Minimum 2 years of sales/service/processing experience.
  • Excellent customer service skills, with good written and oral communication skills.
  • Ability to work effectively in a fast-paced environment.
  • Working knowledge of Microsoft Office applications, with EPIC an asset.
What We Offer:
  • A comprehensive compensation package and incentives that recognize strong performance.
  • Opportunities for career growth through education assistance, mentorship, and internal job opportunities.
  • A comprehensive benefits program, wellness programs, and fitness allowances.
  • A hybrid work-from-home program for eligible positions.
  • Other perks, including birthday off, paid community outreach days, RRSP matching, and an outstanding company culture.

McFarlan Rowlands is an equal opportunity employer, committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members.



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