Personal Lines Account Manager

4 weeks ago


Kitchener, Ontario, Canada McFarlan Rowlands Full time

At McFarlan Rowlands, we're committed to delivering exceptional service to our clients. As a Personal Lines Account Manager, you'll play a key role in ensuring our clients receive prompt, accurate, and courteous service throughout the policy period.

Key Responsibilities:

  • Provide exceptional service to assigned clients, handling inquiries and requests in a timely and professional manner.
  • Process new business, renewals, endorsements, cancellations, and other policy-related transactions with accuracy and attention to detail.
  • Record and process claims transactions, ensuring timely and efficient resolution.
  • Manage accounts receivable for assigned clients, adhering to corporate procedures.
  • Identify opportunities to increase revenue and improve client satisfaction.
  • Collaborate with internal teams to ensure seamless service delivery.
  • Stay up-to-date with industry developments and regulatory requirements.

Qualifications:

  • RIBO Licensed or RIBO license eligible.
  • Minimum 2 years sales/service/processing experience.
  • Excellent customer service skills, with strong written and oral communication skills.
  • Organized, with attention to detail and ability to prioritize tasks.
  • Ability to work effectively in a fast-paced environment.
  • Working knowledge of Microsoft Office applications, with EPIC an asset.

What's In It For You?

  • Competitive compensation package and incentives.
  • Opportunities for career growth and professional development.
  • Comprehensive benefits program and wellness initiatives.
  • Flexible work arrangements, including hybrid work-from-home options.
  • Other perks, including birthday off, paid community outreach days, and RRSP matching.

McFarlan Rowlands is an equal opportunity employer, committed to providing an inclusive and respectful work environment. We're driven by real people and real connections, and we're passionate about delivering exceptional service to our clients.



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