Personal Lines Account Manager

1 week ago

Dorchester, Ontario, Canada McFarlan Rowlands Insurance Brokers Full time $55,000 - $65,000 per year

McFarlan Rowlands Insurance Brokers offers a complete line of commercial, personal lines, life, disability, employee benefit plans and risk management services through our network of offices across Southwestern Ontario. Our employees are committed to providing outstanding products and unsurpassed service that, together, deliver premium value to our clients.

Responsible for the policy and claims service of assigned section of personal lines clients. Ensure prompt, accurate, courteous service to insureds, sales representatives and insurance companies regarding those accounts.

Key Responsibilities:

  • Provide service to assigned clients on renewal and throughout the policy period; handle questions and general inquiries.
  • Responsible for the quality and timeliness of all policy documentation processing; renewal processing to include coverage review recommendations, explanations of new or changed coverage, preparation of presentations, renewal documents and invoices for delivery by Account Executive.
  • Responsible for requesting policy changes from insurance companies, ensuring all required coverages are placed and bound.
  • Monitor renewals and issue binders as required.
  • Record and process various claims transactions and receive signatures on applications.
  • Responsible for accounts receivable associated with assigned clients, adhering to corporate accounts receivable procedures.
  • Ensure all abeyance items are completed through the use of abeyance or suspense systems.
  • Provide backup for other Personal Lines Brokers as required.
  • Adhere to all system procedures and insurance company regulations.
  • Other duties and/or personal lines projects, as required.

Qualifications:

  • RIBO license required
  • Enrolment in a recognized Insurance designation preferred
  • Requires minimal supervision and support from management
  • 3-5 years Personal Lines experience
  • Knowledge on Personal coverages, wordings and products
  • Excellent customer service skills; good written and oral communication skills; organized; attention to detail; ability to prioritize; team player; accuracy in recording details
  • Strong ability to multi-task
  • 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

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. The need for this role is due to growth.

Job Types: Full-time, Permanent

Pay: $55,000.00-$65,000.00 per year

Benefits:

  • Company events
  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • RRSP match
  • Tuition reimbursement
  • Vision care
  • Wellness program
  • Work from home

Work Location: Hybrid remote in Dorchester, ON

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