Account Manager, Member Services – Open

McFarlan Rowlands Insurance Brokers Inc.; Southwestern Ontario; Hybrid; CAD 45,000 - 55,000; Full time

Job summary

A leading insurance broker in Southwestern Ontario is seeking a dedicated Account Manager to provide exceptional service to first responders and manage policy and claims processes. This role involves building relationships, ensuring accurate policy documentation, and providing claims counseling. Ideal candidates will hold a RIBO license and have strong customer service skills, with opportunities for career growth and a competitive compensation package.

Benefits

3 weeks minimum paid vacation

Comprehensive compensation package

Career growth assistance

Wellness programs

Hybrid work program

Birthday off

Paid community outreach days

RRSP matching

Qualifications

• RIBO Licensed or eligible.
• Minimum 2 years in sales/service/processing.
• Excellent customer service and communication skills.

Responsibilities

• Manage policy and claims service for assigned members.
• Build relationships and provide service on renewals.
• Review coverages and handle inquiries.

Skills

Customer service

Communication

Attention to detail

Organizational skills

Team player

Education

RIBO License

Minimum 2 years sales/service experience

Tools

Microsoft Office

EPIC

Applied Rating

Job description

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 group operations members. Ensure prompt, accurate, courteous service to our first responder membership, sales representatives and insurance companies regarding those accounts.

Key Responsibilities:

• Build strong and lasting relationships with assigned members.
• Provide service to assigned members on renewal and throughout the policy period; handle questions and general inquiries, recommend and provide increased limits or coverage.
• Review coverages with policyholders, recommend and up-sell coverage.
• Provide claims counseling on initial claims reports.
• Keep current with all company product offerings and changes.
• Responsible for all incoming requests regarding assigned members.
• Responsible for the quality and timeliness of all policy documentation and processing; utilizing macros for documentation on company portals.
• Responsible for accounts receivable for assigned members, adhering to corporate accounts receivable procedures.
• Ensure all abeyance items are completed through the use of follow-up lists.
• Provide backup for other group operations Account Managers, as required.
• Adhere to all system procedures and insurance company regulations.
• Other duties and special projects, as required.

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; experience with EPIC and Applied Rating 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 & 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. This posting is to fill an existing vacancy.

HOW TO APPLY:

Please forward your resume and cover letter to: [e-mail] Thank you for your interest in this challenging opportunity.