Commercial Account Manager

McFarlan Rowlands Insurance Brokers Inc.; Clinton; Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Three weeks vacation

RRSP matching

Birthday off

Community outreach days

Hybrid work schedule

Job summary

Excalibur Insurance Group, by McFarlan Rowlands, is seeking a Commercial Lines Insurance Broker to manage a portfolio of farm and commercial clients, handling renewals, policy changes, and claims assistance with a focus on exceptional service.

The role requires a RIBO license, 2+ years of farm and commercial insurance experience, strong communication, meticulous documentation, and the ability to work in Clinton with a hybrid schedule.

Qualifications

• RIBO license is required.
• 2+ years of farm and commercial insurance experience.
• Familiarity with coverage types, policy workings, and insurance products; MS Office and Applied TAM/Epic are assets.
• Strong problem-solving, research, and collaboration with insurers.
• Excellent verbal and written communication; professional demeanor.
• Detail-oriented with strong organizational skills.

Responsibilities

• Provide comprehensive client service for renewals and inquiries.
• Process and deliver renewal documents and invoices accurately.
• Send policy changes to insurers and ensure coverage accuracy; monitor renewals.
• Record and update claim information; provide updates as needed.
• Maintain up-to-date policy and client records for easy reference.
• Provide backup support for other Commercial Lines Brokers when needed.
• Follow procedures and comply with insurance regulations.

Skills

Client service

Communication

Detail oriented

Problem solving

Education

RIBO license

2+ years farm/commercial insurance experience

Tools

Microsoft Office

Applied TAM/Epic

Job description

As a Commercial Lines Insurance Broker at Excalibur Insurance Group, by McFarlan Rowlands, you will be the primary contact for a portfolio of farm and commercial lines clients, offering expert guidance and support throughout the policy lifecycle. You’ll manage renewals, policy changes, claims assistance, and ensure exceptional customer service, contributing to our goal of making every client experience extraordinary. This role requires a Registered Insurance Broker of Ontario (RIBO) license and a commitment to providing high-quality client service and detailed documentation. Reports to the Branch Manager.

Position Location: Clinton office, located at 56 Albert Street, Clinton, ON.

Employment Status: 1 Permanent Full-time

Key Responsibilities:

• Client Support & Renewals: Provide comprehensive service to an assigned book of clients, assisting with renewals, responding to phone and email inquiries, and explaining policy details and changes.
• Documentation & Processing: Handle and process all policy-related documents with accuracy and efficiency, ensuring timely delivery of renewal documents and invoices.
• Policy Management: Send policy changes to insurance companies, ensure coverage accuracy, monitor renewals, issue binders, and identify gaps in coverage as needed.
• Claims Assistance: Record claim information and file with the corresponding insurance company. Provide claims updates as needed.
• Information Management: Keep up-to-date record of policy coverages and client details for easy reference.
• Team Support: Provide backup support for other Commercial Lines Insurance Brokers when they are ill or on vacation.
• Compliance: Follow all procedures and adhere to insurance regulations.

Qualifications:

• Certification: Registered Insurance Broker of Ontario (RIBO) license is required.
• Experience: 2+ years of farm and commercial insurance experience is required.
• Technical Skills: Familiarity with types of coverage, policy workings, and insurance products is essential. Experience with Microsoft Office programs and Applied TAM/Epic is an asset.
• Problem-Solving Skills: Strong ability to troubleshoot, research, and identify solutions to provide clients with optimal coverage options. This includes reviewing policy wording, conducting online research, and collaborating directly with insurance companies and team members.
• Communication: Strong customer service skills, excellent verbal and written communication, and a professional demeanor.
• Detail-Oriented: Exceptional organizational skills, attention to detail, and ability to manage multiple tasks in a fast-paced environment.

What’s In It for You?

• Competitive Salary: Annual salary of $50,000 to $70,000 depending on experience and qualifications.
• Flexible Work Environment: The successful candidate must be able to complete initial job training in Clinton and then can work a hybrid work-from-home schedule or in-person from our Clinton office.
• Additional Perks:Enjoy three weeks of paid vacation, RRSP matching, paid community outreach days, your birthday off, and a supportive, engaging team culture.
• Career Growth:Opportunities for professional development through educational assistance, mentorship, and internal job advancement.

Salary Range: From $50,000 per annum

Excalibur Insurance Group, by 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 Excalibur Insurance, 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.