Commercial Account Manager

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

Benefits offered by this job

Paid vacation

Education assistance

Wellness program

Hybrid work option

RRSP matching

Birthday off

Community outreach days

Culture

Job summary

McFarlan Rowlands Insurance Brokers, London office, is seeking a Commercial Account Manager to manage policy and claims service for assigned commercial clients. You will provide prompt, accurate, courteous service to insureds, Account Executives and insurers.

Responsibilities include renewals, processing policy documents, handling cover changes, issuing binders, and maintaining accurate client records in a fast-paced environment. RIBO license and 3–5 years in Commercial Lines are required.

Qualifications

• 3–5 years Commercial Lines experience.
• Knowledge of Commercial coverages, wordings and products.
• Excellent customer service skills; strong written and oral communication; organized; detail-oriented.
• Ability to work in a fast-paced environment and prioritize tasks.
• Proficiency in Microsoft Office; EPIC is an asset.

Responsibilities

• Provide service to assigned clients on renewal and throughout the policy period; handle questions and inquiries.
• Process incoming mail and ensure timely documentation; renewal review and exposure changes.
• Request policy changes, place and bind coverages; monitor renewals and issue binders as needed.
• Record and process various claims transactions; maintain accurate policy and vehicle schedules.
• Manage accounts receivable and ensure items are completed in abeyance systems.
• Provide backup for other Commercial Brokers; adhere to procedures and regulations.

Skills

Excellent customer service

Written and verbal communication

Ability to prioritize

Team player

Attention to detail

Fast-paced environment

Education

RIBO license

Tools

Microsoft Office

EPIC

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.

Location

London office located at 503 York St., London, ON

Employment Status

1 Permanent Full-time

This position will hold complete responsibility for the policy and claims service of assigned commercial clients. The Commercial Account Manager will provide prompt, accurate and courteous service to insureds, Commercial Account Executives and insurance companies related to their accounts.

Key Responsibilities

• Provide service to assigned clients on renewal and throughout the policy period; handle questions and general inquiries.
• Responsible for all incoming mail regarding assigned clients.
• 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.
• Keep all policy coverage/vehicle schedules, etc. up to date and available for reference by Account Executive or Marketing Department.
• 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 Commercial Brokers as required.
• Adhere to all system procedures and insurance company regulations.
• Other duties and/or commercial lines projects, as required.

Qualifications

• RIBO license required
• Requires minimal supervision and support from management
• 3-5 years Commercial Lines experience
• Knowledge on Commercial 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
• Ability to work effectively in a fast paced environment
• 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 & an outstanding culture!

Salary Range

From $50,000 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 upcoming vacancy.