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Commercial Lines Account Manager Floater – Any Location

McFarlan Rowlands Insurance Brokers Inc.

Southwestern Ontario

Hybrid

CAD 50,000 - 70,000

Full time

9 days ago

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Job summary

An established industry player in insurance is seeking a Commercial Account Manager Floater to join their dynamic team in Southwestern Ontario. This role involves providing exceptional service to clients, managing policy documentation, and ensuring timely processing of renewals and claims. With a commitment to employee growth and a comprehensive benefits package, this position offers a supportive environment where your contributions will significantly impact client satisfaction and business success. If you are passionate about delivering outstanding service and thrive in a fast-paced environment, this opportunity is perfect for you.

Benefits

3 weeks minimum paid vacation
Comprehensive compensation package
Career growth assistance
Wellness programs
Fitness allowances
Birthday off
Paid community outreach days
RRSP matching

Qualifications

  • RIBO license is required for this position.
  • 3-5 years of experience in Commercial Lines is essential.

Responsibilities

  • Provide service to clients on renewal and throughout the policy period.
  • Handle questions and inquiries related to insurance accounts.

Skills

Commercial Lines experience
Customer service skills
Attention to detail
Communication skills
Multi-tasking

Education

RIBO license
3-5 years experience in insurance

Tools

Microsoft Office applications
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.

The successful candidate will be responsible for floating on various commercial books of business completing policy and claims service of assigned commercial clients. The Commercial Account Manager Floater 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 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
  • 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 & 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.

HOW TO APPLY:

Please forward your resume and cover letter to: hr@mcfr.ca Thank you for your interest in this challenging opportunity.

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