Commercial Lines Account Manager – Tavistock, ON

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

Job summary

An established industry player in insurance is seeking a Commercial Account Manager to deliver exceptional service to clients. This role involves managing policy renewals, responding to inquiries, and processing documentation efficiently. The ideal candidate will have a RIBO license, strong customer service skills, and the ability to thrive in a busy environment. Join a team that values your contributions with a comprehensive compensation package, career growth opportunities, and a culture that prioritizes well-being and flexibility. If you are ready to take on this challenging opportunity, we want to hear from you!

Benefits

3 weeks minimum paid vacation

Comprehensive compensation package

Education assistance

Wellness programs

Fitness allowances

Birthday off

Paid community outreach days

RRSP matching

Qualifications

• RIBO Licensed or eligible with 3-5 years in commercial lines.
• Excellent customer service and communication skills required.

Responsibilities

• Provide service to clients on renewals and handle inquiries.
• Process policy documentation and manage claims transactions.

Skills

Customer Service Skills

Written Communication

Oral Communication

Attention to Detail

Organizational Skills

Team Player

Prioritization

Education

RIBO License

3-5 years Commercial Lines Experience

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.

Responsible for the policy and claims 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, recommend and provide increased limits or coverage.
• 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 Commercial 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 Commercial Account Executive or Marketing Department.
• Responsible for accounts receivable collection efforts 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 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
• 3-5 years Commercial lines 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 busy 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

HOW TO APPLY:

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