Personal Lines Account Executive

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

Job summary

McFarlan Rowlands Insurance Brokers is seeking a Personal Lines Account Executive to enhance client relationships and provide expert insurance advice in Southwestern Ontario. This role offers competitive compensation, a supportive work environment, and a variety of benefits including paid vacation and wellness programs. Ideal candidates will have a RIBO license and prior experience in the personal lines insurance sector.

Benefits

3 weeks minimum paid vacation

Comprehensive compensation package

Career growth assistance

Wellness programs and fitness allowances

Hybrid work from home program

Paid community outreach days

RRSP matching

Special birthday off

Outstanding workplace culture

Qualifications

• 3-5 years of Personal Lines Insurance experience required.
• Excellent sales and customer service skills necessary.
• Ability to work in a fast-paced environment.

Responsibilities

• Prospect and quote new personal lines business.
• Evaluate client needs and provide insurance advice.
• Maintain records of sales communications within the broker management system.

Skills

Sales skills

Customer service skills

Attention to detail

Communication skills

Team player

Education

RIBO license

CAIB or CIP designation

Relevant education in insurance

Tools

Microsoft Office

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 twenty offices across Southwestern Ontario. Our employees are committed to providing outstanding products and unsurpassed service that, together, deliver premium value to our clients.

The Personal Lines Account Executive is responsible for prospecting, soliciting, quoting, and procuring new business and renewals on personal lines accounts. Provide ongoing service, cross sell and up sell to existing clients.

Key Responsibilities:

• Evaluate client needs and provide risk management and insurance advice in the interests of the client.
• Begin building a lasting relationship between clients and McFarlan Rowlands within the many communities that we serve by providing timely, friendly and knowledgeable service.
• Prospect, solicit and place coverage for clients new to McFarlan Rowlands in order to meet New Business goals established on an annual basis.
• Responsible for placing coverage with the appropriate market, completion of the documentation required, and arranging payment in alignment with corporate policy. All new business to be reviewed and approved by in house underwriting team before submission to insurer.
• Gather and document relevant information to ensure client receives the appropriate coverage and service.
• Keep abreast of markets, new products, pricing, and opportunities.
• Maintain detailed records of all sales communications, contacts, and client activities within the broker management system.
• Adhere to all system procedures and insurance company regulations.
• Assist with special projects at management request.

Qualifications:

• RIBO license required
• 3- 5 years of Personal Lines Insurance industry experience
• Excellent sales and 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
• CAIB, CIP or working towards an industry designation
• Working knowledge of all Microsoft Office applications

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 + commission

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.