Personal Lines Account Manager

McFarlan Rowlands; Guelph; On-site; CAD 45,000 - 52,000; Full time

Job summary

A local insurance brokerage in Ontario is seeking a Personal Lines Broker to provide outstanding service to clients. The ideal candidate will have a RIBO License or be eligible for it, along with at least 2 years of relevant experience. This position offers competitive compensation, opportunities for career growth, and flexible work arrangements. Join a team committed to mutual respect and client-focused service.

Benefits

Minimum 3 weeks paid vacation

Competitive compensation package

Career growth opportunities

Wellness programs

Fitness allowances

Birthday off

Paid community outreach days

RRSP matching

Positive culture

Qualifications

• Minimum of 2 years sales or service experience required.
• RIBO License or eligibility is mandatory.
• Ability to work effectively in a fast-paced environment.

Responsibilities

• Provide service to assigned clients throughout the policy period.
• Handle inquiries and changes regarding assigned clients.
• Ensure quality processing of policy documentation.

Skills

Customer service skills

Communication skills

Organizational skills

Attention to detail

Team player

Record-keeping accuracy

Education

RIBO License

Tools

Microsoft Office

EPIC

Job description

Our growing team at Colley Insurance is looking for a Personal Lines Broker to join their team. Colley is now part of the McDougall Insurance Brokers network and is newly managed by McFarlan Rowlands Insurance Brokers.

Our employees are committed to providing outstanding products and unsurpassed service that deliver premium value to our clients.

Key Responsibilities:

1. Provide service to assigned clients on renewal and throughout the policy period; handle questions and inquiries, recommend and provide increased limits or coverage.
2. Handle all incoming inquiries and requested changes regarding assigned clients.
3. Ensure the quality and timeliness of policy documentation processing, including new business, renewals, endorsements, cancellations, etc.
4. Record and process various claims transactions.
5. Manage accounts receivable for assigned clients, following corporate procedures.
6. Complete all abeyance items using follow-up lists.
7. Solicit new personal lines business from existing accounts.
8. Provide backup for other Personal Lines Account Managers as needed.
9. Adhere to all system procedures and insurance company regulations.
10. Perform other duties or special projects as required.

Qualifications:

• RIBO Licensed or RIBO license eligible.
• Minimum of 2 years sales, service, or processing experience.
• Excellent customer service skills, good written and oral communication, organized, attentive to detail, able to prioritize, team player, accurate in record-keeping.
• Ability to work effectively in a fast-paced environment.
• Proficiency in Microsoft Office applications; EPIC knowledge is an asset.

What’s In It for You?

• Minimum 3 weeks paid vacation.
• Competitive compensation package and performance incentives.
• Opportunities for career growth through education assistance, mentorship, and internal job postings.
• Wellness programs, comprehensive benefits, and fitness allowances.
• Flexible hybrid work-from-home arrangements for eligible positions.
• Additional perks such as your birthday off, paid community outreach days, RRSP matching, and a positive culture.

Salary Range: From $45,000 per annum

Colley Insurance is an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We review all resumes and applications with a human touch. We are committed to an environment of mutual respect and equal employment opportunities. This position is available due to an existing vacancy.