Personal Lines Account Manager – Aylmer

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

Job summary

A leading insurance brokerage in Southwestern Ontario seeks a Personal Lines Account Manager to provide exceptional service to clients. The ideal candidate will manage renewals and claims, ensuring top-notch communication and adherence to insurance regulations. With a robust perks offering, including paid vacation and wellness programs, this position prioritizes employee growth and well-being.

Benefits

3 weeks minimum paid vacation

Comprehensive benefits program

Flexibility with hybrid work

Career growth assistance

Paid community outreach days

Qualifications

• 2+ years of experience in sales/service/processing.
• Ability to work effectively in a fast-paced environment.
• Strong prioritization and teamwork abilities.

Responsibilities

• Manage policy and claims service for personal lines clients.
• Handle all inquiries, documentation, and claims transactions.
• Solicit new business and provide coverage recommendations.

Skills

Customer service

Communication

Attention to detail

Organizational skills

Education

RIBO license (or eligible)

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 service of assigned section of personal lines clients. Ensure prompt, accurate, courteous service to insureds, sales representatives and insurance companies regarding those 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 inquiries and requested changes regarding assigned clients.
• Responsible for the quality and timeliness of all policy documentation processing; new business, renewals, endorsements, cancellations, etc.
• Record and process various claims transactions.
• Responsible for accounts receivable for assigned clients, adhering to corporate accounts receivable procedures.
• Ensure all abeyance items are completed through the use of follow-up lists.
• Solicit new personal lines business from existing accounts and provide quotations where required.
• Provide backup for other Personal Lines 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
• Minimum 2 years sales/service/processing 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 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 $45,000 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: [e-mail] . Thank you for your interest in this challenging opportunity.