Personal Lines Account Manager Floater

McFarlan Rowlands Insurance Brokers Inc.; Southwestern Ontario; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

An insurance brokerage in Southwestern Ontario is seeking a Personal Lines Floater to manage policy and claims service for personal lines clients. This role involves interacting with clients, ensuring timely documentation and claims processing, and providing exceptional customer support. Candidates should have a RIBO license and 3-5 years of experience in personal lines insurance. Along with a competitive salary starting at $45,000, the position offers benefits such as paid vacation, education assistance, and a hybrid work program.

Benefits

3 weeks minimum paid vacation

Comprehensive benefits program

Fitness allowances

Paid community outreach days

Birthday off

RRSP matching

Qualifications

• RIBO license required.
• Requires minimal supervision and support from management.
• Strong ability to multi-task and manage detailed records.

Responsibilities

• Provide service to assigned clients on renewal and throughout the policy period.
• Responsible for the quality and timeliness of all policy documentation processing.
• Monitor renewals and issue binders as required.

Skills

Customer service skills

Attention to detail

Organizational skills

Multi-tasking

Education

RIBO license

3-5 years Personal 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.

The successful candidate will be responsible for floating on various personal lines books of business completing policy and claims service of assigned personal lines clients. The Personal Lines Floater will provide prompt, accurate and courteous service to insureds, personal lines and insurance companies related to their accounts.

*This position can be done from any of our office locations*

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.
• 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 Personal Lines Brokers as required.
• Adhere to all system procedures and insurance company regulations.
• Other duties and/or personal lines projects, as required.

Qualifications:

• RIBO license required
• Requires minimal supervision and support from management
• 3-5 years Personal Lines experience
• Knowledge on Personal 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:

Starting 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 position is posted due to growth.

HOW TO APPLY:

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