Personal Lines Account Manager – Guelph

McFarlan Rowlands Insurance Brokers Inc.; Guelph; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A growing insurance broker in Guelph is looking for a Personal Lines Broker to manage client policies and claims. The ideal candidate will have a RIBO license and 2+ years of experience in sales/service. Responsibilities include providing excellent customer service, processing claims, and documenting policy changes. This position offers competitive compensation, hybrid work options, and generous benefits, including 3 weeks vacation and wellness programs.

Benefits

3 weeks minimum paid vacation

Career growth through education assistance

Wellness programs

Hybrid work from home options

RRSP matching

Outstanding culture

Qualifications

• Minimum 2 years sales/service/processing experience.
• Ability to work effectively in a fast-paced environment.
• Excellent organizational skills and ability to prioritize.

Responsibilities

• Provide service to assigned clients on renewal and throughout the policy period.
• Handle inquiries and requested changes regarding assigned clients.
• Record and process various claims transactions.

Skills

Customer service skills

Written and oral communication skills

Attention to detail

Team player

Education

RIBO License

Tools

Microsoft Office

EPIC

Job description

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

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
• Provide backup for other Personal Lines Account Managers as required.
• Adhere to all system procedures and insurance company regulations.
• Other duties, or 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

Colley Insurance 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 Colley Insurance 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 due to 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.