Personal Lines Renewal & Re-write Specialist

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

Benefits offered by this job

Paid vacation

Education assistance

Career mentorship

Wellness program

Hybrid work from home

Birthday off

Job summary

McFarlan Rowlands Insurance Brokers Inc. is seeking a Specialist to support Personal Lines Account Managers with renewals and policy rewrites across Southwestern Ontario.

You will review policies, quote renewals, remarket where needed, and coordinate actions with insurers and underwriters to ensure accurate coverage options for clients. Reporting to the Branch Manager, you will collaborate with account managers, renewal and administration teams, and leadership to meet service standards.

Qualifications

• RIBO license is an asset but not required.
• Experience in Personal Lines administration, service, renewal, re-write, or processing is an asset.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication and customer service skills.
• Highly organized with strong attention to detail and ability to prioritize high-volume, time-sensitive work.
• Strong teamwork and collaboration with Account Managers, insurers, and internal teams.
• Proficient in Microsoft Office; EPIC experience is an asset.

Responsibilities

• Review renewals and download reports to identify policies requiring quoting, remarketing, rewriting or action.
• Review renewal coverage for gaps and advise clients by email/letter on behalf of Account Manager.
• Complete renewal quoting and prepare market and coverage options for Account Managers.
• Manage assigned policy rewrites from review to completion including quoting, applications, reports, Docusign, portals, billing and data entry.
• Remarket policies as required due to insurer appetite, pricing or coverage needs.
• Support placement and rewrite of non-standard and hard-to-place risks with insurer partners and MGAs.
• Maintain accurate documentation of activity, client interactions, coverage discussions and transactions in the broker management system.
• Follow up to ensure renewals and rewrites are completed within timelines.
• Collaborate with Account Managers to communicate options and ensure a seamless transition back to Account Manager.

Skills

RIBO license

Personal Lines administration

Analytical skills

Communication skills

Attention to detail

Team orientation

Tools

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 supporting Personal Lines Account Managers with the timely and accurate completion of renewals and policy re-writes. Focuses on reviewing policies requiring action, completing renewal quoting and remarketing, managing re-writes, and identifying appropriate placement options for standard, non-standard and hard-to-place risks. The Specialist works collaboratively with Account Managers, insurers and underwriting resources to ensure clients are provided with appropriate coverage and market options while maintaining established service standards.

Reports to the Branch Manager and works closely with the Personal Lines Service Manager, Account Managers, Renewal & Administration team, and Personal Lines Leadership to support the timely and effective completion of renewals and re-writes.

Location

This position can be done from any of our office locations

Employment Status

1 Permanent Full-time

Key Responsibilities

• Review renewal and download reports to identify policies requiring quoting, remarketing, re-writing or additional action.
• Review renewal coverage and identify potential coverage gaps, limit changes or opportunities for enhanced coverage & advise clients by email/letter on behalf of Account Manager.
• Complete renewal quoting and prepare available market and coverage options for Account Managers.
• Manage assigned policy re-writes from initial review through completion, including quoting, applications, reports, Docusign, portals, billing and BMS data entry.
• Remarket policies where required due to insurer appetite, underwriting requirements, pricing, coverage needs or other renewal considerations.
• Support the placement and re-write of non-standard and hard-to-place risks, working with insurer partners, MGAs and underwriting resources as required.
• Maintain accurate documentation of all activity, client interactions, coverage discussions and transactions within the broker management system.
• Maintain appropriate follow-up and abeyance activity to ensure renewals and re-writes are completed within established timelines.
• Work collaboratively with Account Managers to communicate renewal and re-write options and facilitate a seamless transition back to the Account Manager following completion.
• Provide technical and market support to Account Managers on complex renewal and re-write situations.
• Provide backup support for renewal and re-write activities based on team and business needs.
• Adhere to company procedures, insurer underwriting requirements, delegated authority guidelines and regulatory requirements.
• Participate in special projects and other renewal and re-write related duties as assigned.

Qualifications

• RIBO license considered an asset, but not required.
• Experience in Personal Lines administration, service, renewal, re-write, or processing considered an asset.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication and customer service skills.
• Highly organized with strong attention to detail and the ability to prioritize a high volume of time-sensitive work.
• Strong team orientation and ability to collaborate effectively with Account Managers, insurers, and internal teams.
• Proficient in Microsoft Office; experience with EPIC is considered 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 $50,000 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.