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Personal Lines Account Manager

Personal Lines Account Manager

McFarlan RowlandsKitchener ON
30+ days ago
Salary
CA$45,000.00 yearly
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 twenty 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.