Personal Lines Account Manager

Full–time

Posted on: 8 days ago

Role Overview:
As a Personal Lines Account Manager at McFarlan Rowlands Insurance Brokers, you will be responsible for the policy and claims service of assigned section of personal lines clients. Your main focus will be to ensure prompt, accurate, and courteous service to insureds, sales representatives, and insurance companies regarding those accounts. This position is based at our Delhi office located at 124 King Street, Delhi, ON.

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
- Ensure quality and timeliness of all policy documentation processing including new business, renewals, endorsements, cancellations, etc.
- Record and process various claims transactions
- Manage accounts receivable for assigned clients following corporate procedures
- Complete all abeyance items 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
- Perform other duties and special projects as required

Qualifications:
- RIBO Licensed, or RIBO license eligible
- Minimum 2 years of sales/service/processing experience
- Excellent customer service skills
- Good written and oral communication skills
- Organized with attention to detail
- Ability to prioritize tasks
- Team player with accuracy in recording details
- Ability to work effectively in a fast-paced environment
- Working knowledge of all Microsoft Office applications; EPIC is an asset

Additional Details:
McFarlan Rowlands offers a comprehensive compensation package, including a minimum of 3 weeks paid vacation, incentives for strong performance, education assistance for career growth, mentorship, internal job opportunities, wellness programs, a benefits program, fitness allowances, a hybrid work from home program for eligible positions, and other perks such as paid community outreach days, RRSP matching, and an outstanding culture.

Salary Range:
From $45,000 per annum

McFarlan Rowlands is an equal opportunity employer where all employment decisions are based on qualifications, merit, and business need. Real people review all resumes and applications, and the company is committed to providing equal employment opportunities to all applicants and team members. Role Overview:
As a Personal Lines Account Manager at McFarlan Rowlands Insurance Brokers, you will be responsible for the policy and claims service of assigned section of personal lines clients. Your main focus will be to ensure prompt, accurate, and courteous service to insureds, sales representatives, and insurance companies regarding those accounts. This position is based at our Delhi office located at 124 King Street, Delhi, ON.

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
- Ensure quality and timeliness of all policy documentation processing including new business, renewals, endorsements, cancellations, etc.
- Record and process various claims transactions
- Manage accounts receivable for assigned clients following corporate procedures
- Complete all abeyance items 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
- Perform other duties and special projects as required

Qualifications:
- RIBO Licensed, or RIBO license eligible
- Minimum 2 years of sales/service/processing experience
- Excellent customer service skills
- Good written and oral communication skills
- Organized with attention to detail
- Ability to prioritize tasks
- Team player with accuracy in recording details
- Ability to work effectively in a fast-paced environment
- Working knowledge of all Microsoft Office applications; EPIC is an asset

Additional Details:
McFarlan Rowlands offers a comprehensive compensation package, including a minimum of 3 weeks paid vacation, incentives for strong performance, education assistance for career growth, mentorship, internal job opportunities, wellness programs, a benefits program, fitness allowances, a hybrid work from home program for eligible positions, and other perks such as paid community outreach days, RRSP matching, and an outstanding culture.

Salary Range:
From $45,000 per annum

McFarlan Rowlands is an equal opportunity employer where all employment decisions are based on qualifications, me