Personal Lines Account Manager (Insurance Broker)
Skills
About the role
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 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.
* This position is for our London office located at 254 Pall Mall St, Suite 100, London, 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.
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
Job Types: Full-time, Permanent
Pay: $50,000.00-$60,000.00 per year
Benefits:
Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Tuition reimbursement
Vision care
Wellness program
Work from home
Work Location: Hybrid remote in London, ON N6A 5P6
Compensation
This Customer Success Manager role pays $50k-$60k/yr. Within typical range for customer success manager roles in United Kingdom.
Questions about this role
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