Insurance (Commercial Account Manager, Small Business)

McFarlan Rowlands Insurance Brokers Inc.
London, ON
20 days ago

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. We are able to offer a broad product portfolio and provide our clients with the best coverage at the most competitive prices and benefits that are unavailable to other brokerages. Our employees are committed to providing outstanding products and unsurpassed service that, together, deliver premium value to our clients.

We offer a welcoming work environment, competitive compensation and group benefits package, matching in our Group RRSP, in-house seminars to satisfy RIBO requirements, a fitness credit, your birthday off, and a day off for community service of your choice.

This position will hold complete responsibility for the policy and claims of assigned commercial clients. The Commercial Account Manager will provide prompt, accurate and courteous service to Insureds, Commercial Account Executives and insurance companies related to their accounts.

Key Responsibilities:

  • Provide service to assigned clients on renewal and throughout the policy period; handle questions and general inquiries.
  • Responsible for all incoming mail regarding assigned clients.
  • Responsible for the quality and timeliness of all policy documentation processing; renewal processing to include coverage review recommendations, explanations of new or changed coverage, preparation of presentations, renewal documents and invoices for delivery by Commercial Account Executive.
  • Responsible for requesting policy changes from insurance companies, ensuring all required coverages are placed and bound.
  • Monitor renewals and issue binders as required.
  • Record and process various claims transactions and receive signatures on applications.
  • Keep all policy coverage/vehicle schedules, etc. up to date and available for reference by Commercial Account Executive or Marketing Department.
  • Responsible for accounts receivable collection efforts associated with assigned clients, adhering to corporate accounts receivable procedures.
  • Ensure all abeyance items are completed through the use of abeyance or suspense systems.
  • Provide backup for other Commercial Account Managers as required.
  • Adhere to all system procedures and insurance company regulations.
  • Other duties and special projects, as required.

Qualifications:

  • RIBO license required
  • 3-5 years Commercial or Personal Lines experience
  • Knowledge on Commercial coverages, wordings and products
  • 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; SigXP 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
  • Other perks such as your birthday off, paid community outreach days, RRSP matching & an outstanding culture!

McFarlan Rowlands is an equal opportunity employer. All employment is decided on the basis of qualifications, merit and business need. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members.

Job Types: Full-time, Permanent

Pay: From $50,000.00 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

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Work Location: In person

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