Account Manager, Member Services (Insurance Broker)
Top Benefits
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 group operations members. Ensure prompt, accurate, courteous service to our first responder membership, sales representatives and insurance companies regarding those accounts.
Key Responsibilities:
- Build a strong and lasting relationship with assigned members.
- Provide service to assigned members on renewal and throughout the policy period; handle questions and general inquiries, recommend and provide increased limits or coverage.
- Review coverages with policyholders, recommend and up-sellcoverage.
- Provide claims counseling on initial claims reports.
- Keep current with all company product offerings and changes.
- Responsible for all incoming requests regarding assigned members.
- Responsible for the quality and timeliness of all policy documentation and processing; utilizing macros for documentation on company portals.
- Responsible for accounts receivable for assigned members, adhering to corporate accounts receivable procedures.
- Ensure all abeyance items are completed through the use of follow-up lists.
- Provide backup for other group operations 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; experience with SigXP and Applied Rating is an asset
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 position is posted due to an existing vacancy.
Job Types: Full-time, Permanent
Pay: $45,000.00-$55,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
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
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Licence/Certification:
- RIBO (preferred)
Work Location: Hybrid remote in Guelph, ON N1G 4V8
About McFarlan Rowlands Insurance Brokers
McFarlan Rowlands Insurance Brokers is able to trace its roots back to 1896. Over the years, growth of our organization through acquisitions of local brokerages has given us a strong community identity. To service our broad client base, we maintain 16 offices across Southwestern Ontario.
McFarlan Rowlands did not become one of the largest independent insurance brokerages in Canada by accident. We insist upon complete independence from the insurance companies we represent so that we can provide our clients with the best coverage at the most competitive prices. When necessary, we are able to leverage our size and years of experience to offer our clients features, prices, and benefits that are unavailable to other brokerages.
In addition to our broad product portfolio, the team at McFarlan Rowlands excels at providing complete customer satisfaction. More than half of our clients have been referred to us by existing clients and that number continues to grow. Our corporate guidelines of client satisfaction, employee education and industry presence have proven themselves time and time again.
Locations in: London, Aylmer, Delhi, Dorchester, Embro, Ingersoll, Kitchener, Langton, Norwich, Sarnia, Strathroy, Tavistock, Thamesford & Tillsonburg
Account Manager, Member Services (Insurance Broker)
Top Benefits
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 group operations members. Ensure prompt, accurate, courteous service to our first responder membership, sales representatives and insurance companies regarding those accounts.
Key Responsibilities:
- Build a strong and lasting relationship with assigned members.
- Provide service to assigned members on renewal and throughout the policy period; handle questions and general inquiries, recommend and provide increased limits or coverage.
- Review coverages with policyholders, recommend and up-sellcoverage.
- Provide claims counseling on initial claims reports.
- Keep current with all company product offerings and changes.
- Responsible for all incoming requests regarding assigned members.
- Responsible for the quality and timeliness of all policy documentation and processing; utilizing macros for documentation on company portals.
- Responsible for accounts receivable for assigned members, adhering to corporate accounts receivable procedures.
- Ensure all abeyance items are completed through the use of follow-up lists.
- Provide backup for other group operations 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; experience with SigXP and Applied Rating is an asset
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 position is posted due to an existing vacancy.
Job Types: Full-time, Permanent
Pay: $45,000.00-$55,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
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
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Licence/Certification:
- RIBO (preferred)
Work Location: Hybrid remote in Guelph, ON N1G 4V8
About McFarlan Rowlands Insurance Brokers
McFarlan Rowlands Insurance Brokers is able to trace its roots back to 1896. Over the years, growth of our organization through acquisitions of local brokerages has given us a strong community identity. To service our broad client base, we maintain 16 offices across Southwestern Ontario.
McFarlan Rowlands did not become one of the largest independent insurance brokerages in Canada by accident. We insist upon complete independence from the insurance companies we represent so that we can provide our clients with the best coverage at the most competitive prices. When necessary, we are able to leverage our size and years of experience to offer our clients features, prices, and benefits that are unavailable to other brokerages.
In addition to our broad product portfolio, the team at McFarlan Rowlands excels at providing complete customer satisfaction. More than half of our clients have been referred to us by existing clients and that number continues to grow. Our corporate guidelines of client satisfaction, employee education and industry presence have proven themselves time and time again.
Locations in: London, Aylmer, Delhi, Dorchester, Embro, Ingersoll, Kitchener, Langton, Norwich, Sarnia, Strathroy, Tavistock, Thamesford & Tillsonburg