Insurance Sales (Personal Lines Account Executive)
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 prospecting, soliciting, quoting, and procuring new business on personal lines accounts.
Key Responsibilities:
- Prospect, solicit and place coverage for clients new to McFarlan Rowlands in order to meet New Business goals established on an annual basis.
- Evaluate client needs and provide risk management and insurance advice in the interests of the client.
- Begin building a lasting relationship between clients and McFarlan Rowlands by providing timely, friendly and knowledgeable service.
- Responsible for placing coverage with the appropriate market, completion of the documentation required, and arranging payment in alignment with corporate policy. All new business to be reviewed and approved by underwriting team before submission to insurer.
- Gather and document relevant information to ensure client receives the appropriate coverage and service.
- Keep abreast of markets, new products, pricing, and opportunities.
- Maintain detailed records of all sales communications, contacts, and client activities within the broker management system.
- Adhere to all system procedures and insurance company regulations.
- Assist with special projects, as required.
Qualifications:
- RIBO Licensed
- 3- 5 years of Personal Lines Insurance industry experience
- Excellent sales and 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
- CAIB, CIP or working towards an industry designation
- Working knowledge of all Microsoft Office applications
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 for an existing vacancy.
Job Types: Full-time, Permanent
Pay: From $50,000.00 per year
Additional pay:
- Commission pay
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
Schedule:
- Monday to Friday
Licence/Certification:
- RIBO (preferred)
Work Location: In person
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
Insurance Sales (Personal Lines Account Executive)
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 prospecting, soliciting, quoting, and procuring new business on personal lines accounts.
Key Responsibilities:
- Prospect, solicit and place coverage for clients new to McFarlan Rowlands in order to meet New Business goals established on an annual basis.
- Evaluate client needs and provide risk management and insurance advice in the interests of the client.
- Begin building a lasting relationship between clients and McFarlan Rowlands by providing timely, friendly and knowledgeable service.
- Responsible for placing coverage with the appropriate market, completion of the documentation required, and arranging payment in alignment with corporate policy. All new business to be reviewed and approved by underwriting team before submission to insurer.
- Gather and document relevant information to ensure client receives the appropriate coverage and service.
- Keep abreast of markets, new products, pricing, and opportunities.
- Maintain detailed records of all sales communications, contacts, and client activities within the broker management system.
- Adhere to all system procedures and insurance company regulations.
- Assist with special projects, as required.
Qualifications:
- RIBO Licensed
- 3- 5 years of Personal Lines Insurance industry experience
- Excellent sales and 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
- CAIB, CIP or working towards an industry designation
- Working knowledge of all Microsoft Office applications
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 for an existing vacancy.
Job Types: Full-time, Permanent
Pay: From $50,000.00 per year
Additional pay:
- Commission pay
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
Schedule:
- Monday to Friday
Licence/Certification:
- RIBO (preferred)
Work Location: In person
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