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 offices across Southwestern Ontario. Our employees are committed to providing outstanding products and unsurpassed service that, together, deliver premium value to our clients.

This position will hold complete responsibility for the service of Gold Clients. Ensure prompt, accurate, courteous service to insured, Gold team and insurance companies regarding those accounts. Interim Account Manager support for Gold team members. Assist with billing, portal work, client document distribution, remarkets, and maintaining insurer & client relationships.

Key Responsibilities:

Build lasting relationships with clients throughout the communities we serve. Provide unwavering & extraordinary level of customer service during all aspects of the client's relationship. Provide service to clients on renewal and throughout the policy period; handle questions and general inquiries, recommend and provide increased limits or coverage. 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. Adhere to all system procedures and insurance company regulations. Other duties and special projects, as required.

Qualifications:

RIBO license Post-Secondary Education and/or Equivalent Industry Designations preferred Willingness to obtain CPRIA designation Minimum two years' licensed, in sales/service/processing Experience with VIP and/or high net worth accounts Availability to travel for meetings Excellent customer service skills; good written and oral communication skills Well organized; attention to detail; an ability to prioritize; accuracy in recording details Working knowledge of all Microsoft Office applications

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
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 due to an upcoming vacancy.

Job Types: Full-time, Permanent

Pay: From $55,000.00 per year

Benefits:

Company events Dental care Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match Tuition reimbursement Work from home
Work Location: Hybrid remote in Kitchener, ON N2M 1N5