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.

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.

Responsible for policy and claims service of assigned commercial clients, provide prompt accurate and courteous services to Insureds, Account Executives and Insurance Companies regarding those accounts. Assist in prospecting, soliciting, quoting, and procuring new business and renewals on an account basis with existing Commercial Account Executives.

Key Responsibilities

• Provide service to assigned clients on renewal and throughout the policy period; handle questions and general inquiries. 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. 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. Responsible for accounts receivable for assigned clients, adhering to corporate accounts receivable procedures. Ensure all abeyance items are completed through the use of abeyance or suspense systems. In conjunction with Commercial Account Executives: Evaluate client needs and provide risk management and insurance advice in the interests of the client. Cultivate new leads and sales opportunities, present proposals for insurance solutions, negotiate with potential clients, and close sales. Develop effective ‘out of the box’ sales strategies to secure and maintain business. Working closely with the Marketing team, responsible for placing the risk with an appropriate market, obtaining and assisting in the completion of the proper application for insurance, arranging and collecting payment as per corporate policy, and forwarding the application to the insurance company in order to effect or complete the binding of coverage in a timely manner. Follow up with the client to ensure complete satisfaction and to finalize the sales process. In order to build a long‑term client base and portfolio, remain in contact both directly and indirectly with the client to maintain ongoing satisfaction and to provide further coverage as required. Build lasting relationships with clients throughout the communities we serve. On an ongoing basis, continue to gather and document relevant information to ensure client receives the appropriate coverage and service. Keep abreast of markets, new products, pricing, and opportunities. Provide backup for other Commercial Account Executives and Commercial Account Managers as required. Adhere to all system procedures and insurance company regulations. Assist with special projects at management request.

Qualifications

• RIBO license required
• CAIB or working towards an industry designation
• 3-5 years insurance industry experience
• Knowledge on Commercial coverages, wordings and products
• Excellent customer service and sales skills; good written and oral communication skills; organized; attention to detail; ability to prioritize; team player; accuracy in recording details
• Strong ability to multi‑task
• 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 & an outstanding culture!

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.

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