Personal Lines Account Manager

As a Personal Lines Insurance Broker at Excalibur Insurance Group, by McFarlan Rowlands, you will be the primary contact for a portfolio of personal lines clients, offering expert guidance and support throughout the policy lifecycle. You’ll manage renewals, policy changes, claims assistance, and ensure exceptional customer service, contributing to our goal of making every client experience extraordinary. This role requires a Registered Insurance Broker of Ontario (RIBO) license and a commitment to providing high-quality client service and detailed documentation.

Reports to the Branch Manager.

* This position is for our Clinton office located at 56 Albert Street, Clinton, ON.

• Client Support & Renewals
  :
  Provide comprehensive service to an assigned book of clients, assisting with renewals, responding to phone and email inquiries, and explaining policy details and changes.
• Documentation & Processing
  :
  Handle and process all policy-related documents with accuracy and efficiency, ensuring timely delivery of renewal documents and invoices.
• Policy Management
  :
  Send policy changes to insurance companies, ensure coverage accuracy, monitor renewals, issue binders, and identify gaps in coverage as needed.
• Claims Assistance
  :
  Record claim information and file with the corresponding insurance company. Provide claims updates as needed.
• Information Management
  :
  Keep up-to-date record of policy coverages and client details for easy reference.
• Team Support
  :
  Provide backup support for other Personal Lines Insurance Brokers when they are ill or on vacation.
• Compliance
  :
  Follow all procedures and adhere to insurance regulations.

• Certification: Registered Insurance Broker of Ontario (RIBO) license is required.
• Experience: 1+ years of insurance experience is preferred.
• Technical
  
  Skills:
  
  Familiarity with types of coverage, policy workings, and insurance products is essential. Experience with Microsoft Office programs and Applied TAM/Epic is an asset.
• Problem-Solving
  
  Skills:
  
  Strong ability to troubleshoot, research, and identify solutions to provide clients with optimal coverage options. This includes reviewing policy wording, conducting online research, and collaborating directly with insurance companies and team members.
• Communication: Strong customer service skills, excellent verbal and written communication, and a professional demeanor.

• Competitive Salary: Annual salary of $50,000 to $70,000 depending on experience and qualifications.
• Flexible Work Environment: The successful candidate must be able to complete initial job training in Clinton or Exeter and then can work a hybrid work-from-home schedule or in-person from one of our office locations (Clinton, Exeter, London, or Mitchell).
• Additional Perks: Enjoy three weeks of paid vacation, RRSP matching, paid community outreach days, your birthday off, and a supportive, engaging team culture.
• Career Growth: Opportunities for professional development through educational assistance, mentorship, and internal job advancement.

From $50,000 per annum

Excalibur Insurance Group, by 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 Excalibur Insurance, 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.