Personal Lines Account Executive

Personal Lines Account Executive

The Person al Lines Account Executive is responsible for prospecting, soliciting, quoting, and procuring new business and renewals on personal lines accounts. Provide ongoing service, cross sell and up sell to existing clients.

Position can be performed from any of our office locations.

• 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 within the many communities that we serve by providing timely, friendly and knowledgeable service.
• Prospect, solicit and place coverage for clients new to McFarlan Rowlands in order to meet New Business goals established on an annual basis.
• 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 in house 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 at management request.

• RIBO license required
• 3 – 5 years of Personal Lines Insurance industry experience
• Excellent sales, selling new business, 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

• 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!

From $60,000 – $100,000 per annum.

This position is commission based, offering significant earning potential for motivated candidates. For applicants with relevant experience, industry knowledge, and a proven track record, the company is open to discussing a compensation structure that includes a base salary in addition to commission.

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 posting is to fill an existing vacancy.