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 can work from our London office located at 1570 Hyde Park Rd, London, ON or 254 Pall Mall St #100, London, ON.
Key Responsibilities:
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.
Qualifications:
What’s In It for You?
Salary Range:
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.
HOW TO APPLY:
Please forward your resume and cover letter to: [email protected]. Thank you for your interest in this challenging opportunity.
