Job OverviewAs 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 rolerequires a Registered Insurance Broker of Ontario (RIBO) license or a willingness to obtain your RIBO licenseand a commitment to providing high-quality client service and detailed documentation.Key ResponsibilitiesClient 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.Cross-Selling:Solicit new personal lines business from existing accounts and provide quotations where required.Claims Assistance:Record claim information and file with the corresponding insurance company. Provide claims updates as needed.Accounts Receivable:Responsible for accounts receivable for assigned clients, adhering to corporate accounts receivable procedures.Information Management:Keep up-to-date records 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.QualificationsCertification:Registered Insurance Broker of Ontario (RIBO)



license or a willingness to obtain your RIBO license is required.Experience:1+ years of insurance experience is preferred.Technical Skills:Familiarity with types of coverage, policy wordings, and insurance products is essential. Experience with Microsoft Office programs and Applied 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 wordings, 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.Detail‑Oriented:Exceptional organizational skills, attention to detail, and ability to manage multiple tasks in a fast‑paced environment.Accuracy:Accuracy in recording client information and policy details is essential.What’s In It For YouCompetitive Salary:Annual salary of $45,000 to $60,000 depending on experience and qualifications.Career Growth:Opportunities for professional development through educational assistance, mentorship, and internal job advancement.Well‑being & Benefits:Comprehensive healthcare benefits including dental care.Work Workplace:The successful candidate must be able to complete initial job training in our Clinton office and then must be able to work full‑time from our Clinton office located at 56 Albert Street, Clinton, ON N0M 1L0.Additional Perks:Enjoy three weeks of paid vacation, RRSP matching, paid community outreach days, your birthday off, and a supportive, engaging team culture.We are an equal opportunity employer and are committed to providing an environment of mutual respect where equal employment opportunities are available to 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, you can guarantee all resumes and applications are reviewed by a real human being.#J-18808-Ljbffr

📌 Personal Lines Insurance Broker - C$45,000 - C$60,000 A Year (Winnipeg)
🏢 Excalibur Insurance Group
📍 Winnipeg