Commercial Lines Insurance Customer Service Representative

2 months ago

Cornwall, Canada McDougall Insurance and Financial Full time
_Our growing team is looking for a Account Manager to join our Commercial Lines team in Cornwall, Ontario_

_McDougall Insurance is the largest insurance brokerage in Eastern Ontario, representing over 50 insurance companies giving us the ability to provide the best selection and rates to our clients. Over the years, the growth of our organization through the acquisition of brokerages has given us a strong community identity, as well as the ability to continuously provide new opportunities for our employees. McDougall Insurance has an established team of over 650 employees across over 58 branches (and growing), and we may just have the perfect opportunity for you We provide you with all the tools, knowledge and training you need to be successful in this role._

_Here at McDougall Insurance, we have created an Employee Promise. The leadership of McDougall Insurance promises to foster an environment of support, empowerment and inclusion, while investing in our employee's future with McDougall Insurance. To our clients, McDougall promises to deliver Legendary Service to our customers, going above and beyond, and applying the McDougall Principals of Trust, Honesty and Integrity to foster long-lasting relationships. Since 1946, McDougall Insurance has promised "real people, working for you". McDougall Insurance is proud to be providing services to clients in communities both big and small, with our staff themselves being members within them. We welcome you to visit our website to learn more, at

_At McDougall Insurance and Financial we offer our employees; a comprehensive benefits package, McDougall pension plan, staff appreciation days, a staff volunteer day, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks._

Responsibilities:

To provide legendary service directly to the client, after the sale by the Sales Executive.

Communicate with the client in person, by phone, email, text, etc. to answer all of their questions/inquiries, provide professional advice or recommendations regarding their coverage, and collect relevant information.

Process additions, deletions or changes to their policy on the appropriate broker management system (EPIC)

Ensure all transactions and renewals are accounted for and processed accurately and on a timely basis.

Provide quotations or estimates to clients on premiums, update information, and confirm data and coverage and to record appropriate changes or adjustments.

Communicate with insurance company personnel as required.

As an independent broker working for your client, acts as liaison with the insurer and balances the interests of the client, McDougall Insurance and the insurance company in force.

Function as part of a team responsible for assisting in the collection of accounts receivable and in any other area as required.

Where appropriate, procure a sale, normally through upgrading and bundling coverage for personal lines clients

Qualifications:

Must have exceptional customer service and communication skills.

Acts in a professional manner at all times and maintains a position of trust and confidentiality.

Acts in an open, respectful, honest and helpful manner with all team members, clients and other staff.

Ability to work effectively in a fast-paced environment

Must be willing and eligible to obtain a RIBO license

RIBO stands for the Registered Insurance Brokers of Ontario. RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers in the province of Ontario. To learn more please visit

What We Offer:
Dedication to investing in our employees' future by offering RIBO, CAIB, and other designation education reimbursement
A supportive and inclusive culture where diversity is valued
A competitive employee health and dental benefits program including long term disability
A competitive pension plan
On-site parking
Paid vacation time
Access to ongoing training and development through our McDougall training team

McDougall Insurance and Financial is proud to be an equal opportunity employer. We aim to find individuals who are passionate about their work and treat others with dignity and respect.

If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website:

Job Types: Full-time, Permanent

Additional pay:
Bonus pay
Benefits:
Company events
Company pension
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
Vision care
Schedule:
Day shift
Monday to Friday

Work Location: In person

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