Personal Lines

3 weeks ago

Oshawa, Canada McDougall Insurance and Financial Full time

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

We are currently looking for a Customer Service Representative to join our growing Personal Lines team in Oshawa, Ontario

Do you have strong customer service skills? Are you looking for a rewarding new career? If so, this might be the right opportunity for you

**Duties**:

- To provide legendary service directly to the client, after the sale by the Sales Executive.
- Where appropriate, procure a sale, normally through upgrading and bundling coverage for personal lines clients.
- Ensure all transactions and renewals are accounted for and processed accurately and on a timely basis.
- Provide quotations or estimates to clients on premiums, data enter work to create files, update information, 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.

**Qualifications**:

- A valid RIBO or OTL license is considered an asset or willing to obtain
- Must have exceptional customer service skills.
- Must be sales oriented and have a working knowledge of the risk and insurance products involved.
- 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.

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

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Paid time off
- Vision care

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: In person

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