Insurance Service Specialist

4 weeks ago


Winchester, Canada McDougall Insurance and Financial Full time

We are currently seeking a skilled Customer Service Representative to join our growing personal lines team in Winchester, Ontario.

About McDougall Insurance and Financial

McDougall Insurance and Financial is the largest insurance brokerage in Eastern Ontario. We represent over 50 insurance companies, providing our clients with optimal selection and competitive rates. Our employee promise is to foster an environment of support, empowerment, and inclusion, while investing in our employees' future with McDougall Insurance.

Key Responsibilities:

  • Provide legendary service directly to the client after the sale by the Sales Executive.
  • Where appropriate, procure a sale through upgrading and bundling coverage for personal lines clients.
  • Communicate with the client in person, by phone, email, etc., to process additions, deletions, or changes to their policy on the appropriate broker management system and provide professional advice or recommendations regarding their coverage.
  • 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 record appropriate changes or adjustments.
  • Communicate with insurance company personnel as required.
  • Act as liaison with the insurer and balance 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.

Requirements:

  • 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.

Benefits:

  • Competitive salary range: $43,000.00-$48,000.00 per year.
  • Bonus pay.
  • Company events.
  • Company pension.
  • Dental care.
  • Disability insurance.
  • Employee assistance program.
  • Extended health care.
  • Paid time off.
  • Vision care.

Work Environment:

In-person, Monday to Friday, day shift.

How to Apply:

Please submit your application through our website. All resumes and applications are reviewed by a real human being.



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