Commercial Lines Insurance Account Manager

2 weeks ago

Cornwall, Ontario, Canada McDougall Insurance and Financial Full time
Account Manager Opportunity at McDougall Insurance and Financial

We are seeking a skilled Account Manager to join our Commercial Lines team in Cornwall, Ontario. This is an exciting opportunity to work with a leading insurance brokerage that offers a competitive salary and comprehensive benefits package.

About the Role

The successful candidate will provide legendary service directly to clients, communicate effectively with them, and process transactions accurately and efficiently. They will also have the ability to work effectively in a fast-paced environment and be willing and eligible to obtain a RIBO license.

  • Key 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
Required Skills and Qualifications

The ideal candidate must have exceptional customer service and communication skills. They must also act in a professional manner at all times and maintain a position of trust and confidentiality.

  • Key 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.
Benefits

We offer 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, and more.

Estimated Salary: $60,000 - $80,000 per year.

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.

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