Commercial Lines Insurance Customer Service Representative

1 month ago


Cornwall, Ontario, Canada McDougall Insurance and Financial Full time
Job Title: Commercial Lines Insurance Customer Service Representative

We are seeking a highly skilled and customer-focused Commercial Lines Insurance Customer Service Representative to join our team at McDougall Insurance and Financial. As a key member of our Commercial Lines team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and exceeding their expectations.

Responsibilities:
  • Provide legendary service directly to clients, answering their questions, and addressing their concerns.
  • Communicate with clients through various channels, including phone, email, and text, to provide professional advice and recommendations.
  • Process policy additions, deletions, and changes on our broker management system (EPIC).
  • Ensure accurate and timely processing of transactions and renewals.
  • Provide quotations and estimates to clients, updating information, and confirming data and coverage.
  • Communicate with insurance company personnel as required.
  • Act as a liaison between clients, McDougall Insurance, and insurance companies, balancing their interests.
  • Assist in the collection of accounts receivable and other areas as required.
  • Procure sales by upgrading and bundling coverage for personal lines clients.
Qualifications:
  • Exceptional customer service and communication skills.
  • Professional demeanor and ability to maintain confidentiality.
  • Ability to work effectively in a fast-paced environment.
  • Willingness and eligibility to obtain a RIBO license.
What We Offer:
  • Dedication to investing in employee development through education reimbursement.
  • A supportive and inclusive culture that values diversity.
  • A competitive employee health and dental benefits program.
  • A comprehensive pension plan.
  • On-site parking.
  • Paid vacation time.
  • Access to ongoing training and development through our McDougall training team.

McDougall Insurance and Financial is an equal opportunity employer. We strive to create an inclusive environment where employees can grow and thrive. If you need assistance or an accommodation, please contact our Human Resources Department through our website.



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