Personal Lines Insurance Service Expert

2 days ago


Midland, Ontario, Canada McDougall Insurance and Financial Full time $43,000 - $48,000
Company Overview

McDougall Insurance and Financial is a leading insurance brokerage in Eastern Ontario, representing over 50 insurance companies. We provide optimal selection and competitive rates to our clients.

Salary

The estimated salary for this role is around $60,000 per year, based on industry standards and location.

Job Description

We are seeking a skilled Customer Service Representative to join our team in Midland, Ontario. As a Personal Lines Customer Service Associate, you will be responsible for providing legendary service to our clients after the sale by the Sales Executive.

  • Communicate with clients in person, by phone, email, text, etc.
  • Process additions, deletions or changes to their policy on the EPIC system.
  • Provide quotations or estimates to clients on premiums, update information, and confirm data and coverage.
  • Communicate with insurance company personnel as required.

You will act as liaison with the insurer and balance the interests of the client, McDougall Insurance, and the insurance company. You will also function as part of a team responsible for assisting in the collection of accounts receivable and other areas as required.

Required Skills and Qualifications

To succeed in this role, you must have exceptional customer service and communication skills. You must also be willing and eligible to obtain a RIBO license.

Benefits

We offer a supportive and inclusive culture where diversity is valued. Our benefits include:

  • A competitive employee health and dental benefits program including long-term disability.
  • A competitive pension plan.
  • Access to ongoing training and development through our McDougall training team.


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