Insurance Service Associate

4 days ago


United Counties of Prescott and Russell, Canada McDougall Insurance and Financial Full time

At McDougall Insurance and Financial, we strive to deliver exceptional service to our clients. As a Customer Service Representative in Personal Lines, you will play a crucial role in providing legendary service directly to our clients.

**Job Summary:**
We are seeking an experienced and customer-focused individual to join our team in Prescott, Ontario. The ideal candidate will possess strong communication skills, be able to work effectively in a fast-paced environment, and have the ability to provide professional advice and recommendations regarding insurance coverage.

**Responsibilities:**
• Provide legendary service directly to clients
• Communicate with clients via various channels to answer their questions, provide advice, and collect relevant information
• Process additions, deletions, or changes to policies on our broker management system (EPIC)
• Ensure all transactions and renewals are accurate and processed on time
• Provide quotations or estimates to clients on premiums, update information, and confirm data and coverage
• Communicate with insurance company personnel as required
• Act as liaison between clients, McDougall Insurance, and insurance companies, balancing their interests accordingly
• Participate in collecting accounts receivable and assist in other areas as needed
• Procure sales by upgrading and bundling coverage for personal lines clients where possible

**Requirements:**
• Exceptional customer service and communication skills
• Professional demeanor at all times, maintaining confidentiality and trust
• Open, respectful, honest, and helpful attitude towards colleagues, clients, and staff
• Ability to work effectively in a fast-paced environment
• Willingness and eligibility to obtain a RIBO license

**Benefits:**
• Dedication to investing in employee development through education reimbursement (RIBO, CAIB, etc.)
• Supportive and inclusive culture valuing diversity
• Comprehensive benefits package including long-term disability and dental care
• Competitive pension plan
• Paid vacation time starting at 3 weeks
• Access to ongoing training and development through our McDougall training team

**Compensation:**
The estimated salary range for this position is $43,000-$48,000 per year, based on the location and industry standards.



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