Commercial Lines Insurance Broker Representative

5 days ago


Thunder Bay, Ontario, Canada McDougall Insurance and Financial Full time

We are a dynamic and growing insurance brokerage in North Bay, Ontario, seeking an exceptional Customer Service Representative to join our team. This is a full-time permanent position with a competitive salary range of $45,000.00-$60,000.00 per year.

**Job Overview:**

The successful candidate will be responsible for providing legendary service directly to clients after the sale by the Sales Executive. They will communicate with clients through various channels, including phone, email, text, etc., to answer their questions and provide professional advice or recommendations regarding their coverage. The role involves processing additions, deletions, or changes to policies on the EPIC broker management system, ensuring accurate and timely transactions and renewals. Additionally, they will provide quotations or estimates to clients, update information, and confirm data and coverage, as well as record appropriate changes or adjustments.

**Key Responsibilities:

  • Communicate effectively with clients to address their needs and provide exceptional service.
  • Process policy changes, additions, and deletions accurately and efficiently.
  • Provide quotations or estimates to clients, updating information and confirming coverage.
  • Collaborate with insurance company personnel as required.
  • Foster strong relationships with clients, balancing their interests with those of the insurer and the brokerage.

**Requirements:**

  • Demonstrated customer service and communication skills.
  • Ability to work in a fast-paced environment with multiple priorities.
  • Willingness to obtain a RIBO (Registered Insurance Brokers of Ontario) license.
  • Strong problem-solving and analytical skills.

**What We Offer:**

  • A comprehensive benefits package, including health and dental benefits, long-term disability, and life insurance.
  • A competitive pension plan.
  • Paid vacation time starting at 3 weeks.
  • Access to ongoing training and development opportunities.
  • A supportive and inclusive work environment that values diversity and promotes employee engagement.

McDougall Insurance and Financial is committed to being an equal opportunity employer, dedicated to finding individuals who share our passion for delivering legendary service and treating others with dignity and respect.


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