Commercial Lines Insurance Account Manager
2 weeks ago
At McDougall Insurance and Financial, we are dedicated to providing legendary service to our clients. Our team of experts is committed to delivering exceptional results and building long-lasting relationships.
The RoleWe are seeking an experienced Commercial Lines Insurance Account Manager to join our team in Brockville, Ontario. As a key member of our Commercial Lines team, you will be responsible for providing legendary service directly to clients, communicating with clients to answer their questions and provide professional advice, processing policy changes, and ensuring all transactions are accounted for and processed accurately and on a timely basis.
Responsibilities- 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
- 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
- A competitive salary range of $48,000 - $55,000 per year
- Dedication to investing in our employees' future by offering RIBO, CAIB, and other designation education reimbursement
- A supportive and inclusive culture where diversity is valued
- A comprehensive benefits package including health, dental, and disability insurance, as well as a pension plan and paid vacation time
- On-site parking and access to ongoing training and development through our McDougall training team
Brockville, Ontario is a charming city located in Eastern Ontario. With a strong sense of community and a growing economy, it is an ideal location for those looking to start a new career.
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