Commercial Lines Insurance Customer Service Representative
1 month ago
We are seeking a highly skilled 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 exceeded.
Responsibilities- Provide legendary service directly to clients, after the sale by the Sales Executive.
- Communicate with clients 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.
- Act 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.
- Where appropriate, procure a sale, normally through upgrading and bundling coverage for personal lines clients.
- 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.
- 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 competitive employee health and dental benefits program including long term disability.
- A competitive pension plan.
- On-site parking.
- Paid vacation time.
- Access to ongoing training and development through our McDougall training team.
McDougall Insurance and Financial is proud to be an equal opportunity employer. We aim to find individuals who are passionate about their work and treat others with dignity and respect.
If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website: https://www.mcdougallinsurance.com/contact/
Job Types: Full-time, Permanent
Additional pay: Bonus pay
Benefits: Company events, Company pension, Dental care, Disability insurance, Employee assistance program, Extended health care, Life insurance, On-site parking, Paid time off, Vision care
Schedule: Day shift, Monday to Friday
Work Location: In person
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Cornwall, Ontario, Canada McDougall Insurance and Financial Full timeJob Title: Commercial Lines Insurance Customer Service RepresentativeWe 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...
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Cornwall, Canada McDougall Insurance and Financial Full timeAbout the RoleWe 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 service to our clients, ensuring their needs are met, and building strong...
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Cornwall, Canada McDougall Insurance and Financial Full timeAbout the RoleWe 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 service to our clients, ensuring their needs are met, and building strong...
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Cornwall, Canada McDougall Insurance and Financial Full timeJob SummaryWe are seeking a highly skilled 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 exceeded.Key ResponsibilitiesProvide...
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Cornwall, Canada McDougall Insurance and Financial Full timeAbout the RoleWe 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 service to our clients, ensuring their needs are met, and building strong...
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Cornwall, Canada McDougall Insurance and Financial Full timeAbout the RoleWe 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 service to our clients, ensuring their needs are met, and building strong...
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Cornwall, Canada McDougall Insurance and Financial Full timeAbout the RoleWe 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 service to our clients, ensuring their needs are met, and building strong...
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Cornwall, Canada McDougall Insurance and Financial Full timeJob SummaryWe are seeking a highly skilled 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 exceeded.Key ResponsibilitiesProvide...
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Cornwall, Canada McDougall Insurance and Financial Full timeAbout the RoleWe 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 team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and building strong relationships...
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Cornwall, Canada McDougall Insurance and Financial Full timeAbout the RoleWe 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 team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and building strong relationships...
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Cornwall, Canada McDougall Insurance and Financial Full timeJob Summary: We are seeking a highly skilled 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 building strong relationships with...
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Cornwall, Canada McDougall Insurance and Financial Full timeAbout the RoleWe 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 service to our clients, ensuring their needs are met, and building strong...
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